AGF US Market Neutral Anti-Beta Fund
BTAL
71 hedge funds and large institutions have $341M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 12 closing their positions.
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
104% more capital invested
Capital invested by funds: $167M → $341M (+$174M)
50% more call options, than puts
Call options by funds: $3K | Put options by funds: $2K
20% more funds holding
Funds holding: 59 → 71 (+12)
14.14% more ownership
Funds ownership: 67.33% → 81.47% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
+$95.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$31.7M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$28.2M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$20.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.99M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.26M |
| 3 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
-$2.14M |
| 4 |
JP Morgan Chase
New York
|
-$1.53M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EAM
76
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$1.02M | -51,740 | Closed |
|
|
WC
77
Waterloo Capital
Austin,
Texas
| – | -$477K | -24,300 | Closed |
|
78
Goldman Sachs
New York
| – | -$394K | -20,105 | Closed |
|
|
KWM
79
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$260K | -13,262 | Closed |
|
80
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$154K | -7,825 | Closed |
|
|
TH
81
TCTC Holdings
Dallas,
Texas
| – | -$34.9K | -1,781 | Closed |
|
82
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$23.9K | -1,217 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$21K | -1,070 | Closed |
|
|
CP
84
Castleview Partners
Dallas,
Texas
| – | -$98 | -5 | Closed |
|
85
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$78 | -4 | Closed |
|
BTAL Hedge Fund Activity: Q3 2024 in Review
71 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2024, worth a combined $341M — up 104% from $167M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BTAL positions and 12 closed out — a net gain of 13 holders — while 21 added to existing stakes and 21 trimmed.
The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $95.5M. The largest seller was Jane Street, cutting an estimated $5.99M.
- 71 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $341M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2024, up 104% quarter-over-quarter.
- 25 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2024 and 12 closed out, a net change of +13 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2024 was Tredje AP-fonden, an estimated $95.5M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2024 was Jane Street, an estimated $5.99M sold.
Based on aggregated 13F filings for Q3 2024.