AGF US Market Neutral Anti-Beta Fund
BTAL
68 hedge funds and large institutions have $251M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 15 closing their positions.
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
4% less funds holding
Funds holding: 71 → 68 (-3)
7.14% less ownership
Funds ownership: 81.47% → 74.33% (-7.1%)
26% less capital invested
Capital invested by funds: $341M → $251M (-$90.2M)
45% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 29
75% less call options, than puts
Call options by funds: $1K | Put options by funds: $4K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$4.61M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.37M |
| 3 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
+$1.76M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.07M |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
+$810K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.1M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$20.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$8.23M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$6.91M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$3.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| – | -$689K | -35,150 | Closed |
|
77
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$574K | -29,277 | Closed |
|
|
HF
78
HRT Financial
New York
| – | -$530K | -27,044 | Closed |
|
|
BWP
79
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$521K | -26,572 | Closed |
|
|
TSS
80
Two Sigma Securities
New York
| – | -$322K | -16,441 | Closed |
|
|
OC
81
Oppenheimer & Co
New York
| – | -$310K | -15,828 | Closed |
|
|
BWM
82
BlackDiamond Wealth Management
New York
| – | -$290K | -14,959 | Closed |
|
|
NWM
83
Napa Wealth Management
Napa,
California
| – | -$292K | -14,913 | Closed |
|
|
FCM
84
Fourpath Capital Management
Oklahoma City,
Oklahoma
| – | -$7.27K | -371 | Closed |
|
|
PTC
85
Private Trust Company
Cleveland,
Ohio
| – | -$3.94K | -201 | Closed |
|
BTAL Hedge Fund Activity: Q4 2024 in Review
68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q4 2024, worth a combined $251M — down 26% from $341M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BTAL positions and 15 closed out — a net gain of 1 holder — while 16 added to existing stakes and 29 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $4.61M. The largest seller was Osaic Holdings, cutting an estimated $31.1M.
- 68 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q4 2024, down from 71 in Q3 2024.
- Funds reported $251M of AGF US Market Neutral Anti-Beta Fund stock for Q4 2024, down 26% quarter-over-quarter.
- 16 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q4 2024 and 15 closed out, a net change of +1 holder.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q4 2024 was Advisory Services Network, an estimated $4.61M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q4 2024 was Osaic Holdings, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2024.