AGF US Market Neutral Anti-Beta Fund
BTAL
71 hedge funds and large institutions have $276M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 14 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 12
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
10% more capital invested
Capital invested by funds: $251M → $276M (+$25.3M)
4% more funds holding
Funds holding: 68 → 71 (+3)
5.85% less ownership
Funds ownership: 74.33% → 68.48% (-5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.6M |
| 2 |
Jane Street
New York
|
+$12.1M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$11.3M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$7.51M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$88.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.2M |
| 3 |
AssetMark Inc
Concord,
California
|
-$3.84M |
| 4 |
BCM
Beaumont Capital Management
Boston,
Massachusetts
|
-$2.46M |
| 5 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
-$1.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
76
Cedar Wealth Management
Walnut Creek,
California
| – | -$1.69M | -91,441 | Closed |
|
|
RL
77
Retireful LLC
Haslett,
Michigan
| – | -$778K | -42,125 | Closed |
|
|
SFG
78
Socha Financial Group
Corning,
New York
| – | -$529K | -28,618 | Closed |
|
|
TI
79
Tidal Investments
Milwaukee,
Wisconsin
| – | -$526K | -28,468 | Closed |
|
|
ACP
80
Aveo Capital Partners
Englewood,
Colorado
| – | -$365K | -19,726 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$245K | -13,277 | Closed |
|
82
Raymond James Financial
St Petersburg,
Florida
| – | -$196K | -10,595 | Closed |
|
83
Comerica Bank
Dallas,
Texas
| – | -$98.4K | -5,325 | Closed |
|
|
VAG
84
VisionPoint Advisory Group
Dallas,
Texas
| – | -$88.9K | -4,827 | Closed |
|
85
UBS Group
Zurich,
Switzerland
| – | -$13.6K | -736 | Closed |
|
86
Bank of America
Charlotte,
North Carolina
| – | -$12.5K | -675 | Closed |
|
BTAL Hedge Fund Activity: Q1 2025 in Review
71 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2025, worth a combined $276M — up 10% from $251M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BTAL positions and 14 closed out — a net gain of 5 holders — while 35 added to existing stakes and 12 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $32.6M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $88.7M sold.
- 71 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2025, up from 68 in Q4 2024.
- Funds reported $276M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2025, up 10% quarter-over-quarter.
- 19 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2025 and 14 closed out, a net change of +5 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2025 was Osaic Holdings, an estimated $32.6M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2025 was Tredje AP-fonden, an estimated $88.7M sold.
Based on aggregated 13F filings for Q1 2025.