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AGF US Market Neutral Anti-Beta Fund

87 hedge funds and large institutions have $270M invested in AGF US Market Neutral Anti-Beta Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

55% more capital invested

Capital invested by funds: $175M → $270M (+$95.3M)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

7% more funds holding

Funds holding: 8187 (+6)

5.34% more ownership

Funds ownership: 57.59%62.93% (+5.3%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
36
Reduced
24
Closed
11
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
76
Simplex Trading
Illinois
$12.4K -$12.7K -908 -51%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$9.35K -$71.1K -5,070 -88%
SWP
78
Strategic Wealth Partners
Ohio
$4.27K +$154 +11 +4%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$3.88K -$29.9K -2,136 -88%
GWM
80
Geneos Wealth Management
Colorado
$3.49K
EWM
81
Evolution Wealth Management
Florida
$2.79K -$4.96K -354 -64%
SAM
82
Smartleaf Asset Management
Massachusetts
$1.74K
SWM
83
SHP Wealth Management
Massachusetts
$1.68K -$673 -48 -29%
MWM
84
Mosley Wealth Management
California
$1.26K +$1.11K +79 New
Wells Fargo
85
Wells Fargo
California
$877 +$883 +63 New
HI
86
Harbour Investments
Wisconsin
$810
CAN
87
Capital Advisor Network
Indiana
$112 +$112 +8 New
CI
88
CacheTech Inc
Utah
-$1.55M -108,040 Closed
Q
89
QVR
California
-$1.24M -86,018 Closed
TI
90
Tidal Investments
Wisconsin
-$317K -22,007 Closed
FWWM
91
Fiscal Wisdom Wealth Management
Connecticut
-$282K -19,599 Closed
MML Investors Services
92
MML Investors Services
Massachusetts
-$184K -12,783 Closed
BFM
93
Boothbay Fund Management
New York
-$182K -12,632 Closed
MOS
94
MGO One Seven
Ohio
-$156K -10,807 Closed
AI
95
Atria Investments
North Carolina
-$148K -10,318 Closed
UBS Group
96
UBS Group
Switzerland
-$16.7K -1,160 Closed
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
-$3.45K -240 Closed
VWWMG
98
Vermillion & White Wealth Management Group
Pennsylvania
-$279 -19 Closed