AGF US Market Neutral Anti-Beta Fund
BTAL
89 hedge funds and large institutions have $243M invested in AGF US Market Neutral Anti-Beta Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 16 closing their positions.
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more funds holding
Funds holding: 80 → 89 (+9)
2.6% more ownership
Funds ownership: 60.31% → 62.91% (+2.6%)
3% more capital invested
Capital invested by funds: $236M → $243M (+$6.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.78M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$9.04M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.14M |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$3.62M |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$5.25M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$4.64M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.1M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$3.7M |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$3.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAG
101
Goodman Advisory Group
Needham,
Massachusetts
| – | -$69K | -3,243 | Closed |
|
|
BWM
102
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$10.3K | -488 | Closed |
|
|
PA
103
Parallel Advisors
San Francisco,
California
| – | -$7.42K | -350 | Closed |
|
|
CP
104
Castleview Partners
Dallas,
Texas
| – | -$466 | -22 | Closed |
|
105
Morgan Stanley
New York
| – | -$318 | -15 | Closed |
|
BTAL Hedge Fund Activity: Q1 2023 in Review
89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2023, worth a combined $243M — up 2.9% from $236M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BTAL positions and 16 closed out — a net gain of 11 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.78M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.25M sold.
- 89 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2023, up from 80 in Q4 2022.
- Funds reported $243M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2023, up 2.9% quarter-over-quarter.
- 27 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2023 and 16 closed out, a net change of +11 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2023 was LPL Financial, an estimated $9.78M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2023 was HighTower Advisors, an estimated $5.25M sold.
Based on aggregated 13F filings for Q1 2023.