BTAL icon

AGF US Market Neutral Anti-Beta Fund
BTAL

Overview Fund Activity

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.

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
27
Increased
30
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.8M
2
FGA
2
Fortis Group Advisors
New Jersey
$9.48M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$9.17M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.1M
5
TC
5
TAP Consulting
Missouri
$3.67M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.68M
4
EFG
4
Ethos Financial Group
Pennsylvania
$8.64M
5
TF
5
Trek Financial
Arizona
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
GAG
101
Goodman Advisory Group
Massachusetts
– – -3,243 Closed
BWM
102
BerganKDV Wealth Management
Minnesota
– – -488 Closed
PA
103
Parallel Advisors
California
– – -350 Closed
CP
104
Castleview Partners
Texas
– – -22 Closed
Morgan Stanley
105
Morgan Stanley
New York
– – -15 Closed
CFGS
106
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5