AGF US Market Neutral Anti-Beta Fund
BTAL
5 hedge funds and large institutions have $748K invested in AGF US Market Neutral Anti-Beta Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
57.54% less ownership
Funds ownership: 76.69% → 19.16% (-58%)
93% less capital invested
Capital invested by funds: $11.2M → $748K (-$10.5M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$24.8K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.13M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$63K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$6K |
| 5 |
Citigroup
New York
|
-$2.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
1
Virtu KCG Holdings
New York
| $649K | +$668K | +33,227 | New |
|
|
2
Citigroup
New York
| $67K | -$2.81K | -140 | -4% |
|
|
U
3
UBS
Zurich,
Switzerland
| $24K | +$24.8K | +1,234 | New |
|
|
4
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $4K | -$9.13M | -454,301 | -100% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $4K | +$4.02K | +200 | New |
|
|
LPT
6
Legacy Private Trust
Neenah,
Wisconsin
| – | -$1.59M | -75,477 | Closed |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$63K | -3,000 | Closed |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| – | -$6K | -285 | Closed |
|
BTAL Hedge Fund Activity: Q3 2013 in Review
5 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2013, worth a combined $748K — down 93% from $11.2M a quarter earlier.
Fund positioning in BTAL was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was UBS, opening a new position worth an estimated $24.8K. The largest seller was Deutsche Bank, cutting an estimated $9.13M.
- 5 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $748K of AGF US Market Neutral Anti-Beta Fund stock for Q3 2013, down 93% quarter-over-quarter.
- 3 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2013 was UBS, an estimated $24.8K added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2013 was Deutsche Bank, an estimated $9.13M sold.
Based on aggregated 13F filings for Q3 2013.