AGF US Market Neutral Anti-Beta Fund
BTAL
6 hedge funds and large institutions have $1.68M invested in AGF US Market Neutral Anti-Beta Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
12.22% less ownership
Funds ownership: 55.3% → 43.09% (-12%)
25% less capital invested
Capital invested by funds: $2.22M → $1.68M (-$546K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
FolioMetrix
Omaha,
Nebraska
|
+$945K |
| 2 |
Jane Street
New York
|
+$415K |
| 3 |
HCMT
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
+$276K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$3.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
1
FolioMetrix
Omaha,
Nebraska
| $971K | +$945K | +48,850 | New |
|
|
2
Jane Street
New York
| $405K | +$415K | +21,437 | New |
|
|
HCMT
3
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $270K | +$276K | +14,253 | New |
|
4
Bank of America
Charlotte,
North Carolina
| $19K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $11K | +$3.87K | +200 | +51% |
|
|
CG
6
Colony Group
Boston,
Massachusetts
| $1K | -$3.98K | -206 | -84% |
|
BTAL Hedge Fund Activity: Q2 2015 in Review
6 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q2 2015, worth a combined $1.68M — down 25% from $2.22M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BTAL positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was FolioMetrix, opening a new position worth an estimated $945K. The largest seller was Colony Group, cutting an estimated $3.98K.
- 6 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q2 2015, up from 4 in Q1 2015.
- Funds reported $1.68M of AGF US Market Neutral Anti-Beta Fund stock for Q2 2015, down 25% quarter-over-quarter.
- 3 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q2 2015 and 0 closed out, a net change of +3 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q2 2015 was FolioMetrix, an estimated $945K added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q2 2015 was Colony Group, an estimated $3.98K sold.
Based on aggregated 13F filings for Q2 2015.