AGF US Market Neutral Anti-Beta Fund
BTAL
8 hedge funds and large institutions have $4.58M invested in AGF US Market Neutral Anti-Beta Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
14% more funds holding
Funds holding: 7 → 8 (+1)
2% more capital invested
Capital invested by funds: $4.48M → $4.58M (+$94K)
46.81% less ownership
Funds ownership: 54.21% → 7.4% (-47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$112K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$89.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$80.4K |
| 4 |
Morgan Stanley
New York
|
+$22.4K |
| 5 |
AWM
AllSquare Wealth Management
Albany,
New York
|
+$7.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$364K |
| 2 |
HCMT
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
-$129K |
| 3 |
RFS
Rockefeller Financial Services
New York
|
-$12K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$1K |
BTAL Hedge Fund Activity: Q1 2016 in Review
8 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2016, worth a combined $4.58M — up 2.1% from $4.48M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BTAL positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was American International Group, opening a new position worth an estimated $112K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $364K sold.
- 8 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2016, up from 7 in Q4 2015.
- Funds reported $4.58M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2016, up 2.1% quarter-over-quarter.
- 4 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2016 and 3 closed out, a net change of +1 holder.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2016 was American International Group, an estimated $112K added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2016 was Virtu KCG Holdings, an estimated $364K sold.
Based on aggregated 13F filings for Q1 2016.