AGF US Market Neutral Anti-Beta Fund
BTAL
10 hedge funds and large institutions have $2.34M invested in AGF US Market Neutral Anti-Beta Fund in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
16% more capital invested
Capital invested by funds: $2.01M → $2.34M (+$330K)
11.05% more ownership
Funds ownership: 12.78% → 23.83% (+11%)
0% more funds holding
Funds holding: 10 → 10 (0)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$583K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$363K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$8.99K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$119K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$119K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$97.7K |
| 4 |
LPL Financial
San Diego,
California
|
-$16.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $852K | +$583K | +28,875 | +201% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $787K | +$363K | +17,986 | +82% |
|
|
3
Citadel Advisors
Miami,
Florida
| $316K | -$97.7K | -4,836 | -23% |
|
|
4
LPL Financial
San Diego,
California
| $292K | -$16.8K | -833 | -5% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $33K | -$119K | -5,900 | -78% |
|
|
6
UBS Group
Zurich,
Switzerland
| $23K | +$11.8K | +582 | +104% |
|
7
Bank of America
Charlotte,
North Carolina
| $20K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | +$8.99K | +445 | New |
|
|
AWM
9
AllSquare Wealth Management
Albany,
New York
| $7K | – | – | – |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $5K | -$119K | -5,878 | -96% |
|
BTAL Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q4 2016, worth a combined $2.34M — up 16% from $2.01M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BTAL positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $583K. The largest seller was Royal Bank of Canada, cutting an estimated $119K.
- 10 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $2.34M of AGF US Market Neutral Anti-Beta Fund stock for Q4 2016, up 16% quarter-over-quarter.
- 1 fund opened new AGF US Market Neutral Anti-Beta Fund positions in Q4 2016 and 0 closed out, a net change of +1 holder.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q4 2016 was Jane Street, an estimated $583K added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q4 2016 was Royal Bank of Canada, an estimated $119K sold.
Based on aggregated 13F filings for Q4 2016.