AGF US Market Neutral Anti-Beta Fund
BTAL
6 hedge funds and large institutions have $2.46M invested in AGF US Market Neutral Anti-Beta Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
114% more capital invested
Capital invested by funds: $1.15M → $2.46M (+$1.31M)
10.04% more ownership
Funds ownership: 14.51% → 24.55% (+10%)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$991K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$681K |
| 3 |
Jane Street
New York
|
+$22.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$361K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.05K |
| 3 |
AWM
AllSquare Wealth Management
Albany,
New York
|
-$7K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $985K | +$991K | +49,208 | New |
|
|
VKH
2
Virtu KCG Holdings
New York
| $676K | +$681K | +33,799 | New |
|
|
3
Jane Street
New York
| $609K | +$22.6K | +1,120 | +4% |
|
|
4
UBS Group
Zurich,
Switzerland
| $161K | -$4.23K | -210 | -3% |
|
5
Bank of America
Charlotte,
North Carolina
| $20K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | -$8.05K | -400 | -57% |
|
|
7
LPL Financial
San Diego,
California
| – | -$361K | -18,150 | Closed |
|
|
AWM
8
AllSquare Wealth Management
Albany,
New York
| – | -$7K | -355 | Closed |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$6K | -290 | Closed |
|
BTAL Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q2 2017, worth a combined $2.46M — up 114% from $1.15M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BTAL and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $991K. The largest seller was LPL Financial, exiting entirely with an estimated $361K sold.
- 6 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q2 2017, down from 7 in Q1 2017.
- Funds reported $2.46M of AGF US Market Neutral Anti-Beta Fund stock for Q2 2017, up 114% quarter-over-quarter.
- 2 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q2 2017 and 3 closed out, a net change of -1 holder.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q2 2017 was Susquehanna International Group, an estimated $991K added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q2 2017 was LPL Financial, an estimated $361K sold.
Based on aggregated 13F filings for Q2 2017.