AGF US Market Neutral Anti-Beta Fund
BTAL
4 hedge funds and large institutions have $719K invested in AGF US Market Neutral Anti-Beta Fund in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5% less capital invested
Capital invested by funds: $756K → $719K (-$37.1K)
3.18% less ownership
Funds ownership: 9.66% → 6.48% (-3.2%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$107K |
| 2 |
AIL
AGF Investments LLC
Toronto,
Ontario, Canada
|
+$161 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$228K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $475K | -$228K | -11,363 | -33% |
|
|
AIL
2
AGF Investments LLC
Toronto,
Ontario, Canada
| $117K | +$161 | +8 | +0.1% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $107K | +$107K | +5,326 | New |
|
4
Bank of America
Charlotte,
North Carolina
| $20K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$18K | -900 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$18K | -900 | Closed |
|
BTAL Hedge Fund Activity: Q3 2018 in Review
4 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2018, worth a combined $719K — down 4.9% from $756K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BTAL and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Advisor Group, opening a new position worth an estimated $107K. The largest seller was Jane Street, cutting an estimated $228K.
- 4 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2018, down from 5 in Q2 2018.
- Funds reported $719K of AGF US Market Neutral Anti-Beta Fund stock for Q3 2018, down 4.9% quarter-over-quarter.
- 1 fund opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2018 was Advisor Group, an estimated $107K added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2018 was Jane Street, an estimated $228K sold.
Based on aggregated 13F filings for Q3 2018.