AGF US Market Neutral Anti-Beta Fund
BTAL
15 hedge funds and large institutions have $28.7M invested in AGF US Market Neutral Anti-Beta Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
110% more capital invested
Capital invested by funds: $13.6M → $28.7M (+$15M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
15% more funds holding
Funds holding: 13 → 15 (+2)
12.66% more ownership
Funds ownership: 42.74% → 55.4% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$9.43M |
| 2 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$8.47M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.86M |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$404K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.14M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.98M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$550K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$503K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$111K |
BTAL Hedge Fund Activity: Q1 2019 in Review
15 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2019, worth a combined $28.7M — up 110% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BTAL positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Arete Wealth Advisors, adding an estimated $9.43M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $4.14M sold.
- 15 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2019, up from 13 in Q4 2018.
- Funds reported $28.7M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2019, up 110% quarter-over-quarter.
- 5 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2019 and 3 closed out, a net change of +2 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2019 was Arete Wealth Advisors, an estimated $9.43M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2019 was Janney Montgomery Scott, an estimated $4.14M sold.
Based on aggregated 13F filings for Q1 2019.