AGF US Market Neutral Anti-Beta Fund
BTAL
19 hedge funds and large institutions have $30.3M invested in AGF US Market Neutral Anti-Beta Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
27% more funds holding
Funds holding: 15 → 19 (+4)
6% more capital invested
Capital invested by funds: $28.7M → $30.3M (+$1.62M)
9.36% less ownership
Funds ownership: 55.4% → 46.05% (-9.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$4.8M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.65M |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$2.25M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$994K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$754K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$10.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.91M |
| 3 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$411K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$249K |
BTAL Hedge Fund Activity: Q2 2019 in Review
19 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q2 2019, worth a combined $30.3M — up 5.7% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BTAL positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 0 trimmed.
The largest buyer was CIBC World Market, opening a new position worth an estimated $4.8M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $10.2M sold.
- 19 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q2 2019, up from 15 in Q1 2019.
- Funds reported $30.3M of AGF US Market Neutral Anti-Beta Fund stock for Q2 2019, up 5.7% quarter-over-quarter.
- 8 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q2 2019 and 4 closed out, a net change of +4 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q2 2019 was CIBC World Market, an estimated $4.8M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q2 2019 was Arete Wealth Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2019.