AGF US Market Neutral Anti-Beta Fund
BTAL
45 hedge funds and large institutions have $140M invested in AGF US Market Neutral Anti-Beta Fund in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 6 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
33% more capital invested
Capital invested by funds: $105M → $140M (+$34.8M)
13% more funds holding
Funds holding: 40 → 45 (+5)
3.28% less ownership
Funds ownership: 64.95% → 61.68% (-3.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$18.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.81M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$4.96M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$4.27M |
| 5 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$8.34M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.53M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$884K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$339K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$280K |
BTAL Hedge Fund Activity: Q3 2020 in Review
45 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2020, worth a combined $140M — up 33% from $105M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BTAL positions and 6 closed out — a net gain of 5 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $18.4M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $8.34M sold.
- 45 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2020, up from 40 in Q2 2020.
- Funds reported $140M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2020, up 33% quarter-over-quarter.
- 11 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2020 and 6 closed out, a net change of +5 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2020 was FormulaFolio Investments, an estimated $18.4M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2020 was First Allied Advisory Services, an estimated $8.34M sold.
Based on aggregated 13F filings for Q3 2020.