AGF US Market Neutral Anti-Beta Fund
BTAL
24 hedge funds and large institutions have $55M invested in AGF US Market Neutral Anti-Beta Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
2% less capital invested
Capital invested by funds: $56.2M → $55M (-$1.27M)
1.12% less ownership
Funds ownership: 56.8% → 55.68% (-1.1%)
8% less funds holding
Funds holding: 26 → 24 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$1.21M |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$1.16M |
| 3 |
LA
Latitude Advisors
Vero Beach,
Florida
|
+$451K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$292K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$21.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$999K |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
-$938K |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$809K |
| 4 |
HT
HAP Trading
New York
|
-$752K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$652K |
BTAL Hedge Fund Activity: Q3 2021 in Review
24 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q3 2021, worth a combined $55M — down 2.3% from $56.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BTAL and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was TMD Wealth Management, adding an estimated $1.21M. The largest seller was CIBC World Market, cutting an estimated $999K.
- 24 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q3 2021, down from 26 in Q2 2021.
- Funds reported $55M of AGF US Market Neutral Anti-Beta Fund stock for Q3 2021, down 2.3% quarter-over-quarter.
- 1 fund opened new AGF US Market Neutral Anti-Beta Fund positions in Q3 2021 and 3 closed out, a net change of -2 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q3 2021 was TMD Wealth Management, an estimated $1.21M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q3 2021 was CIBC World Market, an estimated $999K sold.
Based on aggregated 13F filings for Q3 2021.