AGF US Market Neutral Anti-Beta Fund
BTAL
35 hedge funds and large institutions have $91.8M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
40% more funds holding
Funds holding: 25 → 35 (+10)
33% more capital invested
Capital invested by funds: $69M → $91.8M (+$22.7M)
4.18% more ownership
Funds ownership: 64.17% → 68.35% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$5.51M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$5.38M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.31M |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.53M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$1.16M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$308K |
| 4 |
LA
Latitude Advisors
Vero Beach,
Florida
|
-$225K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$118K |
BTAL Hedge Fund Activity: Q1 2022 in Review
35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q1 2022, worth a combined $91.8M — up 33% from $69M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BTAL positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Cornerstone Wealth Group, opening a new position worth an estimated $5.51M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $2.53M sold.
- 35 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q1 2022, up from 25 in Q4 2021.
- Funds reported $91.8M of AGF US Market Neutral Anti-Beta Fund stock for Q1 2022, up 33% quarter-over-quarter.
- 12 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q1 2022 and 2 closed out, a net change of +10 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q1 2022 was Cornerstone Wealth Group, an estimated $5.51M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q1 2022 was Financial Enhancement Group, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2022.