AGF US Market Neutral Anti-Beta Fund
BTAL
42 hedge funds and large institutions have $89.7M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more funds holding
Funds holding: 35 → 42 (+7)
2% less capital invested
Capital invested by funds: $91.8M → $89.7M (-$2.02M)
14.6% less ownership
Funds ownership: 68.35% → 53.76% (-15%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.83M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.5M |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$38M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$8.2M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$5.48M |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
-$2.76M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.07M |
BTAL Hedge Fund Activity: Q2 2022 in Review
42 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q2 2022, worth a combined $89.7M — down 2.2% from $91.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BTAL positions and 6 closed out — a net gain of 7 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $15.7M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $38M.
- 42 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q2 2022, up from 35 in Q1 2022.
- Funds reported $89.7M of AGF US Market Neutral Anti-Beta Fund stock for Q2 2022, down 2.2% quarter-over-quarter.
- 13 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q2 2022 and 6 closed out, a net change of +7 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q2 2022 was Bank of Montreal, an estimated $15.7M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q2 2022 was Federation des caisses Desjardins du Quebec, an estimated $38M sold.
Based on aggregated 13F filings for Q2 2022.