AGF US Market Neutral Anti-Beta Fund
BTAL
80 hedge funds and large institutions have $236M invested in AGF US Market Neutral Anti-Beta Fund in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 15 closing their positions.
127% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 15
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
27% more funds holding
Funds holding: 63 → 80 (+17)
21% more capital invested
Capital invested by funds: $195M → $236M (+$40.7M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0.51% less ownership
Funds ownership: 60.81% → 60.31% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$37.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.98M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$4.9M |
| 4 |
Renaissance Technologies
New York
|
+$2.15M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$18.9M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$8.38M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.62M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$4.2M |
| 5 |
Jane Street
New York
|
-$3.31M |
BTAL Hedge Fund Activity: Q4 2022 in Review
80 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in AGF US Market Neutral Anti-Beta Fund (BTAL) for Q4 2022, worth a combined $236M — up 21% from $195M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new BTAL positions and 15 closed out — a net gain of 19 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $37.7M. The largest seller was Goodman Advisory Group, cutting an estimated $18.9M.
- 80 institutional investors held AGF US Market Neutral Anti-Beta Fund (BTAL) as of Q4 2022, up from 63 in Q3 2022.
- Funds reported $236M of AGF US Market Neutral Anti-Beta Fund stock for Q4 2022, up 21% quarter-over-quarter.
- 34 funds opened new AGF US Market Neutral Anti-Beta Fund positions in Q4 2022 and 15 closed out, a net change of +19 holders.
- The largest AGF US Market Neutral Anti-Beta Fund buyer in Q4 2022 was Brookstone Capital Management, an estimated $37.7M added.
- The largest AGF US Market Neutral Anti-Beta Fund seller in Q4 2022 was Goodman Advisory Group, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2022.