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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

71 hedge funds and large institutions have $341M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
20
Reduced
21
Closed
12
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
TAF
1
Tredje AP-fonden
Sweden
$94.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.2M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$27.8M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$20.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$8.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.7M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
HGA
3
Hobbs Group Advisors
South Carolina
$464K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$162K
5
OIA
5
OneDigital Investment Advisors
Kansas
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TAF
1
Tredje AP-fonden
Sweden
$94.1M 4,800,000 +4,800,000 New
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.1M 2,349,911 -23,403 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$33.2M 1,693,811 +1,592,050 +1,564%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.8M 1,416,938 +1,416,938 New
CWG
5
Cornerstone Wealth Group
North Carolina
$20.1M 1,026,327 +1,026,327 New
Morgan Stanley
6
Morgan Stanley
New York
$12.8M 653,885 +46 +0%
OIA
7
OneDigital Investment Advisors
Kansas
$12.4M 631,699 -63,915 -9%
LPL Financial
8
LPL Financial
California
$8.83M 450,293 +79,094 +21%
Stifel Financial
9
Stifel Financial
Missouri
$8.23M 419,985 +419,985 New
SC
10
Scotia Capital
Ontario, Canada
$6.91M 352,521 +352,521 New
LFAS
11
Level Four Advisory Services
Texas
$6.08M 306,289 +291,088 +1,915%
Jane Street
12
Jane Street
New York
$4.7M 239,948 -300,980 -56%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$4.25M 216,982 -2,414 -1%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$4.24M 216,502 +216,502 New
AssetMark Inc
15
AssetMark Inc
California
$4.23M 215,700 +106,342 +97%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4M 203,957 -10,437 -5%
SA
17
Sanctuary Advisors
Indiana
$3.78M 199,082 +199,082 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.36M 171,510 +33,440 +24%
AC
19
Avestar Capital
New York
$3.36M 171,330 -5,540 -3%
CFD
20
Creative Financial Designs
Indiana
$3.11M 158,626 +12,788 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.82M 144,005 +1,243 +0.9%
AWM
22
AE Wealth Management
Kansas
$2.65M 135,015 +23,149 +21%
BCM
23
Beaumont Capital Management
Massachusetts
$2.52M 128,419 +63,421 +98%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.82M 92,671 +80,252 +646%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.68M 85,535 +38,832 +83%
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