We are live on ! Find out more
BTAL icon

AGF US Market Neutral Anti-Beta Fund

87 hedge funds and large institutions have $270M invested in AGF US Market Neutral Anti-Beta Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

55% more capital invested

Capital invested by funds: $175M → $270M (+$95.3M)

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

7% more funds holding

Funds holding: 8187 (+6)

5.34% more ownership

Funds ownership: 57.59%62.93% (+5.3%)

65% less call options, than puts

Call options by funds: $6K | Put options by funds: $17K

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
36
Reduced
24
Closed
11
Calls
$6K
Puts
$17K
Net Calls
-$11K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1
Pasadena Private Wealth
California
$31.9M +$32.1M +2,286,833 New
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.1M -$252K -17,993 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$27.1M
CCA
4
Carrera Capital Advisors
Michigan
$24.3M +$17.5M +1,246,995 +252%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$19.6M +$1.92M +137,135 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$19.3M +$19.1M +1,363,110 +8,282%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$12.2M +$1.21M +86,595 +11%
AWM
8
AE Wealth Management
Kansas
$10.8M +$5.19M +370,041 +92%
OIA
9
OneDigital Investment Advisors
Kansas
$8.3M -$1.33M -94,838 -14%
KF
10
Krilogy Financial
Missouri
$7.68M +$2.01M +143,661 +32%
CGA
11
Crescent Grove Advisors
Illinois
$6.61M +$6.64M +473,811 New
KAS
12
Kestra Advisory Services
Texas
$5.48M +$201K +14,363 +4%
ASN
13
Advisory Services Network
Georgia
$4.85M +$250K +17,853 +5%
EMAM
14
Encompass More Asset Management
California
$3.91M +$3.93M +280,005 New
Osaic Holdings
15
Osaic Holdings
Arizona
$3.72M +$3.25M +231,574 +658%
WIM
16
WealthPlan Investment Management
Nebraska
$3.57M +$2.45M +174,506 +215%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.49M +$3.4M +242,634 +3,393%
PCA
18
PMV Capital Advisers
Texas
$3.44M +$424K +30,234 +14%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$2.75M +$483K +34,465 +21%
PUI
20
Purpose Unlimited Inc
$2.72M +$2.02M +144,159 +281%
TF
21
Trek Financial
Arizona
$2.68M +$2.69M +191,973 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.58M +$1.57M +111,795 +153%
HF
23
HRT Financial
New York
$2.13M -$413K -29,445 -16%
Jane Street
24
Jane Street
New York
$1.98M -$1.22M -87,171 -38%
LA
25
Latitude Advisors
Florida
$1.87M +$725K +51,692 +63%