AGFiQ U.S. Market Neutral Momentum Fund
MOM was delisted on the 12th of March, 2021.
7 hedge funds and large institutions have $1.07M invested in AGFiQ U.S. Market Neutral Momentum Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
13% less funds holding
Funds holding: 8 → 7 (-1)
36% less capital invested
Capital invested by funds: $1.67M → $1.07M (-$603K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$100K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$711K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.27K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
1
Virtu KCG Holdings
New York
| $626K | +$100K | +4,419 | +19% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $378K | -$2.27K | -100 | -0.6% |
|
|
3
UBS Group
Zurich,
Switzerland
| $44K | +$6.5K | +287 | +17% |
|
4
Bank of America
Charlotte,
North Carolina
| $11K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$5.87K | +259 | New |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $3K | – | – | – |
|
|
7
MML Investors Services
Springfield,
Massachusetts
| – | -$711K | -24,740 | Closed |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$2K | -90 | Closed |
|
MOM Hedge Fund Activity: Q2 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AGFiQ U.S. Market Neutral Momentum Fund (MOM) for Q2 2017, worth a combined $1.07M — down 36% from $1.67M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MOM and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Virtu KCG Holdings, adding an estimated $100K. The largest seller was MML Investors Services, exiting entirely with an estimated $711K sold.
- 7 institutional investors held AGFiQ U.S. Market Neutral Momentum Fund (MOM) as of Q2 2017, down from 8 in Q1 2017.
- Funds reported $1.07M of AGFiQ U.S. Market Neutral Momentum Fund stock for Q2 2017, down 36% quarter-over-quarter.
- 1 fund opened new AGFiQ U.S. Market Neutral Momentum Fund positions in Q2 2017 and 2 closed out, a net change of -1 holder.
- The largest AGFiQ U.S. Market Neutral Momentum Fund buyer in Q2 2017 was Virtu KCG Holdings, an estimated $100K added.
- The largest AGFiQ U.S. Market Neutral Momentum Fund seller in Q2 2017 was MML Investors Services, an estimated $711K sold.
Based on aggregated 13F filings for Q2 2017.