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MOM

AGFiQ U.S. Market Neutral Momentum Fund

Delisted

MOM was delisted on the 12th of March, 2021.

6 hedge funds and large institutions have $395K invested in AGFiQ U.S. Market Neutral Momentum Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

20% more funds holding

Funds holding: 56 (+1)

63% less capital invested

Capital invested by funds: $1.07M → $395K (-$675K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$374K -$51.8K -2,063 -12%
Bank of America
2
Bank of America
North Carolina
$13K
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7K
UBS Group
4
UBS Group
Switzerland
$1K +$1.23K +49 New
VF
5
Virtu Financial
New York
-$657K -27,945 Closed
AIL
6
AGF Investments LLC
Ontario, Canada
+$377 +15 New

MOM Hedge Fund Activity: Q1 2018 in Review

6 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in AGFiQ U.S. Market Neutral Momentum Fund (MOM) for Q1 2018, worth a combined $395K — down 63% from $1.07M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MOM positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $1.23K. The largest seller was Virtu Financial, exiting entirely with an estimated $657K sold.

  • 6 institutional investors held AGFiQ U.S. Market Neutral Momentum Fund (MOM) as of Q1 2018, up from 5 in Q4 2017.
  • Funds reported $395K of AGFiQ U.S. Market Neutral Momentum Fund stock for Q1 2018, down 63% quarter-over-quarter.
  • 2 funds opened new AGFiQ U.S. Market Neutral Momentum Fund positions in Q1 2018 and 1 closed out, a net change of +1 holder.
  • The largest AGFiQ U.S. Market Neutral Momentum Fund buyer in Q1 2018 was UBS Group, an estimated $1.23K added.
  • The largest AGFiQ U.S. Market Neutral Momentum Fund seller in Q1 2018 was Virtu Financial, an estimated $657K sold.

Based on aggregated 13F filings for Q1 2018.