AGFiQ U.S. Market Neutral Momentum Fund
MOM was delisted on the 12th of March, 2021.
5 hedge funds and large institutions have $341K invested in AGFiQ U.S. Market Neutral Momentum Fund in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
16% less capital invested
Capital invested by funds: $407K → $341K (-$66K)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$45.9K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$31.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6K |
| 4 |
AIL
AGF Investments LLC
Toronto,
Ontario, Canada
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $221K | -$45.9K | -1,845 | -17% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $100K | -$31.6K | -1,270 | -24% |
|
3
Bank of America
Charlotte,
North Carolina
| $13K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $7K | +$7.33K | +295 | New |
|
|
AIL
5
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$15 | -595 | Closed |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -259 | Closed |
|
MOM Hedge Fund Activity: Q3 2018 in Review
5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AGFiQ U.S. Market Neutral Momentum Fund (MOM) for Q3 2018, worth a combined $341K — down 16% from $407K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MOM and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was UBS Group, opening a new position worth an estimated $7.33K. The largest seller was Susquehanna International Group, cutting an estimated $45.9K.
- 5 institutional investors held AGFiQ U.S. Market Neutral Momentum Fund (MOM) as of Q3 2018, down from 6 in Q2 2018.
- Funds reported $341K of AGFiQ U.S. Market Neutral Momentum Fund stock for Q3 2018, down 16% quarter-over-quarter.
- 1 fund opened new AGFiQ U.S. Market Neutral Momentum Fund positions in Q3 2018 and 2 closed out, a net change of -1 holder.
- The largest AGFiQ U.S. Market Neutral Momentum Fund buyer in Q3 2018 was UBS Group, an estimated $7.33K added.
- The largest AGFiQ U.S. Market Neutral Momentum Fund seller in Q3 2018 was Susquehanna International Group, an estimated $45.9K sold.
Based on aggregated 13F filings for Q3 2018.