AGFiQ U.S. Market Neutral Momentum Fund
MOM was delisted on the 12th of March, 2021.
5 hedge funds and large institutions have $1.74M invested in AGFiQ U.S. Market Neutral Momentum Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, reducing their positions, and 5 closing their positions.
47% more capital invested
Capital invested by funds: $1.18M → $1.74M (+$555K)
17% less funds holding
Funds holding: 6 → 5 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$688K |
| 2 |
Jane Street
New York
|
+$414K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$872K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$241K |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$35K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $766K | +$688K | +26,749 | New |
|
|
2
Jane Street
New York
| $461K | +$414K | +16,091 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $273K | +$246K | +9,548 | New |
|
|
CFA
4
Carroll Financial Associates
Charlotte,
North Carolina
| $217K | +$195K | +7,602 | New |
|
|
AIL
5
AGF Investments LLC
Toronto,
Ontario, Canada
| $19K | – | – | – |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| – | -$872K | -37,904 | Closed |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$241K | -10,482 | Closed |
|
|
PCG
8
Private Capital Group
West Hartford,
Connecticut
| – | -$35K | -1,557 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$12K | -500 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$5K | -207 | Closed |
|
MOM Hedge Fund Activity: Q1 2020 in Review
5 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AGFiQ U.S. Market Neutral Momentum Fund (MOM) for Q1 2020, worth a combined $1.74M — up 47% from $1.18M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MOM and 4 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $688K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $872K sold.
- 5 institutional investors held AGFiQ U.S. Market Neutral Momentum Fund (MOM) as of Q1 2020, down from 6 in Q4 2019.
- Funds reported $1.74M of AGFiQ U.S. Market Neutral Momentum Fund stock for Q1 2020, up 47% quarter-over-quarter.
- 4 funds opened new AGFiQ U.S. Market Neutral Momentum Fund positions in Q1 2020 and 5 closed out, a net change of -1 holder.
- The largest AGFiQ U.S. Market Neutral Momentum Fund buyer in Q1 2020 was Citadel Advisors, an estimated $688K added.
- The largest AGFiQ U.S. Market Neutral Momentum Fund seller in Q1 2020 was Envestnet Asset Management, an estimated $872K sold.
Based on aggregated 13F filings for Q1 2020.