AGFiQ U.S. Market Neutral Momentum Fund
MOM was delisted on the 12th of March, 2021.
4 hedge funds and large institutions have $1.33M invested in AGFiQ U.S. Market Neutral Momentum Fund in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
18% more capital invested
Capital invested by funds: $1.13M → $1.33M (+$200K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$203K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$21.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 2 |
AIL
AGF Investments LLC
Toronto,
Ontario, Canada
|
-$3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $701K | +$21.2K | +705 | +3% |
|
|
CFA
2
Carroll Financial Associates
Charlotte,
North Carolina
| $347K | +$203K | +6,769 | +152% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $266K | -$104K | -3,471 | -29% |
|
|
AIL
4
AGF Investments LLC
Toronto,
Ontario, Canada
| $18K | -$3K | -100 | -15% |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$3K | -107 | Closed |
|
MOM Hedge Fund Activity: Q3 2020 in Review
4 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AGFiQ U.S. Market Neutral Momentum Fund (MOM) for Q3 2020, worth a combined $1.33M — up 18% from $1.13M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MOM and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Carroll Financial Associates, adding an estimated $203K. The largest seller was Osaic Holdings, cutting an estimated $104K.
- 4 institutional investors held AGFiQ U.S. Market Neutral Momentum Fund (MOM) as of Q3 2020, down from 5 in Q2 2020.
- Funds reported $1.33M of AGFiQ U.S. Market Neutral Momentum Fund stock for Q3 2020, up 18% quarter-over-quarter.
- 0 funds opened new AGFiQ U.S. Market Neutral Momentum Fund positions in Q3 2020 and 1 closed out, a net change of -1 holder.
- The largest AGFiQ U.S. Market Neutral Momentum Fund buyer in Q3 2020 was Carroll Financial Associates, an estimated $203K added.
- The largest AGFiQ U.S. Market Neutral Momentum Fund seller in Q3 2020 was Osaic Holdings, an estimated $104K sold.
Based on aggregated 13F filings for Q3 2020.