AGFiQ U.S. Market Neutral Momentum Fund
MOM was delisted on the 12th of March, 2021.
6 hedge funds and large institutions have $1.2M invested in AGFiQ U.S. Market Neutral Momentum Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
10% less capital invested
Capital invested by funds: $1.33M → $1.2M (-$130K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$691K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$300K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$97.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$701K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$308K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.2K |
| 4 |
AIL
AGF Investments LLC
Toronto,
Ontario, Canada
|
-$6.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $629K | +$691K | +24,928 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $273K | +$300K | +10,818 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $200K | -$18.2K | -656 | -8% |
|
|
4
UBS Group
Zurich,
Switzerland
| $89K | +$97.6K | +3,523 | New |
|
|
AIL
5
AGF Investments LLC
Toronto,
Ontario, Canada
| $9K | -$6.24K | -225 | -39% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $2K | -$308K | -11,126 | -99% |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$701K | -22,601 | Closed |
|
MOM Hedge Fund Activity: Q4 2020 in Review
6 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AGFiQ U.S. Market Neutral Momentum Fund (MOM) for Q4 2020, worth a combined $1.2M — down 9.8% from $1.33M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MOM positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $691K. The largest seller was Citadel Advisors, exiting entirely with an estimated $701K sold.
- 6 institutional investors held AGFiQ U.S. Market Neutral Momentum Fund (MOM) as of Q4 2020, up from 4 in Q3 2020.
- Funds reported $1.2M of AGFiQ U.S. Market Neutral Momentum Fund stock for Q4 2020, down 9.8% quarter-over-quarter.
- 3 funds opened new AGFiQ U.S. Market Neutral Momentum Fund positions in Q4 2020 and 1 closed out, a net change of +2 holders.
- The largest AGFiQ U.S. Market Neutral Momentum Fund buyer in Q4 2020 was Envestnet Asset Management, an estimated $691K added.
- The largest AGFiQ U.S. Market Neutral Momentum Fund seller in Q4 2020 was Citadel Advisors, an estimated $701K sold.
Based on aggregated 13F filings for Q4 2020.