BTAL — AGF US MARKET NEUTRAL ANTI-B
As of Q2 2026, 6 SEC-registered investment managers reported holding BTAL (AGF US MARKET NEUTRAL ANTI-B) in their latest 13F filings, with a combined reported value of $23.79M across 2.13M shares. That is +6.3% by share count (+127.21K shares) versus the previous quarter, while reported value moved -15.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.94M | $21.68M | 0.00% | Hold |
| Citadel Advisors history | 114.28K | $1.27M | 0.00% | New |
| BNY Mellon history | 39.02K | $435.13K | 0.00% | Add |
| Morgan Stanley history | 35.34K | $394.06K | 0.00% | Add |
| Wells Fargo & Co history | 63 | $700 | 0.00% | Hold |
| UBS Group AG history | 51 | $569 | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.94M | $27.14M | 0.00% | Hold |
| Morgan Stanley history | 34.26K | $478.24K | 0.00% | Reduce |
| BNY Mellon history | 27.23K | $380.20K | 0.00% | Add |
| Wells Fargo & Co history | 63 | $877 | 0.00% | New |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.94M | $27.98M | 0.00% | Hold |
| Morgan Stanley history | 34.89K | $502.05K | 0.00% | Add |
| BNY Mellon history | 17.09K | $245.91K | 0.00% | New |
| UBS Group AG history | 1.16K | $16.69K | 0.00% | New |
| PNC Financial Services history | 240 | $3.45K | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.94M | $30.96M | 0.00% | Hold |
| Morgan Stanley history | 34.50K | $549.18K | 0.00% | Add |
| Citadel Advisors history | 33.82K | $538.43K | 0.00% | New |
| Goldman Sachs Group history | 23.88K | $380.20K | 0.00% | New |
| JPMorgan Chase & Co history | 789 | $12.56K | 0.00% | Add |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.94M | $34.42M | 0.00% | Add |
| Renaissance Technologies history | 85.68K | $1.52M | 0.00% | Add |
| Bank of America Corp history | 34.48K | $610.31K | 0.00% | New |
| UBS Group AG history | 15.12K | $267.71K | 0.00% | New |
| Morgan Stanley history | 13.70K | $242.41K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 769 | $13.61K | 0.00% | Reduce |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 661.51K | $13.79M | 0.00% | Add |
| Renaissance Technologies history | 57.73K | $1.20M | 0.00% | Add |
| Goldman Sachs Group history | 14.45K | $301.06K | 0.00% | New |
| JPMorgan Chase & Co history | 6.87K | $143.23K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 605 | $12.61K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $13 | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 114.28K sh · $1.27M
- UBS Group AG 51 sh · $569
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 1.94M | 1.94M | 1.94M | 1.94M | 1.94M | 605 | 238 | — | 1.07K | — | 1 | — | 102 | 30 | — | — | — | — | — | — |
| Citadel Advisors | 114.28K | — | — | 33.82K | — | — | 13.48K | 21.81K | — | 27.59K | 16.86K | 33.18K | 18.45K | — | — | — | — | — | — | — |
| BNY Mellon | 39.02K | 27.23K | 17.09K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 35.34K | 34.26K | 34.89K | 34.50K | 13.70K | 661.51K | 653.51K | 653.88K | 653.84K | 5.81K | 778 | — | — | — | 15 | — | — | — | — | — |
| Wells Fargo & Co | 63 | 63 | — | — | — | 1 | — | — | — | 1 | 227 | — | — | 3.51K | 1.50K | 188 | 1 | 1 | 1 | 1 |
| UBS Group AG | 51 | — | 1.16K | — | 15.12K | — | 736 | 26.12K | — | 3.21K | 2.34K | — | 1.69K | 153 | 153 | 28.11K | — | 233 | — | 1.12K |
| JPMorgan Chase & Co | — | — | — | 789 | 769 | 6.87K | 4.53K | 8.27K | 85.14K | 3.27K | 3.59K | 4.40K | 4.89K | 3.22K | 485 | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | 23.88K | — | 14.45K | — | — | 20.11K | 19.66K | 25.95K | — | — | 51.10K | 57.05K | — | — | — | — | — |
| PNC Financial Services | — | — | 240 | — | — | — | — | — | — | — | — | 48 | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | — | 85.68K | 57.73K | 16.50K | 43.52K | — | — | 90.77K | — | 17.70K | 16.90K | 103.81K | — | — | — | — | — |
| Bank of America Corp | — | — | — | — | 34.48K | — | 675 | — | — | — | 500 | — | — | 245 | 239 | 239 | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | 81.35K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details