AGF U.S. Market Neutral Anti-Beta Fund - COMMON STOCK (BTAL)

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / COMMON STOCK
Shares outstanding
22,875,812
Total 13F shares
17,394,514
Share change
+9,932,071
Total reported value
$340,884,658
Price per share
$19.60
Number of holders
71
Value change
+$194,588,039
Number of buys
45
Number of sells
34

Institutional Holders of AGF U.S. Market Neutral Anti-Beta Fund - COMMON STOCK (BTAL) as of Q3 2024

As of 30 Sep 2024, AGF U.S. Market Neutral Anti-Beta Fund - COMMON STOCK (BTAL) was held by 71 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 17,394,514 shares. The largest 10 holders included Tredje AP-fonden, Federation des caisses Desjardins du Quebec, OSAIC HOLDINGS, INC., Kovitz Investment Group Partners, LLC, Cornerstone Wealth Group, LLC, MORGAN STANLEY, OneDigital Investment Advisors LLC, LPL Financial LLC, STIFEL FINANCIAL CORP, and SCOTIA CAPITAL INC.. This page lists 71 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.