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Braskem

101 hedge funds and large institutions have $563M invested in Braskem in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

12% more funds holding

Funds holding: 90101 (+11)

9% more capital invested

Capital invested by funds: $516M → $563M (+$46.6M)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
29
Reduced
38
Closed
12
Calls
$6.93M
Puts
Net Calls
+$6.93M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$143M +$77.2M +2,703,015 +99%
Renaissance Technologies
2
Renaissance Technologies
New York
$107M -$1.64M -57,300 -1%
CCM
3
Contrarian Capital Management
Connecticut
$73.6M +$7.04M +246,597 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.1M +$2.79M +97,602 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.1M -$316K -11,068 -1%
Millennium Management
6
Millennium Management
New York
$22.4M +$2.4M +84,092 +11%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$14.3M -$13.2M -461,664 -46%
HCM
8
Highbridge Capital Management
New York
$9.71M +$10.6M +369,797 New
RCMNY
9
Rubric Capital Management (New York)
New York
$8.68M -$1.55M -54,372 -14%
EAM
10
Exane Asset Management
France
$8.65M +$9.41M +329,405 New
Bank of America
11
Bank of America
North Carolina
$8.11M +$466K +16,309 +6%
DWA
12
Dorsey Wright & Associates
California
$7.4M +$2.14M +75,013 +36%
CC
13
Carlson Capital
Texas
$6.57M +$7.14M +250,000 New
CS
14
Credit Suisse
Switzerland
$6.56M -$3.56M -124,834 -33%
CANY
15
Caxton Associates (New York)
New York
$6.04M -$1.07M -37,600 -14%
FCH
16
Freestone Capital Holdings
Washington
$5.98M +$151K +5,302 +2%
State Street
17
State Street
Massachusetts
$5.61M +$490K +17,150 +9%
Macquarie Group
18
Macquarie Group
Australia
$4.64M -$6M -210,050 -54%
Lazard Asset Management
19
Lazard Asset Management
New York
$4.38M +$3.13M +109,569 +192%
Deutsche Bank
20
Deutsche Bank
Germany
$3.7M +$554K +19,407 +16%
GC
21
Guggenheim Capital
Illinois
$3.64M -$525K -18,369 -12%
PPA
22
Parametric Portfolio Associates
Washington
$3.24M +$259K +9,065 +8%
Morgan Stanley
23
Morgan Stanley
New York
$3M -$2.4M -83,952 -42%
PMAM
24
Picton Mahoney Asset Management
Ontario, Canada
$2.89M +$3.14M +109,900 New
AG
25
Aperio Group
California
$2.64M -$25.4K -889 -0.9%

BAK Hedge Fund Activity: Q4 2017 in Review

101 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Braskem (BAK) for Q4 2017, worth a combined $563M — up 9% from $516M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BAK positions and 12 closed out — a net gain of 11 holders — while 29 added to existing stakes and 38 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $77.2M. The largest seller was Arrowstreet Capital, cutting an estimated $13.2M.

  • 101 institutional investors held Braskem (BAK) as of Q4 2017, up from 90 in Q3 2017.
  • Funds reported $563M of Braskem stock for Q4 2017, up 9% quarter-over-quarter.
  • 23 funds opened new Braskem positions in Q4 2017 and 12 closed out, a net change of +11 holders.
  • The largest Braskem buyer in Q4 2017 was Adage Capital Partners, an estimated $77.2M added.
  • The largest Braskem seller in Q4 2017 was Arrowstreet Capital, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2017.