BlackBerry
223 hedge funds and large institutions have $2.13B invested in BlackBerry in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 57 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% less capital invested
Capital invested by funds: $2.19B → $2.13B (-$66.7M)
3% less funds holding
Funds holding: 231 → 223 (-8)
12% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 57
16% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 76
27% less call options, than puts
Call options by funds: $263M | Put options by funds: $359M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
+$70.6M |
| 2 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
+$49.2M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
+$47.5M |
| 4 |
Primecap Management
Pasadena,
California
|
+$39.9M |
| 5 |
Two Sigma Investments
New York
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$22.1M |
| 3 |
MCM
Mason Capital Management
New York
|
-$21.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$19.4M |
BB Hedge Fund Activity: Q4 2013 in Review
223 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q4 2013, worth a combined $2.13B — down 3% from $2.19B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of BB and 50 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 64 added.
The largest buyer was Third Point, opening a new position worth an estimated $70.6M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.
- 223 institutional investors held BlackBerry (BB) as of Q4 2013, down from 231 in Q3 2013.
- Funds reported $2.13B of BlackBerry stock for Q4 2013, down 3% quarter-over-quarter.
- 50 funds opened new BlackBerry positions in Q4 2013 and 57 closed out, a net change of -7 holders.
- The largest BlackBerry buyer in Q4 2013 was Third Point, an estimated $70.6M added.
- The largest BlackBerry seller in Q4 2013 was Morgan Stanley, an estimated $34.5M sold.
Based on aggregated 13F filings for Q4 2013.