BlackBerry
270 hedge funds and large institutions have $3.35B invested in BlackBerry in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 31 closing their positions.
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
13% more capital invested
Capital invested by funds: $2.96B → $3.35B (+$382M)
2% more funds holding
Funds holding: 264 → 270 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 92
2.44% less ownership
Funds ownership: 57.15% → 54.71% (-2.4%)
50% less call options, than puts
Call options by funds: $77.7M | Put options by funds: $155M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$27.1M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$23.5M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$22.9M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$17.9M |
| 5 |
BMO
Beck Mack & Oliver
New York
|
+$7.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.2M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$32.8M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$26.8M |
| 4 |
Renaissance Technologies
New York
|
-$23.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.1M |
BB Hedge Fund Activity: Q3 2018 in Review
270 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q3 2018, worth a combined $3.35B — up 13% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BB positions and 31 closed out — a net gain of 9 holders — while 89 added to existing stakes and 92 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $27.1M. The largest seller was Fidelity Investments, cutting an estimated $42.2M.
- 270 institutional investors held BlackBerry (BB) as of Q3 2018, up from 264 in Q2 2018.
- Funds reported $3.35B of BlackBerry stock for Q3 2018, up 13% quarter-over-quarter.
- 40 funds opened new BlackBerry positions in Q3 2018 and 31 closed out, a net change of +9 holders.
- The largest BlackBerry buyer in Q3 2018 was Citadel Advisors, an estimated $27.1M added.
- The largest BlackBerry seller in Q3 2018 was Fidelity Investments, an estimated $42.2M sold.
Based on aggregated 13F filings for Q3 2018.