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BlackBerry

208 hedge funds and large institutions have $1.91B invested in BlackBerry in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

7% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $79.1M

8% less funds holding

Funds holding: 226208 (-18)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

22% less capital invested

Capital invested by funds: $2.46B → $1.91B (-$551M)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
208
Holders Change
-18
Holders Change %
-7.96%
% of All Funds
5.81%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
13
Increased
83
Reduced
73
Closed
30
Calls
$84.5M
Puts
$79.1M
Net Calls
+$5.33M
Net Calls Change
+$81.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$4.61M
Citadel Advisors
52
Citadel Advisors
Florida
$3.94M -$6.85M -917,850 -59%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$3.72M -$389K -52,103 -8%
Canada Life
54
Canada Life
Manitoba, Canada
$3.64M +$224K +30,042 +5%
CAM
55
Chou Associates Management
Ontario, Canada
$3.23M
BCM
56
Bluefin Capital Management
New York
$3.06M +$3.15M +422,012 +546%
Barclays
57
Barclays
United Kingdom
$3.05M +$1.84M +246,949 +94%
Aviva
58
Aviva
United Kingdom
$2.94M -$158K -21,218 -4%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.85M -$39.6K -5,307 -1%
Invesco
60
Invesco
Georgia
$2.66M -$1.38M -185,454 -30%
AL
61
Airain Ltd
Guernsey
$2.52M +$2.43M +325,221 +381%
DCM
62
Dynamic Capital Management
Jersey
$2.38M +$1.88M +251,703 +184%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$2.27M -$32.7M -4,377,458 -92%
SAM
64
Sentinel Asset Management
Vermont
$2.19M +$224K +30,000 +9%
EGM
65
Engineers Gate Manager
New York
$2.19M +$2.66M +356,500 New
Parallax Volatility Advisers
66
Parallax Volatility Advisers
California
$2.14M +$2.49M +333,798 +2,225%
ACI
67
AMP Capital Investors
Australia
$1.94M +$5.71K +765 +0.2%
IGIM
68
I.G. Investment Management
Manitoba, Canada
$1.87M +$764K +102,400 +51%
ST
69
Spot Trading
Illinois
$1.77M +$1.25M +167,626 +139%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$1.58M -$107K -14,300 -5%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$1.57M -$77.4K -10,377 -4%
VRS
72
Virginia Retirement Systems
Virginia
$1.53M +$284K +38,100 +18%
RCM
73
Rotella Capital Management
Washington
$1.5M +$1.83M +245,500 New
SAM
74
Shell Asset Management
Netherlands
$1.46M +$390K +52,326 +66%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.44M +$1.75M +234,900 New

BB Hedge Fund Activity: Q3 2015 in Review

208 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q3 2015, worth a combined $1.91B — down 22% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BB and 13 opened new positions — a net loss of 17 holders — while 73 trimmed existing stakes and 83 added.

The largest buyer was Renaissance Technologies, adding an estimated $46.9M. The largest seller was Arrowstreet Capital, cutting an estimated $32.7M.

  • 208 institutional investors held BlackBerry (BB) as of Q3 2015, down from 226 in Q2 2015.
  • Funds reported $1.91B of BlackBerry stock for Q3 2015, down 22% quarter-over-quarter.
  • 13 funds opened new BlackBerry positions in Q3 2015 and 30 closed out, a net change of -17 holders.
  • The largest BlackBerry buyer in Q3 2015 was Renaissance Technologies, an estimated $46.9M added.
  • The largest BlackBerry seller in Q3 2015 was Arrowstreet Capital, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2015.