BlackBerry
256 hedge funds and large institutions have $3.54B invested in BlackBerry in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
29% more call options, than puts
Call options by funds: $125M | Put options by funds: $97.2M
11% more funds holding
Funds holding: 230 → 256 (+26)
1% more capital invested
Capital invested by funds: $3.51B → $3.54B (+$25.9M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.1% less ownership
Funds ownership: 59.24% → 59.14% (-0.1%)
5% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.9M |
| 3 |
D.E. Shaw & Co
New York
|
+$22.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$20.4M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$51.2M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$40.8M |
| 3 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$14.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.3M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$11.1M |
BB Hedge Fund Activity: Q4 2017 in Review
256 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q4 2017, worth a combined $3.54B — up 0.74% from $3.51B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BB positions and 24 closed out — a net gain of 28 holders — while 75 added to existing stakes and 79 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $40.5M. The largest seller was OppenheimerFunds, cutting an estimated $51.2M.
- 256 institutional investors held BlackBerry (BB) as of Q4 2017, up from 230 in Q3 2017.
- Funds reported $3.54B of BlackBerry stock for Q4 2017, up 0.74% quarter-over-quarter.
- 52 funds opened new BlackBerry positions in Q4 2017 and 24 closed out, a net change of +28 holders.
- The largest BlackBerry buyer in Q4 2017 was Fidelity Investments, an estimated $40.5M added.
- The largest BlackBerry seller in Q4 2017 was OppenheimerFunds, an estimated $51.2M sold.
Based on aggregated 13F filings for Q4 2017.