BlackBerry
232 hedge funds and large institutions have $1.11B invested in BlackBerry in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 46 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 69
9% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 46
3.14% less ownership
Funds ownership: 52.09% → 48.95% (-3.1%)
3% less funds holding
Funds holding: 240 → 232 (-8)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
40% less capital invested
Capital invested by funds: $1.85B → $1.11B (-$739M)
43% less call options, than puts
Call options by funds: $13.9M | Put options by funds: $24.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$15.9M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
+$11.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.4M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$26.6M |
| 2 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$25.8M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$19.2M |
| 4 |
Morgan Stanley
New York
|
-$18.2M |
| 5 |
AIP
ARS Investment Partners
New York
|
-$11.9M |
BB Hedge Fund Activity: Q1 2020 in Review
232 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q1 2020, worth a combined $1.11B — down 40% from $1.85B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of BB and 42 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 69 added.
The largest buyer was Fidelity International, opening a new position worth an estimated $15.9M. The largest seller was Primecap Management, cutting an estimated $26.6M.
- 232 institutional investors held BlackBerry (BB) as of Q1 2020, down from 240 in Q4 2019.
- Funds reported $1.11B of BlackBerry stock for Q1 2020, down 40% quarter-over-quarter.
- 42 funds opened new BlackBerry positions in Q1 2020 and 46 closed out, a net change of -4 holders.
- The largest BlackBerry buyer in Q1 2020 was Fidelity International, an estimated $15.9M added.
- The largest BlackBerry seller in Q1 2020 was Primecap Management, an estimated $26.6M sold.
Based on aggregated 13F filings for Q1 2020.