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BlackBerry
BB

229 hedge funds and large institutions have $873M invested in BlackBerry in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $17.5M

2.19% more ownership

Funds ownership: 44.66% → 46.84% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 238 → 229 (-9)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

16% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 73

28% less capital invested

Capital invested by funds: $1.2B → $873M (-$331M)

Holders
229
Holders Change
-9
Holders Change %
-3.78%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
61
Reduced
73
Closed
46
Calls
$41.7M
Puts
$17.5M
Net Calls
+$24.2M
Net Calls Change
+$7M

Top Buyers

1
F
FIFTHDELTA
United Kingdom
+$116M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$40.7M
3
Legal & General Group
Legal & General Group
United Kingdom
+$8.24M
4
Jane Street
Jane Street
New York
+$7.07M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.87M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$74.6M
2
HCL
Heard Capital LLC
Illinois
-$15.8M
3
Primecap Management
Primecap Management
California
-$8.36M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$6.8M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$6.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$21K +$7.14K +1,610 +33%
AIM
152
Anchor Investment Management
South Carolina
$16.3K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$16K -$14.1K -3,184 -39%
S
154
SignatureFD
Georgia
$13.9K +$9.82K +2,213 +109%
OWA
155
One Wealth Advisors
California
$12.5K +$17K +3,821 New
Dimensional Fund Advisors
156
Dimensional Fund Advisors
Texas
$10.8K +$5.08M +1,145,342 +53%
Credit Agricole
157
Credit Agricole
France
$9.68K +$2.15K +485 +20%
MA
158
MCF Advisors
Kentucky
$8.43K -$4.44K -1,000 -28%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.42K -320 -12%
Baillie Gifford & Co
160
Baillie Gifford & Co
United Kingdom
$7.93K – – –
TF
161
TimeScale Financial
Massachusetts
$7.7K – – –
AF
162
Allworth Financial
California
$6.39K -$541 -122 -6%
CHC
163
City Holding Co
West Virginia
$6.09K – – –
MCC
164
Money Concepts Capital
Florida
$5.57K +$7.58K +1,707 New
First Manhattan
165
First Manhattan
New York
$4.73K – – –
PA
166
Parallel Advisors
California
$4.27K -$11.7K -2,633 -67%
ZB
167
Zions Bancorporation
Utah
$3.79K -$6.13K -1,381 -54%
1832 Asset Management
168
1832 Asset Management
Ontario, Canada
$3.26K – – –
QCG
169
Quadrant Capital Group
Ohio
$3.15K -$1.45K -327 -25%
PPC
170
Park Place Capital
Alabama
$3K +$4.44K +1,000 New
BBPWM
171
Blue Bell Private Wealth Management
Pennsylvania
$2.53K – – –
AF
172
Advisornet Financial
Minnesota
$2.18K – – –
BCV
173
Banque Cantonale Vaudoise
Switzerland
$2K – – –
JEST
174
JTC Employer Solutions Trustee
Jersey
$2K – – –
TF
175
Tompkins Financial
New York
$2K – – –
5 6
7
8 9

BB Hedge Fund Activity: Q4 2022 in Review

229 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q4 2022, worth a combined $873M — down 28% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of BB and 41 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 61 added.

The largest buyer was FIFTHDELTA, adding an estimated $116M. The largest seller was VOYA Investment Management, cutting an estimated $74.6M.

  • 229 institutional investors held BlackBerry (BB) as of Q4 2022, down from 238 in Q3 2022.
  • Funds reported $873M of BlackBerry stock for Q4 2022, down 28% quarter-over-quarter.
  • 41 funds opened new BlackBerry positions in Q4 2022 and 46 closed out, a net change of -5 holders.
  • The largest BlackBerry buyer in Q4 2022 was FIFTHDELTA, an estimated $116M added.
  • The largest BlackBerry seller in Q4 2022 was VOYA Investment Management, an estimated $74.6M sold.

Based on aggregated 13F filings for Q4 2022.