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BlackBerry

224 hedge funds and large institutions have $1.09B invested in BlackBerry in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $21.9M

25% more capital invested

Capital invested by funds: $873M → $1.09B (+$217M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 37

2% less funds holding

Funds holding: 229224 (-5)

5.64% less ownership

Funds ownership: 46.84%41.2% (-5.6%)

17% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 70

Holders
224
Holders Change
-5
Holders Change %
-2.18%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
58
Reduced
70
Closed
37
Calls
$32.4M
Puts
$21.9M
Net Calls
+$10.4M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
151
Rathbones Group
United Kingdom
$45.6K
IA
152
IFP Advisors
Florida
$40.2K -$2.21K -557 -10%
CG
153
Cutler Group
California
$40K -$47.3K -11,931 -58%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$33K +$3.25K +820 +13%
AIM
155
Anchor Investment Management
South Carolina
$22.8K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$13.6K -$7.59K -1,915 -39%
Credit Agricole
157
Credit Agricole
France
$13.5K
MA
158
MCF Advisors
Kentucky
$11.8K
Baillie Gifford & Co
159
Baillie Gifford & Co
United Kingdom
$11.1K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$11K +$36 +9 +0.4%
AF
161
Allworth Financial
California
$8.94K
CHC
162
City Holding Co
West Virginia
$8.53K
PA
163
Parallel Advisors
California
$7.68K +$1.49K +376 +29%
S
164
SignatureFD
Georgia
$6.01K -$11.6K -2,933 -69%
First Manhattan
165
First Manhattan
New York
$5.93K -$595 -150 -10%
LC
166
Lindbrook Capital
California
$4.57K +$1.86K +468 +88%
1832 Asset Management
167
1832 Asset Management
Ontario, Canada
$4.56K
PPC
168
Park Place Capital
Alabama
$4.56K
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$3.54K
AF
170
Advisornet Financial
Minnesota
$3.05K
WP
171
WealthPLAN Partners
Nebraska
$3.01K +$2.62K +660 New
FFL
172
Financial Freedom LLC
Ohio
$2.74K
GGI
173
Godsey & Gibb Inc
Virginia
$2.51K +$2.18K +550 New
SC
174
Stephens Consulting
Michigan
$2.33K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$2.33K -$39.5K -9,959 -95%

BB Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q1 2023, worth a combined $1.09B — up 25% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BB and 36 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 58 added.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $33.4M. The largest seller was Legal & General Group, cutting an estimated $80.5M.

  • 224 institutional investors held BlackBerry (BB) as of Q1 2023, down from 229 in Q4 2022.
  • Funds reported $1.09B of BlackBerry stock for Q1 2023, up 25% quarter-over-quarter.
  • 36 funds opened new BlackBerry positions in Q1 2023 and 37 closed out, a net change of -1 holder.
  • The largest BlackBerry buyer in Q1 2023 was EdgePoint Investment Group, an estimated $33.4M added.
  • The largest BlackBerry seller in Q1 2023 was Legal & General Group, an estimated $80.5M sold.

Based on aggregated 13F filings for Q1 2023.