BlackBerry
231 hedge funds and large institutions have $2.19B invested in BlackBerry in 2013 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 52 closing their positions.
21% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 52
4% more funds holding
Funds holding: 223 → 231 (+8)
0% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 67
25% less capital invested
Capital invested by funds: $2.92B → $2.19B (-$723M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
51% less call options, than puts
Call options by funds: $264M | Put options by funds: $538M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mason Capital Management
New York
|
+$26.7M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$24.1M |
| 3 |
BRC
Blue Ridge Capital
New York
|
+$22.8M |
| 4 |
Morgan Stanley
New York
|
+$22.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$57.8M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$55.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$32M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$31.2M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$27.7M |
BB Hedge Fund Activity: Q3 2013 in Review
231 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q3 2013, worth a combined $2.19B — down 25% from $2.92B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new BB positions and 52 closed out — a net gain of 11 holders — while 67 added to existing stakes and 67 trimmed.
The largest buyer was Mason Capital Management, opening a new position worth an estimated $26.7M. The largest seller was Viking Global Investors, cutting an estimated $57.8M.
- 231 institutional investors held BlackBerry (BB) as of Q3 2013, up from 223 in Q2 2013.
- Funds reported $2.19B of BlackBerry stock for Q3 2013, down 25% quarter-over-quarter.
- 63 funds opened new BlackBerry positions in Q3 2013 and 52 closed out, a net change of +11 holders.
- The largest BlackBerry buyer in Q3 2013 was Mason Capital Management, an estimated $26.7M added.
- The largest BlackBerry seller in Q3 2013 was Viking Global Investors, an estimated $57.8M sold.
Based on aggregated 13F filings for Q3 2013.