BlackBerry
226 hedge funds and large institutions have $3.03B invested in BlackBerry in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 26 closing their positions.
35% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 26
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
17% more capital invested
Capital invested by funds: $2.59B → $3.03B (+$440M)
2% more funds holding
Funds holding: 222 → 226 (+4)
0% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 76
54% less call options, than puts
Call options by funds: $189M | Put options by funds: $411M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marketfield Asset Management
New York
|
+$82M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$31.3M |
| 3 |
Renaissance Technologies
New York
|
+$27.7M |
| 4 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
+$24.1M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$72.5M |
| 2 |
D.E. Shaw & Co
New York
|
-$18.2M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$17.8M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$8.93M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$7.74M |
BB Hedge Fund Activity: Q4 2014 in Review
226 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q4 2014, worth a combined $3.03B — up 17% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new BB positions and 26 closed out — a net gain of 9 holders — while 76 added to existing stakes and 76 trimmed.
The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $82M. The largest seller was Toronto Dominion Bank, cutting an estimated $72.5M.
- 226 institutional investors held BlackBerry (BB) as of Q4 2014, up from 222 in Q3 2014.
- Funds reported $3.03B of BlackBerry stock for Q4 2014, up 17% quarter-over-quarter.
- 35 funds opened new BlackBerry positions in Q4 2014 and 26 closed out, a net change of +9 holders.
- The largest BlackBerry buyer in Q4 2014 was Marketfield Asset Management, an estimated $82M added.
- The largest BlackBerry seller in Q4 2014 was Toronto Dominion Bank, an estimated $72.5M sold.
Based on aggregated 13F filings for Q4 2014.