BlackBerry
215 hedge funds and large institutions have $1.32B invested in BlackBerry in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 43 closing their positions.
55% more call options, than puts
Call options by funds: $46.7M | Put options by funds: $30.1M
2.8% more ownership
Funds ownership: 45.15% → 47.95% (+2.8%)
2% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 231 → 215 (-16)
9% less capital invested
Capital invested by funds: $1.46B → $1.32B (-$137M)
33% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$91.1M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$22.2M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$15.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$14.1M |
| 5 |
Jane Street
New York
|
+$9.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F
FIFTHDELTA
London,
United Kingdom
|
-$32.6M |
| 2 |
Legal & General Group
London,
United Kingdom
|
-$18M |
| 3 |
Renaissance Technologies
New York
|
-$7.41M |
| 4 |
CC
Cartenna Capital
Stamford,
Connecticut
|
-$6.64M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$6.17M |
BB Hedge Fund Activity: Q3 2023 in Review
215 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q3 2023, worth a combined $1.32B — down 9.4% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of BB and 29 opened new positions — a net loss of 14 holders — while 63 trimmed existing stakes and 64 added.
The largest buyer was First Trust Advisors, adding an estimated $91.1M. The largest seller was FIFTHDELTA, cutting an estimated $32.6M.
- 215 institutional investors held BlackBerry (BB) as of Q3 2023, down from 231 in Q2 2023.
- Funds reported $1.32B of BlackBerry stock for Q3 2023, down 9.4% quarter-over-quarter.
- 29 funds opened new BlackBerry positions in Q3 2023 and 43 closed out, a net change of -14 holders.
- The largest BlackBerry buyer in Q3 2023 was First Trust Advisors, an estimated $91.1M added.
- The largest BlackBerry seller in Q3 2023 was FIFTHDELTA, an estimated $32.6M sold.
Based on aggregated 13F filings for Q3 2023.