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BlackBerry

226 hedge funds and large institutions have $2.46B invested in BlackBerry in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 67

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less capital invested

Capital invested by funds: $2.5B → $2.46B (-$44.1M)

2% less funds holding

Funds holding: 230226 (-4)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

38% less call options, than puts

Call options by funds: $123M | Put options by funds: $199M

Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
29
Increased
78
Reduced
67
Closed
29
Calls
$123M
Puts
$199M
Net Calls
-$76.3M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$559M +$41.9M +4,328,650 +7%
FFH
2
Fairfax Financial Holdings
Ontario, Canada
$382M
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$94.5M +$22.1M +2,276,762 +25%
DLPIC
4
Davide Leone & Partners Investment Company
United Kingdom
$78.8M
OTPPB
5
Ontario Teachers' Pension Plan Board
Ontario, Canada
$77.5M +$3.08M +317,766 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$67.8M -$1.27M -130,749 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$65.7M +$23.7M +2,451,400 +44%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$57.3M +$16.3M +1,679,127 +32%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$53.4M -$3.91M -404,070 -6%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$51.6M -$6.26M -646,528 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$49M +$22.1M +2,283,343 +62%
Vanguard Group
12
Vanguard Group
Pennsylvania
$46.7M +$4.98M +513,581 +10%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$38.8M -$15.1M -1,563,564 -25%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$36.2M +$42.3M +4,367,073 +7,834%
Norges Bank
15
Norges Bank
Norway
$35.9M -$1.77M -182,972 -4%
APG Asset Management
16
APG Asset Management
Netherlands
$35.6M -$414K -42,723 -1%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$32.9M +$2.34M +241,284 +6%
CS
18
Credit Suisse
Switzerland
$31.4M +$1.43M +148,069 +4%
AQR Capital Management
19
AQR Capital Management
Connecticut
$31.1M +$18.7M +1,929,244 +103%
KBG
20
Kahn Brothers Group
New York
$27M +$9.14M +943,149 +40%
Morgan Stanley
21
Morgan Stanley
New York
$25.3M -$7.72M -796,447 -21%
TAM
22
Tocqueville Asset Management
New York
$24.5M +$2.69M +277,630 +10%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$23.8M +$16.2M +1,670,668 +134%
Legal & General Group
24
Legal & General Group
United Kingdom
$23.3M +$1.02M +105,150 +4%
Group One Trading
25
Group One Trading
Illinois
$22M +$2.82M +291,178 +12%

BB Hedge Fund Activity: Q2 2015 in Review

226 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q2 2015, worth a combined $2.46B — down 1.8% from $2.5B a quarter earlier.

Fund positioning in BB was balanced in Q2 2015: 29 funds opened new positions, 29 closed out, 78 added to existing stakes and 67 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $42.3M. The largest seller was Marketfield Asset Management, cutting an estimated $24.3M.

  • 226 institutional investors held BlackBerry (BB) as of Q2 2015, down from 230 in Q1 2015.
  • Funds reported $2.46B of BlackBerry stock for Q2 2015, down 1.8% quarter-over-quarter.
  • 29 funds opened new BlackBerry positions in Q2 2015 and 29 closed out, a net change of 0 holders.
  • The largest BlackBerry buyer in Q2 2015 was Susquehanna International Group, an estimated $42.3M added.
  • The largest BlackBerry seller in Q2 2015 was Marketfield Asset Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2015.