BlackBerry
230 hedge funds and large institutions have $3.51B invested in BlackBerry in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 37 closing their positions.
78% more call options, than puts
Call options by funds: $184M | Put options by funds: $103M
35% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 63
4% more capital invested
Capital invested by funds: $3.37B → $3.51B (+$145M)
0% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 37
2% less funds holding
Funds holding: 234 → 230 (-4)
4.26% less ownership
Funds ownership: 63.5% → 59.24% (-4.3%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.1M |
| 2 |
Renaissance Technologies
New York
|
+$23.1M |
| 3 |
D.E. Shaw & Co
New York
|
+$20.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$12.3M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$210M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$37.8M |
| 3 |
CAM
Contour Asset Management
New York
|
-$34.2M |
| 4 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$27.5M |
| 5 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$23.1M |
BB Hedge Fund Activity: Q3 2017 in Review
230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q3 2017, worth a combined $3.51B — up 4.3% from $3.37B a quarter earlier.
Fund positioning in BB was balanced in Q3 2017: 37 funds opened new positions, 37 closed out, 85 added to existing stakes and 63 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25.1M. The largest seller was Toronto Dominion Bank, cutting an estimated $210M.
- 230 institutional investors held BlackBerry (BB) as of Q3 2017, down from 234 in Q2 2017.
- Funds reported $3.51B of BlackBerry stock for Q3 2017, up 4.3% quarter-over-quarter.
- 37 funds opened new BlackBerry positions in Q3 2017 and 37 closed out, a net change of 0 holders.
- The largest BlackBerry buyer in Q3 2017 was Fidelity Investments, an estimated $25.1M added.
- The largest BlackBerry seller in Q3 2017 was Toronto Dominion Bank, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2017.