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BlackBerry

264 hedge funds and large institutions have $2.96B invested in BlackBerry in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

1% more funds holding

Funds holding: 262264 (+2)

0.66% less ownership

Funds ownership: 57.81%57.15% (-0.66%)

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

17% less capital invested

Capital invested by funds: $3.57B → $2.96B (-$601M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

53% less call options, than puts

Call options by funds: $66.2M | Put options by funds: $141M

Holders
264
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
6.04%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
39
Increased
78
Reduced
86
Closed
36
Calls
$66.2M
Puts
$141M
Net Calls
-$75.3M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$710M +$4.27M +383,000 +0.5%
FFH
2
Fairfax Financial Holdings
Ontario, Canada
$450M
IAM
3
Iridian Asset Management
Connecticut
$136M -$2.62M -234,929 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$118M -$6.38M -572,439 -4%
DLPIC
5
Davide Leone & Partners Investment Company
United Kingdom
$83.8M +$43.5M +3,900,195 +82%
OTPPB
6
Ontario Teachers' Pension Plan Board
Ontario, Canada
$77.3M -$26.6M -2,383,076 -23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$69.3M +$1.71M +152,959 +2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$60.2M -$7.22M -647,346 -9%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$59.9M -$13.9M -1,250,096 -17%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$57.6M +$10.5M +940,939 +19%
Norges Bank
11
Norges Bank
Norway
$51.1M +$39.5M +3,545,540 +202%
TD Asset Management
12
TD Asset Management
Ontario, Canada
$44.8M -$79.5K -7,124 -0.2%
KBG
13
Kahn Brothers Group
New York
$44.5M +$1.61M +144,300 +3%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$44.3M -$14.2M -1,270,681 -22%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$43.4M -$2.77M -248,100 -5%
Renaissance Technologies
16
Renaissance Technologies
New York
$42.9M -$23.6M -2,116,200 -32%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$40.6M -$31.6M -2,829,565 -40%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$38.8M -$10.6M -950,376 -19%
O
19
OppenheimerFunds
New York
$38.6M -$7.13K -639 -0%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$37.3M +$14.8M +1,331,340 +52%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$36.9M +$3.04M +272,998 +8%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$36.3M -$5.07M -454,444 -11%
LBA
23
Letko, Brosseau & Associates
Quebec, Canada
$34M -$66.9K -6,000 -0.2%
Jennison Associates
24
Jennison Associates
New York
$30.4M +$12.3M +1,105,890 +54%
UBS AM
25
UBS AM
Illinois
$26.8M +$3.39M +304,043 +12%

BB Hedge Fund Activity: Q2 2018 in Review

264 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q2 2018, worth a combined $2.96B — down 17% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BB positions and 36 closed out — a net gain of 3 holders — while 78 added to existing stakes and 86 trimmed.

The largest buyer was Davide Leone & Partners Investment Company, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $31.6M.

  • 264 institutional investors held BlackBerry (BB) as of Q2 2018, up from 262 in Q1 2018.
  • Funds reported $2.96B of BlackBerry stock for Q2 2018, down 17% quarter-over-quarter.
  • 39 funds opened new BlackBerry positions in Q2 2018 and 36 closed out, a net change of +3 holders.
  • The largest BlackBerry buyer in Q2 2018 was Davide Leone & Partners Investment Company, an estimated $43.5M added.
  • The largest BlackBerry seller in Q2 2018 was Fidelity Investments, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2018.