BlackBerry
240 hedge funds and large institutions have $1.85B invested in BlackBerry in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 40 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
22% more capital invested
Capital invested by funds: $1.51B → $1.85B (+$335M)
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
0.46% less ownership
Funds ownership: 52.55% → 52.09% (-0.46%)
2% less funds holding
Funds holding: 245 → 240 (-5)
16% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 79
45% less call options, than puts
Call options by funds: $48.9M | Put options by funds: $89.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$61.5M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$41.2M |
| 3 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$17.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$8.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$37.6M |
| 2 |
Renaissance Technologies
New York
|
-$19.8M |
| 3 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$15.6M |
| 4 |
Axa
Paris,
France
|
-$15.4M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.23M |
BB Hedge Fund Activity: Q4 2019 in Review
240 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q4 2019, worth a combined $1.85B — up 22% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BB positions and 40 closed out — a net gain of 2 holders — while 66 added to existing stakes and 79 trimmed.
The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $61.5M. The largest seller was Invesco, cutting an estimated $37.6M.
- 240 institutional investors held BlackBerry (BB) as of Q4 2019, down from 245 in Q3 2019.
- Funds reported $1.85B of BlackBerry stock for Q4 2019, up 22% quarter-over-quarter.
- 42 funds opened new BlackBerry positions in Q4 2019 and 40 closed out, a net change of +2 holders.
- The largest BlackBerry buyer in Q4 2019 was Ontario Teachers' Pension Plan Board, an estimated $61.5M added.
- The largest BlackBerry seller in Q4 2019 was Invesco, an estimated $37.6M sold.
Based on aggregated 13F filings for Q4 2019.