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Best Buy

397 hedge funds and large institutions have $8.4B invested in Best Buy in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $7.02B → $8.4B (+$1.38B)

4% more funds holding

Funds holding: 381397 (+16)

0.76% more ownership

Funds ownership: 76.9%77.66% (+0.76%)

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 147

10% less call options, than puts

Call options by funds: $252M | Put options by funds: $279M

Holders
397
Holders Change
+16
Holders Change %
+4.2%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
58
Increased
140
Reduced
147
Closed
39
Calls
$252M
Puts
$279M
Net Calls
-$27.3M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
26
Axa
France
$60.7M +$9.2M +341,212 +21%
TGI
27
Tradewinds Global Investors
California
$59.2M +$4.4M +163,312 +9%
SO
28
STRS Ohio
Ohio
$56.1M
IIM
29
Ivory Investment Management
New York
$53.2M +$2.55M +94,778 +6%
JHIU
30
Janus Henderson Investors US
Colorado
$50.9M -$78.6M -2,917,500 -64%
Charles Schwab
31
Charles Schwab
California
$50.6M +$342K +12,680 +0.8%
Alkeon Capital Management
32
Alkeon Capital Management
New York
$47.6M -$387K -14,360 -0.9%
Morgan Stanley
33
Morgan Stanley
New York
$47.5M +$16.2M +600,982 +64%
Legal & General Group
34
Legal & General Group
United Kingdom
$45.7M +$1.17M +43,497 +3%
CS
35
Credit Suisse
Switzerland
$41.5M +$15.8M +586,155 +78%
Capital Fund Management (CFM)
36
Capital Fund Management (CFM)
France
$38.2M -$2.16M -80,252 -6%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$38M +$321K +11,892 +1%
TCSAM
38
Tyrus Capital S.A.M.
Monaco
$36.4M +$31.6M +1,173,983 New
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$36.1M +$13.1M +485,800 +72%
MVP
40
Miller Value Partners
Florida
$36M -$447K -16,575 -1%
Goldman Sachs
41
Goldman Sachs
New York
$35.9M -$820K -30,405 -3%
N
42
Nuveen
North Carolina
$35.6M -$3.12M -115,810 -9%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$34.4M -$465K -17,261 -2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$32.7M -$2.46M -91,190 -8%
Deutsche Bank
45
Deutsche Bank
Germany
$32.6M -$1.07M -39,636 -4%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$31M +$6.45M +239,180 +31%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$30.8M +$14.9M +552,231 +125%
CANY
48
Caxton Associates (New York)
New York
$30.5M +$26.6M +985,000 New
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$28.8M +$64.4K +2,389 +0.3%
Barclays
50
Barclays
United Kingdom
$28.1M +$2.28M +84,450 +10%

BBY Hedge Fund Activity: Q2 2014 in Review

397 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Best Buy (BBY) for Q2 2014, worth a combined $8.4B — up 20% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BBY positions and 39 closed out — a net gain of 19 holders — while 140 added to existing stakes and 147 trimmed.

The largest buyer was Ameriprise, adding an estimated $146M. The largest seller was Wellington Management Group, cutting an estimated $200M.

  • 397 institutional investors held Best Buy (BBY) as of Q2 2014, up from 381 in Q1 2014.
  • Funds reported $8.4B of Best Buy stock for Q2 2014, up 20% quarter-over-quarter.
  • 58 funds opened new Best Buy positions in Q2 2014 and 39 closed out, a net change of +19 holders.
  • The largest Best Buy buyer in Q2 2014 was Ameriprise, an estimated $146M added.
  • The largest Best Buy seller in Q2 2014 was Wellington Management Group, an estimated $200M sold.

Based on aggregated 13F filings for Q2 2014.