BEAM INC COM STK (DE)
BEAM
BEAM was delisted on the 30th of April, 2014.
455 hedge funds and large institutions have $11B invested in BEAM INC COM STK (DE) in 2014 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 115 increasing their positions, 188 reducing their positions, and 94 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 7 → 35 (+28)
53% more call options, than puts
Call options by funds: $104M | Put options by funds: $68.5M
22% more capital invested
Capital invested by funds: $8.99B → $11B (+$1.96B)
6% less funds holding
Funds holding: 482 → 455 (-27)
21% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 94
39% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$312M |
| 2 |
WIC
Water Island Capital
New York
|
+$291M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$208M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$198M |
| 5 |
DKCM
Davidson Kempner Capital Management
New York
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
-$744M |
| 2 |
Goldman Sachs
New York
|
-$261M |
| 3 |
YCMGA
York Capital Management Global Advisors
New York
|
-$206M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$187M |
| 5 |
JP Morgan Chase
New York
|
-$168M |
BEAM Hedge Fund Activity: Q1 2014 in Review
455 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in BEAM INC COM STK (DE) (BEAM) for Q1 2014, worth a combined $11B — up 22% from $8.99B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of BEAM and 74 opened new positions — a net loss of 20 holders — while 188 trimmed existing stakes and 115 added.
The largest buyer was Fidelity Investments, adding an estimated $312M. The largest seller was Pershing Square Capital Management, cutting an estimated $744M.
- 455 institutional investors held BEAM INC COM STK (DE) (BEAM) as of Q1 2014, down from 482 in Q4 2013.
- Funds reported $11B of BEAM INC COM STK (DE) stock for Q1 2014, up 22% quarter-over-quarter.
- 74 funds opened new BEAM INC COM STK (DE) positions in Q1 2014 and 94 closed out, a net change of -20 holders.
- The largest BEAM INC COM STK (DE) buyer in Q1 2014 was Fidelity Investments, an estimated $312M added.
- The largest BEAM INC COM STK (DE) seller in Q1 2014 was Pershing Square Capital Management, an estimated $744M sold.
Based on aggregated 13F filings for Q1 2014.