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BLDP

Ballard Power Systems

62 hedge funds and large institutions have $10.7M invested in Ballard Power Systems in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $959K

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3.72% more ownership

Funds ownership: 0%3.72% (+3.7%)

0% more funds holding

Funds holding: 6262 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

43% less capital invested

Capital invested by funds: $18.7M → $10.7M (-$7.96M)

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
12
Reduced
13
Closed
7
Calls
$1.17M
Puts
$959K
Net Calls
+$214K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$24K -$68.6K -34,400 -70%
ARTA
27
A.R.T. Advisors
New York
$23K +$28.1K +14,080 New
US Bancorp
28
US Bancorp
Minnesota
$18K
Creative Planning
29
Creative Planning
Kansas
$16K +$1.1K +550 +6%
AIM
30
Acrospire Investment Management
Illinois
$13K +$674 +338 +4%
WAS
31
WESPAC Advisors SoCal
California
$7.26K
UBS Group
32
UBS Group
Switzerland
$7K -$2.89K -1,450 -25%
WIM
33
Westside Investment Management
California
$6.32K +$6.78K +3,400 New
TRCT
34
Tower Research Capital (TRC)
New York
$6K -$19.3K -9,688 -79%
AG
35
Advisor Group
Arizona
$6K +$399 +200 +6%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$4K -$598 -300 -11%
BC
37
Barnett & Company
Tennessee
$4K
MFS
38
MSI Financial Services
Massachusetts
$3K
GWM
39
Geneos Wealth Management
Colorado
$2K
Toronto Dominion Bank
40
Toronto Dominion Bank
Ontario, Canada
$1K -$191 -96 -19%
AIM
41
Advantage Investment Management
Iowa
$1K
FANJ
42
Financial Architects (New Jersey)
New Jersey
$1K
GBBWRPM
43
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
HR
44
Howe & Rusling
New York
$1K
SAM
45
Shell Asset Management
Netherlands
$1K
Wells Fargo
46
Wells Fargo
California
$1K
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
$1K +$1.14K +573 New
AOWM
48
Alpha Omega Wealth Management
Virginia
$1K +$1.79K +900 New
Goldman Sachs
49
Goldman Sachs
New York
-$961K -434,579 Closed
EDRH
50
Edmond de Rothschild Holding
Switzerland
-$318K -145,300 Closed

BLDP Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ballard Power Systems (BLDP) for Q4 2016, worth a combined $10.7M — down 43% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BLDP positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, adding an estimated $316K. The largest seller was Renaissance Technologies, cutting an estimated $1.62M.

  • 62 institutional investors held Ballard Power Systems (BLDP) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $10.7M of Ballard Power Systems stock for Q4 2016, down 43% quarter-over-quarter.
  • 8 funds opened new Ballard Power Systems positions in Q4 2016 and 7 closed out, a net change of +1 holder.
  • The largest Ballard Power Systems buyer in Q4 2016 was Invesco, an estimated $316K added.
  • The largest Ballard Power Systems seller in Q4 2016 was Renaissance Technologies, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2016.