Baytex Energy
180 hedge funds and large institutions have $3.57B invested in Baytex Energy in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 12 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
93% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 44
85% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $6.84M
53% more capital invested
Capital invested by funds: $2.34B → $3.57B (+$1.23B)
7% more funds holding
Funds holding: 169 → 180 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$244M |
| 2 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$113M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$90.9M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$59.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$17.4M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$9.83M |
| 3 |
Renaissance Technologies
New York
|
-$8.54M |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$7.32M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.51M |
BTE Hedge Fund Activity: Q2 2014 in Review
180 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q2 2014, worth a combined $3.57B — up 53% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BTE positions and 12 closed out — a net gain of 12 holders — while 85 added to existing stakes and 44 trimmed.
The largest buyer was Capital World Investors, adding an estimated $244M. The largest seller was I.G. Investment Management, cutting an estimated $17.4M.
- 180 institutional investors held Baytex Energy (BTE) as of Q2 2014, up from 169 in Q1 2014.
- Funds reported $3.57B of Baytex Energy stock for Q2 2014, up 53% quarter-over-quarter.
- 24 funds opened new Baytex Energy positions in Q2 2014 and 12 closed out, a net change of +12 holders.
- The largest Baytex Energy buyer in Q2 2014 was Capital World Investors, an estimated $244M added.
- The largest Baytex Energy seller in Q2 2014 was I.G. Investment Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q2 2014.