Baytex Energy
112 hedge funds and large institutions have $164M invested in Baytex Energy in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 19 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 35
6% less funds holding
Funds holding: 119 → 112 (-7)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
46% less call options, than puts
Call options by funds: $444K | Put options by funds: $822K
47% less capital invested
Capital invested by funds: $309M → $164M (-$144M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$6.36M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$2.24M |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$1.39M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$974K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$841K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$14.6M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.29M |
| 3 |
MCM
Matarin Capital Management
New York
|
-$7.61M |
| 4 |
Morgan Stanley
New York
|
-$7.36M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$7.09M |
BTE Hedge Fund Activity: Q1 2017 in Review
112 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q1 2017, worth a combined $164M — down 47% from $309M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BTE and 16 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 32 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $6.36M. The largest seller was Fiera Capital (Canada), cutting an estimated $14.6M.
- 112 institutional investors held Baytex Energy (BTE) as of Q1 2017, down from 119 in Q4 2016.
- Funds reported $164M of Baytex Energy stock for Q1 2017, down 47% quarter-over-quarter.
- 16 funds opened new Baytex Energy positions in Q1 2017 and 19 closed out, a net change of -3 holders.
- The largest Baytex Energy buyer in Q1 2017 was Schroder Investment Management Group, an estimated $6.36M added.
- The largest Baytex Energy seller in Q1 2017 was Fiera Capital (Canada), an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2017.