We are live on ! Find out more
BTE icon

Baytex Energy

155 hedge funds and large institutions have $2.12B invested in Baytex Energy in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

123% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $10M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 45

14% more capital invested

Capital invested by funds: $1.85B → $2.12B (+$264M)

14% more funds holding

Funds holding: 136155 (+19)

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
5.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
28
Increased
57
Reduced
45
Closed
9
Calls
$22.4M
Puts
$10M
Net Calls
+$12.4M
Net Calls Change
+$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
TFS Capital
Pennsylvania
$204K -$68.2K -1,694 -26%
DFIM
127
Detwiler Fenton Investment Management
Massachusetts
$201K +$196K +4,874 New
Wells Fargo
128
Wells Fargo
California
$187K +$11.9K +296 +7%
Citadel Advisors
129
Citadel Advisors
Florida
$181K +$174K +4,329 +9,620%
US Bancorp
130
US Bancorp
Minnesota
$109K -$18.1K -450 -14%
Creative Planning
131
Creative Planning
Kansas
$90K +$85.1K +2,112 +2,816%
TRCT
132
Tower Research Capital (TRC)
New York
$69K +$10.8K +267 +19%
Group One Trading
133
Group One Trading
Illinois
$37K -$254K -6,300 -88%
OMCS
134
Old Mutual Customised Solutions
South Africa
$37K
Walleye Trading
135
Walleye Trading
New York
$37K +$34.2K +850 +1,771%
AIG
136
American International Group
New York
$35.1K +$20.1K +500 +143%
LFR
137
Lehman Financial Resources
Pennsylvania
$29K
SSB
138
Sandy Spring Bank
Maryland
$29K
ST
139
Smithfield Trust
Pennsylvania
$28K
BBHC
140
Brown Brothers Harriman & Co
New York
$25K
GT
141
Glenmede Trust
Pennsylvania
$24K
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$21K
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$21K
HI
144
Hudock Inc
Pennsylvania
$21K +$322 +8 +2%
CTC
145
Central Trust Company
Missouri
$21K +$20.1K +500 New
EWM
146
Elite Wealth Management
Washington
$21K +$20.1K +500 New
RNS
147
Robert N. Shapiro
$8K -$106K -2,625 -93%
MFBTD
148
MB Financial Bank - Trust Department
Illinois
$8K
BPBT
149
Boston Private Bank & Trust
Massachusetts
$7K
DAM
150
Delta Asset Management
Tennessee
$7K

BTE Hedge Fund Activity: Q3 2013 in Review

155 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q3 2013, worth a combined $2.12B — up 14% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BTE positions and 9 closed out — a net gain of 19 holders — while 57 added to existing stakes and 45 trimmed.

The largest buyer was Hexavest, opening a new position worth an estimated $41.5M. The largest seller was Bank of America, cutting an estimated $42M.

  • 155 institutional investors held Baytex Energy (BTE) as of Q3 2013, up from 136 in Q2 2013.
  • Funds reported $2.12B of Baytex Energy stock for Q3 2013, up 14% quarter-over-quarter.
  • 28 funds opened new Baytex Energy positions in Q3 2013 and 9 closed out, a net change of +19 holders.
  • The largest Baytex Energy buyer in Q3 2013 was Hexavest, an estimated $41.5M added.
  • The largest Baytex Energy seller in Q3 2013 was Bank of America, an estimated $42M sold.

Based on aggregated 13F filings for Q3 2013.