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Baytex Energy

169 hedge funds and large institutions have $1.08B invested in Baytex Energy in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $934M → $1.08B (+$144M)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

2.83% more ownership

Funds ownership: 33.25%36.09% (+2.8%)

0% more funds holding

Funds holding: 169169 (0)

13% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 61

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less call options, than puts

Call options by funds: $841K | Put options by funds: $1.83M

Holders
169
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
53
Reduced
61
Closed
21
Calls
$841K
Puts
$1.83M
Net Calls
-$993K
Net Calls Change
-$590K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Cetera Advisor Networks
California
$96.3K -$3.42K -1,056 -4%
DTL
127
Dynamic Technology Lab
Singapore
$91K -$340K -104,835 -81%
LPL Financial
128
LPL Financial
California
$80.1K
Creative Planning
129
Creative Planning
Kansas
$73.3K +$4.19K +1,292 +7%
DR
130
Davis Rea
Ontario, Canada
$71.8K -$811 -250 -1%
SC
131
Savant Capital
Illinois
$71.2K +$30.5K +9,412 +92%
CIC
132
Cornercap Investment Counsel
Georgia
$70K -$18.2K -5,610 -23%
DADC
133
D.A. Davidson & Co
Montana
$69.7K
PP
134
Pacifica Partners
Canada
$69.5K
MG
135
Marex Group
$63.2K +$56.4K +17,400 New
PFA
136
Petra Financial Advisors
Colorado
$60K
Wells Fargo
137
Wells Fargo
California
$59.3K -$7.62K -2,349 -13%
IDA
138
Intelligence Driven Advisers
California
$59.2K +$52.9K +16,306 New
HFM
139
Hartford Financial Management
Connecticut
$50.8K +$13K +4,000 +40%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$48K
CB
141
Centennial Bank
Arkansas
$39.9K
WS
142
Wedbush Securities
California
$36K
FCMT
143
Founders Capital Management (Texas)
Texas
$18.1K +$6.48K +2,000 +67%
NA
144
NewEdge Advisors
Louisiana
$15.1K +$447 +138 +3%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$12K -$120 -37 -1%
WWM
146
Wolff Wiese Magana
California
$7.26K
SSB
147
Sandy Spring Bank
Maryland
$6.96K
GIS
148
Grayhawk Investment Strategies
Alberta, Canada
$6.88K +$4.56K +1,407 New
SOW
149
State of Wyoming
Wyoming
$6.87K -$48.3K -14,900 -89%
KFI
150
Key Financial Inc
Pennsylvania
$6.17K