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Baytex Energy

153 hedge funds and large institutions have $737M invested in Baytex Energy in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 34

29% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $1.61M

5.58% more ownership

Funds ownership: 37.13%42.71% (+5.6%)

2% less capital invested

Capital invested by funds: $754M → $737M (-$16.7M)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 156153 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
65
Reduced
34
Closed
21
Calls
$2.09M
Puts
$1.61M
Net Calls
+$473K
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
126
Hartford Financial Management
Connecticut
$31.2K
BFG
127
Baron Financial Group
New Jersey
$30.4K
SLAM
128
Swiss Life Asset Management
$23.2K
SC
129
Savant Capital
Illinois
$22.9K -$43.1K -18,101 -64%
FCMT
130
Founders Capital Management (Texas)
Texas
$22.3K
HGA
131
Hobbs Group Advisors
South Carolina
$22.3K
WS
132
Wedbush Securities
California
$22K
BGC
133
Beutel, Goodman & Co
Ontario, Canada
$22K +$23.8K +10,000 New
PP
134
Pacifica Partners
Canada
$20.9K
NA
135
NewEdge Advisors
Louisiana
$9.33K +$26 +11 +0.3%
CFS
136
Compass Financial Services
Iowa
$7.97K +$50 +21 +0.6%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$7K
DMIC
138
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.76K
Osaic Holdings
139
Osaic Holdings
Arizona
$5.2K -$1.2K -505 -18%
NFSG
140
Newbridge Financial Services Group
Florida
$5.08K +$29 +12 +0.5%
WWM
141
Wolff Wiese Magana
California
$4.46K
SIS
142
Sound Income Strategies
Florida
$1.71K +$1.83K +767 New
Jones Financial Companies
143
Jones Financial Companies
Missouri
$1.63K +$1.78K +749 New
LWMI
144
Legacy Wealth Management (Idaho)
Idaho
$933 +$76 +32 +8%
RhumbLine Advisers
145
RhumbLine Advisers
Massachusetts
$613 +$655 +275 New
SS
146
SBI Securities
Japan
$457 +$2 +1 +0.5%
EPIM
147
Evelyn Partners Investment Management
$430
IA
148
IFP Advisors
Florida
$317
TSMHT
149
Thurston Springer Miller Herd & Titak
Indiana
$264 +$36 +15 +14%
LFG
150
Larson Financial Group
Missouri
$234