We are live on ! Find out more
BTE icon

Baytex Energy

169 hedge funds and large institutions have $2.34B invested in Baytex Energy in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

51% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $7.79M

14% more capital invested

Capital invested by funds: $2.05B → $2.34B (+$287M)

10% more funds holding

Funds holding: 154169 (+15)

Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
69
Reduced
44
Closed
16
Calls
$11.8M
Puts
$7.79M
Net Calls
+$4M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
151
Sandy Spring Bank
Maryland
$28K
ST
152
Smithfield Trust
Pennsylvania
$28K
CIA
153
Choate Investment Advisors
Massachusetts
$24.7K +$22.7K +600 New
GT
154
Glenmede Trust
Pennsylvania
$24K
HI
155
Hudock Inc
Pennsylvania
$22K +$264 +7 +1%
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$21K
BBHC
158
Brown Brothers Harriman & Co
New York
$16K
AIG
159
American International Group
New York
$14.4K
WA
160
WFG Advisors
Texas
$13K -$330K -8,747 -96%
QT
161
Quantbot Technologies
New York
$12K +$11.3K +300 New
RNS
162
Robert N. Shapiro
$8K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$8K +$7.55K +200 New
CFA
164
CT Financial Advisors
Pennsylvania
$7.9K +$18.9K +500 New
DAM
165
Delta Asset Management
Tennessee
$7K
CCS
166
Crosspoint Capital Strategies
California
$6K
PAS
167
Partnervest Advisory Services
California
$5K
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.75K +$1.12M +29,651 +96%
LIA
169
LS Investment Advisors
Michigan
$2K
CC
170
CQS Cayman
Cayman Islands
-$3.42M -87,600 Closed
SCM
171
SIR Capital Management
New York
-$3.41M -86,900 Closed
CCM
172
Coe Capital Management
Illinois
-$984K -25,135 Closed
MIS
173
Morningstar Investment Services
Illinois
-$692K -17,664 Closed
Fidelity International
174
Fidelity International
Bermuda
-$439K -11,200 Closed
DTL
175
Dynamic Technology Lab
Singapore
-$417K -10,650 Closed