Baytex Energy
155 hedge funds and large institutions have $2.05B invested in Baytex Energy in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 19 closing their positions.
26% more call options, than puts
Call options by funds: $9.25M | Put options by funds: $7.31M
16% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 51
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
0% more funds holding
Funds holding: 155 → 155 (0)
3% less capital invested
Capital invested by funds: $2.12B → $2.05B (-$73.2M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$43.1M |
| 2 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$29.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$20.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.8M |
| 5 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$42.6M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$30.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.3M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$9.96M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$9.24M |
BTE Hedge Fund Activity: Q4 2013 in Review
155 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q4 2013, worth a combined $2.05B — down 3.4% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BTE positions and 19 closed out — a net gain of 1 holder — while 59 added to existing stakes and 51 trimmed.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $43.1M. The largest seller was Hexavest, exiting entirely with an estimated $42.6M sold.
- 155 institutional investors held Baytex Energy (BTE) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $2.05B of Baytex Energy stock for Q4 2013, down 3.4% quarter-over-quarter.
- 20 funds opened new Baytex Energy positions in Q4 2013 and 19 closed out, a net change of +1 holder.
- The largest Baytex Energy buyer in Q4 2013 was Columbia Wanger Asset Management, an estimated $43.1M added.
- The largest Baytex Energy seller in Q4 2013 was Hexavest, an estimated $42.6M sold.
Based on aggregated 13F filings for Q4 2013.