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, 45 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
53% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 45
51% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $7.82M
14% more capital invested
Capital invested by funds: $2.05B → $2.34B (+$286M)
9% more funds holding
Funds holding: 155 → 169 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$23.9M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$23M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$16.9M |
| 5 |
HCM
Hamlin Capital Management
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.1M |
| 3 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$9.11M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$7.68M |
| 5 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$7.23M |
BTE Hedge Fund Activity: Q1 2014 in Review
169 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q1 2014, worth a combined $2.34B — up 14% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BTE positions and 17 closed out — a net gain of 14 holders — while 69 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.3M. The largest seller was Royal Bank of Canada, cutting an estimated $15.1M.
- 169 institutional investors held Baytex Energy (BTE) as of Q1 2014, up from 155 in Q4 2013.
- Funds reported $2.34B of Baytex Energy stock for Q1 2014, up 14% quarter-over-quarter.
- 31 funds opened new Baytex Energy positions in Q1 2014 and 17 closed out, a net change of +14 holders.
- The largest Baytex Energy buyer in Q1 2014 was Morgan Stanley, an estimated $25.3M added.
- The largest Baytex Energy seller in Q1 2014 was Royal Bank of Canada, an estimated $15.1M sold.
Based on aggregated 13F filings for Q1 2014.