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Baytex Energy
BTE

Overview Fund Activity

166 hedge funds and large institutions have $2.9B invested in Baytex Energy in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
166
Holders Change
-14
Holders Change %
-7.78%
% of All Funds
4.82%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
12
Increased
70
Reduced
46
Closed
25
Calls
$13.5M
Puts
$7.15M
Net Calls
+$6.35M
Net Calls Change
+$547K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$346M
2
PIC
2
Portland Investment Counsel
Ontario, Canada
$46.7M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$209M
4
CS
4
Credit Suisse
Switzerland
$35.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.8M
2
Franklin Resources
2
Franklin Resources
California
$211M
3
IIM
3
Intact Investment Management
Quebec, Canada
$34M
4
Norges Bank
4
Norges Bank
Norway
$51M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$346M 9,136,970 +2,108,727 +30%
Capital World Investors
2
Capital World Investors
California
$227M 5,992,471 – –
Franklin Resources
3
Franklin Resources
California
$211M 5,579,874 -819,425 -13%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$209M 5,526,148 +476,390 +9%
SI
5
Sentry Investments
Ontario, Canada
$207M 5,477,029 +45,800 +0.8%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$151M 3,997,881 +64,759 +2%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$122M 3,243,171 -203,750 -6%
GC
8
Guardian Capital
Ontario, Canada
$105M 2,774,189 +192,462 +7%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$81.4M 2,149,101 +160,034 +8%
Canada Life
10
Canada Life
Manitoba, Canada
$78.6M 2,078,150 -97,480 -4%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$74.7M 1,976,168 +27,105 +1%
CWAM
12
Columbia Wanger Asset Management
Illinois
$70.8M 1,872,318 -659,549 -26%
IGIM
13
I.G. Investment Management
Manitoba, Canada
$65.8M 1,738,673 +56,138 +3%
MBI
14
Montrusco Bolton Investments
Quebec, Canada
$62.9M 1,658,559 +85,240 +5%
SC
15
Scotia Capital
Ontario, Canada
$57.9M 1,531,741 +133,435 +10%
Public Sector Pension Investment Board (PSP Investments)
16
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.2M 1,483,321 -24,700 -2%
HCM
17
Hamlin Capital Management
New York
$54.8M 1,447,188 +42,385 +3%
Norges Bank
18
Norges Bank
Norway
$51M 1,344,749 -708,773 -35%
PIC
19
Portland Investment Counsel
Ontario, Canada
$46.7M 1,230,375 +524,015 +74%
Ameriprise
20
Ameriprise
Minnesota
$37.8M 998,258 -37,200 -4%
CS
21
Credit Suisse
Switzerland
$35.7M 943,728 +388,309 +70%
IIM
22
Intact Investment Management
Quebec, Canada
$34M 804,000 -648,400 -45%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$30.2M 797,982 -689,378 -46%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$30M 792,716 +25,650 +3%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$29.6M 781,181 +91,815 +13%
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