Baytex Energy
153 hedge funds and large institutions have $1.41B invested in Baytex Energy in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 40 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 44
7% more call options, than puts
Call options by funds: $21.8M | Put options by funds: $20.5M
8% less funds holding
Funds holding: 167 → 153 (-14)
25% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 40
51% less capital invested
Capital invested by funds: $2.9B → $1.41B (-$1.49B)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$186M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$154M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$118M |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$38.6M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$126M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$83.8M |
| 3 |
HCM
Hamlin Capital Management
New York
|
-$54.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$37.8M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$28.6M |
BTE Hedge Fund Activity: Q4 2014 in Review
153 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q4 2014, worth a combined $1.41B — down 51% from $2.9B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of BTE and 30 opened new positions — a net loss of 10 holders — while 44 trimmed existing stakes and 60 added.
The largest buyer was Capital World Investors, adding an estimated $186M. The largest seller was Sentry Investments, cutting an estimated $126M.
- 153 institutional investors held Baytex Energy (BTE) as of Q4 2014, down from 167 in Q3 2014.
- Funds reported $1.41B of Baytex Energy stock for Q4 2014, down 51% quarter-over-quarter.
- 30 funds opened new Baytex Energy positions in Q4 2014 and 40 closed out, a net change of -10 holders.
- The largest Baytex Energy buyer in Q4 2014 was Capital World Investors, an estimated $186M added.
- The largest Baytex Energy seller in Q4 2014 was Sentry Investments, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2014.