Baytex Energy
146 hedge funds and large institutions have $1.61B invested in Baytex Energy in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 29 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 47
23% more call options, than puts
Call options by funds: $9.76M | Put options by funds: $7.94M
14% more capital invested
Capital invested by funds: $1.41B → $1.61B (+$198M)
5% less funds holding
Funds holding: 153 → 146 (-7)
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$65.5M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$63.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.4M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$31.5M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$30.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$52.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$33.3M |
| 3 |
Morgan Stanley
New York
|
-$12.8M |
| 4 |
SI
Sprott Inc
Toronto,
Ontario, Canada
|
-$11.3M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$9.43M |
BTE Hedge Fund Activity: Q1 2015 in Review
146 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q1 2015, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BTE and 23 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 58 added.
The largest buyer was Beutel, Goodman & Co, adding an estimated $65.5M. The largest seller was Montrusco Bolton Investments, exiting entirely with an estimated $52.9M sold.
- 146 institutional investors held Baytex Energy (BTE) as of Q1 2015, down from 153 in Q4 2014.
- Funds reported $1.61B of Baytex Energy stock for Q1 2015, up 14% quarter-over-quarter.
- 23 funds opened new Baytex Energy positions in Q1 2015 and 29 closed out, a net change of -6 holders.
- The largest Baytex Energy buyer in Q1 2015 was Beutel, Goodman & Co, an estimated $65.5M added.
- The largest Baytex Energy seller in Q1 2015 was Montrusco Bolton Investments, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2015.