Baytex Energy
130 hedge funds and large institutions have $1.63B invested in Baytex Energy in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 25 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 50
2% more capital invested
Capital invested by funds: $1.61B → $1.63B (+$24.2M)
7% less call options, than puts
Call options by funds: $7.68M | Put options by funds: $8.3M
11% less funds holding
Funds holding: 146 → 130 (-16)
64% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$153M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$26.5M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$21.9M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$20.3M |
| 5 |
TAM
Taylor Asset Management
Toronto,
Ontario, Canada
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$62.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$30.9M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$27.2M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$22.7M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$20.6M |
BTE Hedge Fund Activity: Q2 2015 in Review
130 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q2 2015, worth a combined $1.63B — up 1.5% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of BTE and 9 opened new positions — a net loss of 16 holders — while 50 trimmed existing stakes and 51 added.
The largest buyer was Beutel, Goodman & Co, adding an estimated $153M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), exiting entirely with an estimated $62.7M sold.
- 130 institutional investors held Baytex Energy (BTE) as of Q2 2015, down from 146 in Q1 2015.
- Funds reported $1.63B of Baytex Energy stock for Q2 2015, up 1.5% quarter-over-quarter.
- 9 funds opened new Baytex Energy positions in Q2 2015 and 25 closed out, a net change of -16 holders.
- The largest Baytex Energy buyer in Q2 2015 was Beutel, Goodman & Co, an estimated $153M added.
- The largest Baytex Energy seller in Q2 2015 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $62.7M sold.
Based on aggregated 13F filings for Q2 2015.