Baytex Energy
112 hedge funds and large institutions have $155M invested in Baytex Energy in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
99% more call options, than puts
Call options by funds: $416K | Put options by funds: $209K
14% more capital invested
Capital invested by funds: $136M → $155M (+$19.4M)
11% more funds holding
Funds holding: 101 → 112 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
27% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.74M |
| 2 |
LM
Luminus Management
Houston,
Texas
|
+$5.95M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$3.43M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$2.94M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.01M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$1.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.47M |
| 4 |
Renaissance Technologies
New York
|
-$1.25M |
| 5 |
ARTA
A.R.T. Advisors
New York
|
-$1.02M |
BTE Hedge Fund Activity: Q4 2017 in Review
112 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q4 2017, worth a combined $155M — up 14% from $136M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BTE positions and 8 closed out — a net gain of 11 holders — while 27 added to existing stakes and 37 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.74M. The largest seller was Schroder Investment Management Group, cutting an estimated $3.01M.
- 112 institutional investors held Baytex Energy (BTE) as of Q4 2017, up from 101 in Q3 2017.
- Funds reported $155M of Baytex Energy stock for Q4 2017, up 14% quarter-over-quarter.
- 19 funds opened new Baytex Energy positions in Q4 2017 and 8 closed out, a net change of +11 holders.
- The largest Baytex Energy buyer in Q4 2017 was JP Morgan Chase, an estimated $6.74M added.
- The largest Baytex Energy seller in Q4 2017 was Schroder Investment Management Group, an estimated $3.01M sold.
Based on aggregated 13F filings for Q4 2017.