Baytex Energy
102 hedge funds and large institutions have $199M invested in Baytex Energy in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 20 closing their positions.
236% more call options, than puts
Call options by funds: $474K | Put options by funds: $141K
16% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $211M → $199M (-$12.4M)
11% less funds holding
Funds holding: 114 → 102 (-12)
60% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LM
Luminus Management
Houston,
Texas
|
+$12.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$8.35M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$7.78M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.27M |
| 5 |
DWM
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.51M |
| 3 |
Two Sigma Investments
New York
|
-$3.66M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.03M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$2.01M |
BTE Hedge Fund Activity: Q2 2019 in Review
102 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q2 2019, worth a combined $199M — down 5.9% from $211M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of BTE and 8 opened new positions — a net loss of 12 holders — while 32 trimmed existing stakes and 37 added.
The largest buyer was Luminus Management, adding an estimated $12.8M. The largest seller was Morgan Stanley, cutting an estimated $7.75M.
- 102 institutional investors held Baytex Energy (BTE) as of Q2 2019, down from 114 in Q1 2019.
- Funds reported $199M of Baytex Energy stock for Q2 2019, down 5.9% quarter-over-quarter.
- 8 funds opened new Baytex Energy positions in Q2 2019 and 20 closed out, a net change of -12 holders.
- The largest Baytex Energy buyer in Q2 2019 was Luminus Management, an estimated $12.8M added.
- The largest Baytex Energy seller in Q2 2019 was Morgan Stanley, an estimated $7.75M sold.
Based on aggregated 13F filings for Q2 2019.