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Baytex Energy

2 hedge funds and large institutions have $17.6M invested in Baytex Energy in 2021 Q4 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% less capital invested

Capital invested by funds: $31.5M → $17.6M (-$13.9M)

50% less funds holding

Funds holding: 42 (-2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1
Hillsdale Investment Management
Ontario, Canada
$16.5M -$18M -5,808,000 -52%
PIC
2
Portland Investment Counsel
Ontario, Canada
$1.09M
FAM
3
Formidable Asset Management
Ohio
-$146K -53,500 Closed
DR
4
Davis Rea
Ontario, Canada
-$54K -19,780 Closed

BTE Hedge Fund Activity: Q4 2021 in Review

2 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q4 2021, worth a combined $17.6M — down 44% from $31.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BTE and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Hillsdale Investment Management, cutting an estimated $18M.

  • 2 institutional investors held Baytex Energy (BTE) as of Q4 2021, down from 4 in Q3 2021.
  • Funds reported $17.6M of Baytex Energy stock for Q4 2021, down 44% quarter-over-quarter.
  • 0 funds opened new Baytex Energy positions in Q4 2021 and 2 closed out, a net change of -2 holders.
  • The largest Baytex Energy seller in Q4 2021 was Hillsdale Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2021.