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Baytex Energy

136 hedge funds and large institutions have $746M invested in Baytex Energy in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $601M → $746M (+$144M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

2.2% less ownership

Funds ownership: 43.65%41.45% (-2.2%)

5% less funds holding

Funds holding: 143136 (-7)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

58% less call options, than puts

Call options by funds: $2M | Put options by funds: $4.79M

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
43
Reduced
46
Closed
20
Calls
$2M
Puts
$4.79M
Net Calls
-$2.8M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
JCA
1
Juniper Capital Advisors
Texas
$237M
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.1M +$2.06M +960,989 +3%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$40.9M -$1.7M -794,773 -4%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$40.2M -$1.37M -640,796 -4%
American Century Companies
5
American Century Companies
Missouri
$33.3M +$5.09M +2,375,496 +20%
Millennium Management
6
Millennium Management
New York
$31.5M -$14.8M -6,889,401 -34%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$29.4M -$1.57M -733,178 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$28.4M +$9.15M +4,266,864 +54%
WCCM
9
Webs Creek Capital Management
Texas
$25.8M +$23.7M +11,037,772 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$23.8M -$1.18M -552,512 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$21.5M -$20.6M -9,601,300 -51%
CF
12
Canoe Financial
Alberta, Canada
$19.5M +$17.8M +8,304,327 New
UBS Group
13
UBS Group
Switzerland
$12M +$3.11M +1,452,603 +40%
TD Asset Management
14
TD Asset Management
Ontario, Canada
$8.72M +$3.58M +1,669,627 +81%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$8.64M +$2.84M +1,324,644 +56%
Goldman Sachs
16
Goldman Sachs
New York
$8.54M -$13.4M -6,269,672 -63%
Charles Schwab
17
Charles Schwab
California
$7.78M +$1.17M +544,353 +20%
First Trust Advisors
18
First Trust Advisors
Illinois
$7.63M -$1.25M -581,814 -15%
QC
19
Quadrature Capital
United Kingdom
$6.67M +$5.41M +2,521,962 +757%
IIM
20
Intact Investment Management
Quebec, Canada
$6.62M -$2.13M -995,000 -26%
Morgan Stanley
21
Morgan Stanley
New York
$5.51M +$668K +311,537 +15%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.96M +$4.54M +2,115,827 New
SC
23
Scotia Capital
Ontario, Canada
$4.1M -$152K -70,782 -4%
Vontobel Holding
24
Vontobel Holding
Switzerland
$3.65M +$566K +264,000 +20%
Bank of America
25
Bank of America
North Carolina
$3.32M -$10.3M -4,826,507 -77%

BTE Hedge Fund Activity: Q3 2025 in Review

136 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Baytex Energy (BTE) for Q3 2025, worth a combined $746M — up 24% from $601M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BTE and 15 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was Webs Creek Capital Management, opening a new position worth an estimated $23.7M. The largest seller was Renaissance Technologies, cutting an estimated $20.6M.

  • 136 institutional investors held Baytex Energy (BTE) as of Q3 2025, down from 143 in Q2 2025.
  • Funds reported $746M of Baytex Energy stock for Q3 2025, up 24% quarter-over-quarter.
  • 15 funds opened new Baytex Energy positions in Q3 2025 and 20 closed out, a net change of -5 holders.
  • The largest Baytex Energy buyer in Q3 2025 was Webs Creek Capital Management, an estimated $23.7M added.
  • The largest Baytex Energy seller in Q3 2025 was Renaissance Technologies, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2025.