We are live on ! Find out more
BXE

Bellatrix Exploration Ltd.
BXE

Delisted

BXE was delisted on the 11th of February, 2019.

76 hedge funds and large institutions have $442M invested in Bellatrix Exploration Ltd. in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $104K | Put options by funds: $17K

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

36% more capital invested

Capital invested by funds: $325M → $442M (+$117M)

27% more funds holding

Funds holding: 6076 (+16)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
+16
Holders Change %
+26.67%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
34
Reduced
13
Closed
9
Calls
$104K
Puts
$17K
Net Calls
+$87K
Net Calls Change
+$91K
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
26
U.S. Global Investors (USGI)
Texas
$2.98M +$1.43M +39,000 +93%
UGIF
27
US Global Investors Funds
Maine
$2.98M +$2.96M +81,000 New
RFC
28
Russell Frank Company
Washington
$2.95M +$150K +4,098 +5%
Morgan Stanley
29
Morgan Stanley
New York
$2.93M +$992K +27,111 +51%
MC
30
Muhlenkamp & Co
Pennsylvania
$2.64M +$1.85M +50,699 +237%
Canada Life
31
Canada Life
Manitoba, Canada
$2.53M +$1.09M +29,777 +76%
Goldman Sachs
32
Goldman Sachs
New York
$2.07M +$494K +13,501 +31%
IGIM
33
I.G. Investment Management
Manitoba, Canada
$2.04M +$1.31M +35,873 +184%
OA
34
Outfitter Advisors
Virginia
$1.9M +$1.89M +51,790 New
SIM
35
Spark Investment Management
New York
$1.7M +$446K +12,200 +36%
GIM
36
Guild Investment Management
California
$1.61M +$1.61M +43,936 New
CPS
37
Counsel Portfolio Services
Ontario, Canada
$1.39M +$1.38M +37,701 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
$1.36M +$955K +26,103 +236%
GI
39
GLG Inc
New York
$1.25M +$1.24M +34,006 New
SIC
40
Salem Investment Counselors
North Carolina
$1.25M +$512K +14,000 +70%
Renaissance Technologies
41
Renaissance Technologies
New York
$1.22M -$477K -13,040 -28%
PIC
42
PCJ Investment Counsel
Ontario, Canada
$1.17M +$250K +6,840 +30%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.05M +$335K +9,168 +47%
CS
44
Credit Suisse
Switzerland
$988K +$986K +26,963 New
SFU
45
Stonehage Fleming (UK)
United Kingdom
$941K +$939K +25,664 New
LCM
46
Lucas Capital Management
New Jersey
$913K +$543K +14,840 +148%
Toronto Dominion Bank
47
Toronto Dominion Bank
Ontario, Canada
$675K +$545K +14,908 +430%
PPA
48
Parametric Portfolio Associates
Washington
$620K +$44.1K +1,205 +8%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$514K +$334K +9,140 +187%
UBS AM
50
UBS AM
Illinois
$442K +$135K +3,697 +44%

BXE Hedge Fund Activity: Q4 2013 in Review

76 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bellatrix Exploration Ltd. (BXE) for Q4 2013, worth a combined $442M — up 36% from $325M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BXE positions and 9 closed out — a net gain of 16 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Guardian Capital (Canada), adding an estimated $46.4M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $40.8M.

  • 76 institutional investors held Bellatrix Exploration Ltd. (BXE) as of Q4 2013, up from 60 in Q3 2013.
  • Funds reported $442M of Bellatrix Exploration Ltd. stock for Q4 2013, up 36% quarter-over-quarter.
  • 25 funds opened new Bellatrix Exploration Ltd. positions in Q4 2013 and 9 closed out, a net change of +16 holders.
  • The largest Bellatrix Exploration Ltd. buyer in Q4 2013 was Guardian Capital (Canada), an estimated $46.4M added.
  • The largest Bellatrix Exploration Ltd. seller in Q4 2013 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $40.8M sold.

Based on aggregated 13F filings for Q4 2013.