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BXE

Bellatrix Exploration Ltd.
BXE

Delisted

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

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86 hedge funds and large institutions have $533M invested in Bellatrix Exploration Ltd. in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

21% more capital invested

Capital invested by funds: $442M → $533M (+$91.3M)

13% more funds holding

Funds holding: 76 → 86 (+10)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

81% less call options, than puts

Call options by funds: $24K | Put options by funds: $126K

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
30
Reduced
28
Closed
6
Calls
$24K
Puts
$126K
Net Calls
-$102K
Net Calls Change
-$189K

Top Buyers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$9.85M
2
Deutsche Bank
Deutsche Bank
Germany
+$6.89M
3
DVM
Dreman Value Management
Florida
+$6.63M
4
GP
GLG Partners
United Kingdom
+$6.34M
5
AC
Addenda Capital
Quebec, Canada
+$5.48M

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$19.7M
2
IIM
Intact Investment Management
Quebec, Canada
-$7.16M
3
AIM
Acuity Investment Management
Ontario, Canada
-$2.97M
4
AAA
Alpine Associates Advisors
New Jersey
-$2.9M
5
Franklin Resources
Franklin Resources
California
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$4.62M +$1.13M +29,783 +37%
HIM
27
Hillsdale Investment Management
Ontario, Canada
$4.55M -$525K -13,800 -11%
USGIU
28
U.S. Global Investors (USGI)
Texas
$4.23M +$722K +19,000 +23%
Axa
29
Axa
France
$4.02M – – –
Renaissance Technologies
30
Renaissance Technologies
New York
$3.76M +$2.12M +55,660 +167%
MC
31
Muhlenkamp & Co
Pennsylvania
$3.5M +$420K +11,043 +15%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$3.24M -$210K -5,536 -7%
NC
33
Nokomis Capital
Texas
$3.19M -$767K -20,180 -21%
Canada Life
34
Canada Life
Manitoba, Canada
$2.82M -$66.1K -1,740 -3%
IGIM
35
I.G. Investment Management
Manitoba, Canada
$2.77M +$388K +10,200 +18%
OA
36
Outfitter Advisors
Virginia
$2.47M +$260K +6,830 +13%
Goldman Sachs
37
Goldman Sachs
New York
$2.21M -$154K -4,038 -7%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$2.11M +$1.9M +50,040 New
SIC
39
Salem Investment Counselors
North Carolina
$1.85M +$380K +10,000 +29%
GIM
40
Guild Investment Management
California
$1.78M -$66.1K -1,740 -4%
RFC
41
Russell Frank Company
Washington
$1.73M -$1.72M -45,278 -56%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.55M +$303K +7,980 +28%
CPS
43
Counsel Portfolio Services
Ontario, Canada
$1.36M -$215K -5,660 -15%
PIC
44
PCJ Investment Counsel
Ontario, Canada
$1.31M -$73K -1,920 -6%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.16M +$1.05M +27,607 New
SFU
46
Stonehage Fleming (UK)
United Kingdom
$1.08M – – –
US Bancorp
47
US Bancorp
Minnesota
$874K +$375K +9,855 +91%
AIM
48
Acuity Investment Management
Ontario, Canada
$837K -$2.97M -78,020 -80%
SCA
49
SAC Capital Advisors
Connecticut
$804K +$722K +19,000 New
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$777K -$380 -10 -0.1%
1
2
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BXE Hedge Fund Activity: Q1 2014 in Review

86 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bellatrix Exploration Ltd. (BXE) for Q1 2014, worth a combined $533M — up 21% from $442M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BXE positions and 6 closed out — a net gain of 12 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $9.85M. The largest seller was Fiera Capital (Canada), cutting an estimated $19.7M.

  • 86 institutional investors held Bellatrix Exploration Ltd. (BXE) as of Q1 2014, up from 76 in Q4 2013.
  • Funds reported $533M of Bellatrix Exploration Ltd. stock for Q1 2014, up 21% quarter-over-quarter.
  • 18 funds opened new Bellatrix Exploration Ltd. positions in Q1 2014 and 6 closed out, a net change of +12 holders.
  • The largest Bellatrix Exploration Ltd. buyer in Q1 2014 was Mackenzie Financial, an estimated $9.85M added.
  • The largest Bellatrix Exploration Ltd. seller in Q1 2014 was Fiera Capital (Canada), an estimated $19.7M sold.

Based on aggregated 13F filings for Q1 2014.