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
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$86.3M +$32.3M +884,305 +60%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$53.3M +$21.6M +591,084 +69%
GCC
3
Guardian Capital (Canada)
Ontario, Canada
$50.3M +$46.4M +1,268,182 +1,229%
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$23.6M -$40.8M -1,115,953 -65%
Franklin Resources
5
Franklin Resources
California
$18.6M +$18.2M +496,820 +5,230%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.7M +$13.2M +361,891 +384%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$15.1M +$5.4M +147,549 +56%
GGHC
8
Gilder Gagnon Howe & Co
New York
$14.4M -$250K -6,829 -2%
IIM
9
Intact Investment Management
Quebec, Canada
$12.9M +$842K +23,020 +7%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$12.4M +$12.3M +337,483 New
Public Sector Pension Investment Board (PSP Investments)
11
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.1M +$11M +301,278 New
TD Asset Management
12
TD Asset Management
Ontario, Canada
$10.7M -$2.59M -70,790 -19%
AII
13
AGF Investments Inc
Ontario, Canada
$10.1M +$6.93M +189,572 +226%
SI
14
Sprott Inc
Ontario, Canada
$9.05M +$2.62M +71,600 +41%
GMI
15
Greystone Managed Investments
Saskatchewan, Canada
$8.53M
AAA
16
Alpine Associates Advisors
New Jersey
$7.76M +$8.1M +221,370 New
SI
17
Sentry Investments
Ontario, Canada
$7.05M +$549K +15,000 +8%
MCM
18
Mast Capital Management
Massachusetts
$5.03M +$4.75M +130,000 +1,766%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$4.48M +$1.02M +27,760 +30%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$4.47M -$3.63M -99,140 -45%
AIM
21
Acuity Investment Management
Ontario, Canada
$3.6M +$1.48M +40,460 +71%
NC
22
Nokomis Capital
Texas
$3.51M -$6.77M -184,995 -66%
Axa
23
Axa
France
$3.49M -$36.6K -1,000 -1%
AIMCA
24
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.33M +$3.12M +85,305 New
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$3.01M

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.