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BZT

BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT

Delisted

BZT was delisted on the 14th of July, 2015.

19 hedge funds and large institutions have $87.3M invested in BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

23% less capital invested

Capital invested by funds: $114M → $87.3M (-$26.4M)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$45.2M +$6.25M +217,250 +15%
CS
2
Credit Suisse
Switzerland
$12.1M -$784K -27,256 -6%
American Century Companies
3
American Century Companies
Missouri
$8.98M +$72.9K +2,536 +0.8%
SC
4
Sculptor Capital
New York
$6.02M -$27.6K -960 -0.4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.78M -$2.16M -75,000 -26%
AQR Capital Management
6
AQR Capital Management
Connecticut
$4.05M +$4.31M +150,000 New
GBM
7
Grace Brothers Management
Illinois
$1.08M +$1.15M +40,000 New
SAM
8
Shikiar Asset Management
New York
$784K
U
9
UBS
Switzerland
$712K +$55.4K +1,925 +8%
VOAM
10
Vertex One Asset Management
British Columbia, Canada
$690K
WAM
11
Wolverine Asset Management
Illinois
$643K +$283K +9,834 +70%
RJA
12
Raymond James & Associates
Florida
$436K +$464K +16,125 New
Citigroup
13
Citigroup
New York
$372K +$207K +7,204 +110%
JP Morgan Chase
14
JP Morgan Chase
New York
$265K +$30.2K +1,050 +12%
STC
15
SEI Trust Company
Pennsylvania
$127K +$54.2K +1,884 +67%
Deutsche Bank
16
Deutsche Bank
Germany
$92K -$1.05M -36,584 -91%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.13K -$160K -5,550 -2%
TRCT
18
Tower Research Capital (TRC)
New York
$5K +$2.88K +100 +100%
Bank of America
19
Bank of America
North Carolina
$1K
UOC
20
UBS O'Connor
Illinois
-$8.58M -265,000 Closed
PMAM
21
Picton Mahoney Asset Management
Ontario, Canada
-$755 -36,000 Closed
PC
22
Polar Capital
United Kingdom
-$819K -25,000 Closed

BZT Hedge Fund Activity: Q3 2014 in Review

19 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT (BZT) for Q3 2014, worth a combined $87.3M — down 23% from $114M a quarter earlier.

Fund positioning in BZT was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $6.25M. The largest seller was UBS O'Connor, exiting entirely with an estimated $8.58M sold.

  • 19 institutional investors held BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT (BZT) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $87.3M of BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT stock for Q3 2014, down 23% quarter-over-quarter.
  • 3 funds opened new BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT positions in Q3 2014 and 3 closed out, a net change of 0 holders.
  • The largest BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT buyer in Q3 2014 was OppenheimerFunds, an estimated $6.25M added.
  • The largest BEAZER HOMES USA, INC. TANGIBLE EQUITY UNIT seller in Q3 2014 was UBS O'Connor, an estimated $8.58M sold.

Based on aggregated 13F filings for Q3 2014.