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Celestica

110 hedge funds and large institutions have $1.01B invested in Celestica in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,935% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $43K

2.05% less ownership

Funds ownership: 76.5%74.46% (-2%)

8% less funds holding

Funds holding: 119110 (-9)

33% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 51

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less capital invested

Capital invested by funds: $2.83B → $1.01B (-$1.82B)

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
34
Reduced
51
Closed
20
Calls
$1.74M
Puts
$43K
Net Calls
+$1.69M
Net Calls Change
-$959K
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
1
Letko, Brosseau & Associates
Quebec, Canada
$203M -$2.2M -191,335 -1%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$123M -$21.8M -1,896,325 -15%
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$79.5M +$5.25M +455,486 +7%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$58.6M +$13.6M +1,184,300 +29%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$57.9M +$4.21M +365,531 +8%
DSC
6
Donald Smith & Co
New York
$53.3M +$22.2M +1,928,798 +66%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$43.2M -$5.74M -498,000 -11%
AllianceBernstein
8
AllianceBernstein
Tennessee
$41.8M -$7.08M -614,274 -14%
CAM
9
Cidel Asset Management
Ontario, Canada
$30.3M +$4.26M +370,200 +16%
Invesco
10
Invesco
Georgia
$28.1M -$941K -81,713 -3%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$26.1M +$548K +47,552 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19.9M +$6.91M +599,991 +50%
CC
13
Chubb Corp
New Jersey
$18.8M
Norges Bank
14
Norges Bank
Norway
$17.3M
Vanguard Group
15
Vanguard Group
Pennsylvania
$16.8M +$1.31M +113,903 +8%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$15.5M -$34.8K -3,021 -0.2%
Wells Fargo
17
Wells Fargo
California
$11.9M +$2.56M +222,154 +26%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.8M +$1.93M +167,900 +28%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.2M -$55.3K -4,800 -0.5%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$11M -$28.4K -2,463 -0.2%
LAM
21
Lingohr Asset Management
Germany
$7.49M -$662K -57,500 -8%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$7.36M +$5.22M +453,547 +211%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$7.33M +$7.45M +647,168 +3,595%
BC
24
Brookfield Corp
Ontario, Canada
$6.91M +$7.2M +624,903 New
SRAIM
25
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$5.27M -$162K -14,070 -3%

CLS Hedge Fund Activity: Q4 2015 in Review

110 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Celestica (CLS) for Q4 2015, worth a combined $1.01B — down 64% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CLS and 11 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 34 added.

The largest buyer was Donald Smith & Co, adding an estimated $22.2M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.63B sold.

  • 110 institutional investors held Celestica (CLS) as of Q4 2015, down from 119 in Q3 2015.
  • Funds reported $1.01B of Celestica stock for Q4 2015, down 64% quarter-over-quarter.
  • 11 funds opened new Celestica positions in Q4 2015 and 20 closed out, a net change of -9 holders.
  • The largest Celestica buyer in Q4 2015 was Donald Smith & Co, an estimated $22.2M added.
  • The largest Celestica seller in Q4 2015 was Americafirst Capital Management, an estimated $1.63B sold.

Based on aggregated 13F filings for Q4 2015.