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Celestica

124 hedge funds and large institutions have $848M invested in Celestica in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

730% more call options, than puts

Call options by funds: $631K | Put options by funds: $76K

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

12% more funds holding

Funds holding: 111124 (+13)

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

8.25% more ownership

Funds ownership: 64.96%73.2% (+8.2%)

10% less capital invested

Capital invested by funds: $941M → $848M (-$93M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
124
Holders Change
+13
Holders Change %
+11.71%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
42
Reduced
38
Closed
12
Calls
$631K
Puts
$76K
Net Calls
+$555K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
LBA
1
Letko, Brosseau & Associates
Quebec, Canada
$194M +$21.9M +2,103,025 +11%
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85.9M +$26.2M +2,508,425 +37%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$64M -$909K -87,111 -1%
DSC
4
Donald Smith & Co
New York
$49.4M +$5.73M +549,184 +12%
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$42.2M +$572K +54,795 +1%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$40.9M +$43.7M +4,192,371 +2,094%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$29.8M +$9.73M +932,623 +41%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$28.2M -$3.32M -318,000 -9%
Invesco
9
Invesco
Georgia
$26.7M -$309K -29,648 -1%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$26M +$1.1M +105,569 +4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M +$9.77M +936,741 +59%
CAM
12
Cidel Asset Management
Ontario, Canada
$21.5M -$2.74M -262,800 -10%
Vanguard Group
13
Vanguard Group
Pennsylvania
$19.7M +$1.26M +121,149 +6%
Norges Bank
14
Norges Bank
Norway
$14.5M
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$13.8M +$3.08M +295,300 +35%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$9.96M +$11.2M +1,071,101 New
Millennium Management
17
Millennium Management
New York
$9.63M +$9.07M +869,366 +522%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$9.24M +$3.91M +374,613 +60%
Morgan Stanley
19
Morgan Stanley
New York
$8.27M +$4.87M +466,337 +110%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.97M -$1.05M -100,700 -10%
AL
21
AJO LP
Pennsylvania
$7.34M +$8.24M +789,467 New
Renaissance Technologies
22
Renaissance Technologies
New York
$7.04M +$7.7M +737,988 +3,804%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$6.54M -$406K -38,940 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.51M +$111K +10,600 +2%
Deutsche Bank
25
Deutsche Bank
Germany
$6.16M +$2.8M +268,319 +68%

CLS Hedge Fund Activity: Q2 2016 in Review

124 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Celestica (CLS) for Q2 2016, worth a combined $848M — down 9.9% from $941M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CLS positions and 12 closed out — a net gain of 14 holders — while 42 added to existing stakes and 38 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $43.7M. The largest seller was AllianceBernstein, cutting an estimated $38.1M.

  • 124 institutional investors held Celestica (CLS) as of Q2 2016, up from 111 in Q1 2016.
  • Funds reported $848M of Celestica stock for Q2 2016, down 9.9% quarter-over-quarter.
  • 26 funds opened new Celestica positions in Q2 2016 and 12 closed out, a net change of +14 holders.
  • The largest Celestica buyer in Q2 2016 was Mackenzie Financial, an estimated $43.7M added.
  • The largest Celestica seller in Q2 2016 was AllianceBernstein, an estimated $38.1M sold.

Based on aggregated 13F filings for Q2 2016.