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DOO

Bombardier Recreational Products

117 hedge funds and large institutions have $2B invested in Bombardier Recreational Products in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $5.28M | Put options by funds: $660K

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more capital invested

Capital invested by funds: $1.53B → $2B (+$473M)

10% more funds holding

Funds holding: 106117 (+11)

0.22% less ownership

Funds ownership: 68.39%68.17% (-0.22%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
41
Reduced
44
Closed
10
Calls
$5.28M
Puts
$660K
Net Calls
+$4.62M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$17.9M -$180K -3,100 -1%
AIMCA
27
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.3M +$75.3K +1,300 +0.5%
Franklin Resources
28
Franklin Resources
California
$16.5M -$6.29M -108,537 -30%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$16.1M +$728K +12,559 +5%
OCAM
30
Onex Canada Asset Management
Ontario, Canada
$15.9M -$14.1M -242,882 -50%
BCM
31
Barometer Capital Management
Ontario, Canada
$15.3M +$2.84M +49,067 +37%
GCC
32
Guardian Capital (Canada)
Ontario, Canada
$13.3M +$11.7M +201,068 New
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.7M -$5.7M -98,300 -34%
BCIM
34
British Columbia Investment Management
British Columbia, Canada
$10.6M -$21.2K -366 -0.2%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.94M +$1.38M +23,754 +21%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.9M -$374K -6,450 -6%
DCM
37
Driehaus Capital Management
Illinois
$8.8M -$4.03M -69,524 -34%
MHP
38
Manatuck Hill Partners
Connecticut
$8.65M -$1.39M -24,000 -15%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$8.27M -$7.01M -121,055 -49%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.14M +$314K +5,421 +5%
CAM
41
Cidel Asset Management
Ontario, Canada
$7.93M +$6.37M +109,895 +1,069%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$7.39M +$6.48M +111,853 New
IIM
43
Intact Investment Management
Quebec, Canada
$7.36M -$2.87M -49,600 -36%
Goldman Sachs
44
Goldman Sachs
New York
$6.68M -$19.2M -331,250 -77%
CP
45
Cumberland Partners
Ontario, Canada
$6.59M +$185K +3,200 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$6.23M
Bank of America
47
Bank of America
North Carolina
$5.66M +$175K +3,021 +4%
QC
48
Quadrature Capital
United Kingdom
$5.42M +$2.25M +38,800 +89%
WCA
49
Waratah Capital Advisors
Ontario, Canada
$5.34M +$3.58M +61,709 +323%
CS
50
Credit Suisse
Switzerland
$4.48M +$792K +13,662 +25%

DOO Hedge Fund Activity: Q4 2020 in Review

117 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bombardier Recreational Products (DOO) for Q4 2020, worth a combined $2B — up 31% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DOO positions and 10 closed out — a net gain of 11 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $89.5M. The largest seller was Wellington Management Group, cutting an estimated $59.9M.

  • 117 institutional investors held Bombardier Recreational Products (DOO) as of Q4 2020, up from 106 in Q3 2020.
  • Funds reported $2B of Bombardier Recreational Products stock for Q4 2020, up 31% quarter-over-quarter.
  • 21 funds opened new Bombardier Recreational Products positions in Q4 2020 and 10 closed out, a net change of +11 holders.
  • The largest Bombardier Recreational Products buyer in Q4 2020 was Mackenzie Financial, an estimated $89.5M added.
  • The largest Bombardier Recreational Products seller in Q4 2020 was Wellington Management Group, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2020.