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Rogers Communications

247 hedge funds and large institutions have $10.3B invested in Rogers Communications in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $4.73M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

19% more capital invested

Capital invested by funds: $8.69B → $10.3B (+$1.63B)

0.83% less ownership

Funds ownership: 63.24%62.41% (-0.83%)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

4% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 97

1% less funds holding

Funds holding: 250247 (-3)

Holders
247
Holders Change
-3
Holders Change %
-1.2%
% of All Funds
6.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
25
Increased
93
Reduced
97
Closed
26
Calls
$18.4M
Puts
$4.73M
Net Calls
+$13.6M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.46B +$139M +3,847,610 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.19B +$5.44M +150,450 +0.5%
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$895M -$35.8M -990,223 -4%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$711M +$53.4M +1,475,393 +9%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$583M -$11M -304,528 -2%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$555M +$64.2M +1,772,938 +25%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$308M -$5.55M -153,488 -2%
LBA
8
Letko, Brosseau & Associates
Quebec, Canada
$277M +$466K +12,875 +0.2%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$262M -$5.27M -145,770 -2%
Franklin Resources
10
Franklin Resources
California
$259M -$40.5M -1,117,972 -15%
Vanguard Group
11
Vanguard Group
Pennsylvania
$248M +$35.9M +992,608 +19%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207M +$52M +1,436,280 +39%
Canada Life
13
Canada Life
Manitoba, Canada
$189M +$27.8M +768,894 +19%
IGIM
14
I.G. Investment Management
Manitoba, Canada
$148M -$6.95M -192,155 -5%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$139M +$6.31M +174,279 +5%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$136M +$9.83M +271,664 +9%
RFC
17
Russell Frank Company
Washington
$123M -$3.6M -99,576 -3%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$113M -$10.9M -302,556 -10%
Norges Bank
19
Norges Bank
Norway
$107M -$23.2M -642,471 -19%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$105M -$6.46M -178,500 -8%
GCC
21
Guardian Capital (Canada)
Ontario, Canada
$93.9M +$43.9M +1,214,384 +108%
GF
22
Gabelli Funds
New York
$85.1M -$5.46M -151,000 -7%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$84.8M -$1.64M -45,409 -2%
APG Asset Management
24
APG Asset Management
Netherlands
$81.7M
Legal & General Group
25
Legal & General Group
United Kingdom
$78.1M +$894K +24,694 +1%

RCI Hedge Fund Activity: Q1 2016 in Review

247 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Rogers Communications (RCI) for Q1 2016, worth a combined $10.3B — up 19% from $8.69B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RCI and 25 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 93 added.

The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $192M sold.

  • 247 institutional investors held Rogers Communications (RCI) as of Q1 2016, down from 250 in Q4 2015.
  • Funds reported $10.3B of Rogers Communications stock for Q1 2016, up 19% quarter-over-quarter.
  • 25 funds opened new Rogers Communications positions in Q1 2016 and 26 closed out, a net change of -1 holder.
  • The largest Rogers Communications buyer in Q1 2016 was Royal Bank of Canada, an estimated $139M added.
  • The largest Rogers Communications seller in Q1 2016 was Mawer Investment Management, an estimated $192M sold.

Based on aggregated 13F filings for Q1 2016.