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174 hedge funds and large institutions have $2.07B invested in Teekay in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $30.4M

0.33% less ownership

Funds ownership: 56.1%55.77% (-0.33%)

2% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 61

9% less funds holding

Funds holding: 191174 (-17)

23% less capital invested

Capital invested by funds: $2.7B → $2.07B (-$626M)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

31% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 45

Holders
174
Holders Change
-17
Holders Change %
-8.9%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.24%
New
31
Increased
60
Reduced
61
Closed
45
Calls
$34.6M
Puts
$30.4M
Net Calls
+$4.21M
Net Calls Change
-$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Sentry Investments
Ontario, Canada
$13.3M +$3.3M +60,800 +30%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$13M -$6.74M -124,080 -33%
TPP
28
Triangle Peak Partners
California
$12.7M
VBCP
29
Vollero Beach Capital Partners
New York
$12.7M -$24.1M -443,840 -64%
SRCM
30
Swift Run Capital Management
Virginia
$12.2M +$3.67M +67,560 +39%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$11.8M +$1.69M +31,141 +16%
AR
32
Advisory Research
Illinois
$11.3M +$4.22M +77,630 +54%
TAM
33
TPH Asset Management
Texas
$11.1M +$2.32M +42,688 +24%
KACA
34
Kayne Anderson Capital Advisors
California
$10.4M +$3.26M +60,000 +41%
QI
35
Quotient Investors
New York
$10.4M +$2.86M +52,700 +35%
Northern Trust
36
Northern Trust
Illinois
$9.27M -$287K -5,275 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$8.98M -$9.51M -175,000 -50%
JHIU
38
Janus Henderson Investors US
Colorado
$8.2M +$81.5K +1,500 +0.9%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$8.08M
BTS
40
BB&T Securities
Virginia
$7.74M +$12.3K +227 +2%
Two Sigma Investments
41
Two Sigma Investments
New York
$7.64M -$11M -203,139 -57%
Morgan Stanley
42
Morgan Stanley
New York
$7.62M -$6.36M -116,975 -44%
HHAM
43
HITE Hedge Asset Management
Massachusetts
$7.56M -$1.57M -28,794 -16%
WJA
44
Williams Jones & Associates
New York
$7.47M +$7.98M +146,739 New
Charles Schwab
45
Charles Schwab
California
$6.7M +$382K +7,026 +6%
Vanguard Group
46
Vanguard Group
Pennsylvania
$5.93M +$401K +7,382 +7%
TCIM
47
TIAA CREF Investment Management
New York
$5.82M -$36.7M -674,581 -86%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.58M -$4.54M -83,487 -43%
GC
49
Guggenheim Capital
Illinois
$5.36M -$425K -7,814 -7%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$5.01M +$2.11M +38,884 +65%

TK Hedge Fund Activity: Q4 2014 in Review

174 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q4 2014, worth a combined $2.07B — down 23% from $2.7B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TK and 31 opened new positions — a net loss of 14 holders — while 61 trimmed existing stakes and 60 added.

The largest buyer was Fir Tree Capital Management, adding an estimated $175M. The largest seller was Magnetar Financial, cutting an estimated $140M.

  • 174 institutional investors held Teekay (TK) as of Q4 2014, down from 191 in Q3 2014.
  • Funds reported $2.07B of Teekay stock for Q4 2014, down 23% quarter-over-quarter.
  • 31 funds opened new Teekay positions in Q4 2014 and 45 closed out, a net change of -14 holders.
  • The largest Teekay buyer in Q4 2014 was Fir Tree Capital Management, an estimated $175M added.
  • The largest Teekay seller in Q4 2014 was Magnetar Financial, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2014.