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158 hedge funds and large institutions have $364M invested in Teekay in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 41

2% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 44

1% less funds holding

Funds holding: 160158 (-2)

8.64% less ownership

Funds ownership: 60.6%51.96% (-8.6%)

16% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $4.28M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

72% less capital invested

Capital invested by funds: $1.29B → $364M (-$930M)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
43
Increased
61
Reduced
41
Closed
44
Calls
$3.59M
Puts
$4.28M
Net Calls
-$692K
Net Calls Change
-$6.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$397K +$368K +14,134 +54%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$384K -$5.81K -223 -0.6%
Fayez Sarofim & Co
78
Fayez Sarofim & Co
Texas
$370K
ACI
79
AMP Capital Investors
Australia
$360K +$55.6K +2,137 +6%
TA
80
Teachers Advisors
New York
$359K
Invesco
81
Invesco
Georgia
$343K -$643K -24,675 -41%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$331K -$33.6K -1,290 -4%
Simplex Trading
83
Simplex Trading
Illinois
$329K +$775K +29,755 +827%
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$328K +$864K +33,200 New
PAM
85
Princeton Alpha Management
New Jersey
$327K +$674K +25,899 +360%
Legal & General Group
86
Legal & General Group
United Kingdom
$302K +$36.5K +1,400 +5%
EEG
87
E.E. Geduld
$296K +$781K +30,000 New
AllianceBernstein
88
AllianceBernstein
Tennessee
$282K -$9.11K -350 -1%
PP
89
Paloma Partners
Connecticut
$258K -$17.9K -686 -3%
GCP
90
GSA Capital Partners
United Kingdom
$251K +$280K +10,740 +73%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$249K +$657K +25,222 New
BIM
92
BlackRock Investment Management
Delaware
$243K +$7.39K +284 +1%
BA
93
BlackRock Advisors
Delaware
$240K +$347K +13,330 +121%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$232K -$861K -33,054 -58%
IHL
95
Investment House LLC
California
$225K +$593K +22,785 New
Canada Pension Plan Investment Board
96
Canada Pension Plan Investment Board
Ontario, Canada
$205K +$286K +11,000 +112%
CA
97
Corrado Advisors
New Jersey
$198K -$67.7K -2,600 -11%
QT
98
Quantbot Technologies
New York
$196K +$519K +19,946 New
EMG
99
Ellington Management Group
Connecticut
$176K +$464K +17,818 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$175K -$4.58K -176 -1%

TK Hedge Fund Activity: Q4 2015 in Review

158 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q4 2015, worth a combined $364M — down 72% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of TK and 43 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 61 added.

The largest buyer was JP Morgan Chase, adding an estimated $119M. The largest seller was Magnetar Financial, cutting an estimated $110M.

  • 158 institutional investors held Teekay (TK) as of Q4 2015, down from 160 in Q3 2015.
  • Funds reported $364M of Teekay stock for Q4 2015, down 72% quarter-over-quarter.
  • 43 funds opened new Teekay positions in Q4 2015 and 44 closed out, a net change of -1 holder.
  • The largest Teekay buyer in Q4 2015 was JP Morgan Chase, an estimated $119M added.
  • The largest Teekay seller in Q4 2015 was Magnetar Financial, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2015.