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141 hedge funds and large institutions have $1.99B invested in Teekay in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

31% more capital invested

Capital invested by funds: $1.53B → $1.99B (+$468M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

9% more funds holding

Funds holding: 129141 (+12)

8.15% more ownership

Funds ownership: 50.11%58.25% (+8.1%)

4% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $10.5M

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
4.09%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.32%
New
28
Increased
50
Reduced
42
Closed
15
Calls
$10.1M
Puts
$10.5M
Net Calls
-$424K
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$295M +$6.27M +143,141 +2%
MF
2
Magnetar Financial
Illinois
$283M +$106M +2,421,686 +70%
EPCM
3
Eton Park Capital Management
New York
$145M +$132M +3,011,554 New
BWCA
4
Brenner West Capital Advisors
New York
$144M +$11.2M +254,768 +9%
JP
5
Jana Partners
New York
$103M +$567K +12,938 +0.6%
BC
6
Brookfield Corp
Ontario, Canada
$99.4M +$16.9M +384,892 +23%
HCM
7
Highline Capital Management
New York
$91.4M +$6.51M +148,621 +8%
NMVA
8
New Mountain Vantage Advisers
New York
$91.1M +$24.1M +549,750 +41%
JP Morgan Chase
9
JP Morgan Chase
New York
$66M +$10.1M +230,776 +20%
BIT
10
BlackRock Institutional Trust
California
$44.5M +$1.66M +37,953 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$41.8M +$194K +4,432 +0.5%
Cohen & Steers
12
Cohen & Steers
New York
$39M +$17.9M +409,583 +102%
FTCM
13
Fir Tree Capital Management
New York
$38.5M
KACA
14
Kayne Anderson Capital Advisors
California
$30.3M +$24.5M +560,000 +792%
PWAM
15
Park West Asset Management
California
$28.9M +$5.47M +125,000 +26%
State Street
16
State Street
Massachusetts
$25.1M -$87.7M -2,002,601 -79%
Norges Bank
17
Norges Bank
Norway
$24.8M
BTS
18
BB&T Securities
Virginia
$22M +$69.7K +1,591 +4%
Federated Hermes
19
Federated Hermes
Pennsylvania
$22M +$7.57M +172,821 +61%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$21.5M -$2.93M -66,906 -13%
AC
21
Avenir Corporation
Virginia
$20.8M -$306K -6,980 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$18.3M +$4.63M +105,800 +38%
AA
23
Ancient Art
Texas
$17.7M -$3.67M -83,893 -19%
ACM
24
Alistair Capital Management
Texas
$16.1M +$14.7M +334,853 New
BFA
25
BlackRock Fund Advisors
California
$16M +$797K +18,188 +6%

TK Hedge Fund Activity: Q4 2013 in Review

141 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q4 2013, worth a combined $1.99B — up 31% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TK positions and 15 closed out — a net gain of 13 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was Eton Park Capital Management, opening a new position worth an estimated $132M. The largest seller was State Street, cutting an estimated $87.7M.

  • 141 institutional investors held Teekay (TK) as of Q4 2013, up from 129 in Q3 2013.
  • Funds reported $1.99B of Teekay stock for Q4 2013, up 31% quarter-over-quarter.
  • 28 funds opened new Teekay positions in Q4 2013 and 15 closed out, a net change of +13 holders.
  • The largest Teekay buyer in Q4 2013 was Eton Park Capital Management, an estimated $132M added.
  • The largest Teekay seller in Q4 2013 was State Street, an estimated $87.7M sold.

Based on aggregated 13F filings for Q4 2013.