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158 hedge funds and large institutions have $2.34B invested in Teekay in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $1.99B → $2.34B (+$348M)

12% more funds holding

Funds holding: 141158 (+17)

4% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 50

0.27% more ownership

Funds ownership: 58.25%58.52% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

28% less call options, than puts

Call options by funds: $19M | Put options by funds: $26.3M

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
26
Increased
52
Reduced
50
Closed
8
Calls
$19M
Puts
$26.3M
Net Calls
-$7.27M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1
Magnetar Financial
Illinois
$285M -$45M -828,748 -14%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$268M -$75.4M -1,388,550 -23%
EPCM
3
Eton Park Capital Management
New York
$169M
BWCA
4
Brenner West Capital Advisors
New York
$169M +$632K +11,634 +0.4%
BC
5
Brookfield Corp
Ontario, Canada
$116M -$239K -4,400 -0.2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$93.5M +$80.4M +1,480,154 +809%
HCM
7
Highline Capital Management
New York
$91.6M -$14.9M -273,600 -14%
NMVA
8
New Mountain Vantage Advisers
New York
$87.7M -$18.4M -339,167 -18%
JP
9
Jana Partners
New York
$76.4M -$43.3M -796,266 -37%
JP Morgan Chase
10
JP Morgan Chase
New York
$66.2M -$10.7M -196,561 -14%
MP
11
MSD Partners
New York
$59.6M +$57.6M +1,059,990 New
BIT
12
BlackRock Institutional Trust
California
$53.7M +$1.57M +28,870 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$48.6M -$291K -5,359 -0.6%
Cohen & Steers
14
Cohen & Steers
New York
$46.4M +$689K +12,683 +2%
FTCM
15
Fir Tree Capital Management
New York
$44.8M -$271K -4,980 -0.6%
PWAM
16
Park West Asset Management
California
$30.5M -$3.26M -60,000 -10%
Federated Hermes
17
Federated Hermes
Pennsylvania
$29.6M +$3.78M +69,620 +15%
State Street
18
State Street
Massachusetts
$29.6M +$231K +4,244 +0.8%
Norges Bank
19
Norges Bank
Norway
$29.1M
Fidelity Investments
20
Fidelity Investments
Massachusetts
$27.2M +$5.57M +102,600 +27%
CRAM
21
Claren Road Asset Management
New York
$26.1M +$25.2M +463,983 New
NIM
22
NXG Investment Management
Texas
$24.3M +$10.7M +197,332 +84%
VBCP
23
Vollero Beach Capital Partners
New York
$24.1M +$12.6M +231,734 +118%
HOAM
24
Halcyon Offshore Asset Management
New York
$23.5M +$22.7M +418,351 New
Goldman Sachs
25
Goldman Sachs
New York
$21.7M +$18.9M +347,328 +896%

TK Hedge Fund Activity: Q1 2014 in Review

158 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q1 2014, worth a combined $2.34B — up 17% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TK positions and 8 closed out — a net gain of 18 holders — while 52 added to existing stakes and 50 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $80.4M. The largest seller was Neuberger Berman Group, cutting an estimated $75.4M.

  • 158 institutional investors held Teekay (TK) as of Q1 2014, up from 141 in Q4 2013.
  • Funds reported $2.34B of Teekay stock for Q1 2014, up 17% quarter-over-quarter.
  • 26 funds opened new Teekay positions in Q1 2014 and 8 closed out, a net change of +18 holders.
  • The largest Teekay buyer in Q1 2014 was Bank of New York Mellon, an estimated $80.4M added.
  • The largest Teekay seller in Q1 2014 was Neuberger Berman Group, an estimated $75.4M sold.

Based on aggregated 13F filings for Q1 2014.