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164 hedge funds and large institutions have $1.84B invested in Teekay in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

3% more funds holding

Funds holding: 160164 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.81% less ownership

Funds ownership: 60.34%59.53% (-0.81%)

5% less call options, than puts

Call options by funds: $7.38M | Put options by funds: $7.77M

9% less capital invested

Capital invested by funds: $2.04B → $1.84B (-$193M)

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
30
Increased
68
Reduced
45
Closed
24
Calls
$7.38M
Puts
$7.77M
Net Calls
-$390K
Net Calls Change
+$813K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$348M +$66.6M +1,407,365 +21%
MF
2
Magnetar Financial
Illinois
$280M +$7.32M +154,793 +2%
NMVA
3
New Mountain Vantage Advisers
New York
$111M +$13.5M +286,337 +12%
NIM
4
NXG Investment Management
Texas
$82.4M +$16M +338,070 +21%
BWCA
5
Brenner West Capital Advisors
New York
$78.5M -$5.54M -117,162 -6%
EGA
6
Eagle Global Advisors
Texas
$72.7M +$3.53M +74,530 +5%
Point72 Asset Management
7
Point72 Asset Management
Connecticut
$54M +$9.84M +208,000 +20%
Deutsche Bank
8
Deutsche Bank
Germany
$53.6M -$11.6M -244,708 -16%
SCA
9
Salient Capital Advisors
Texas
$52.5M +$10M +211,749 +21%
AC
10
Avenir Corporation
Virginia
$48.7M +$7.75M +163,820 +17%
BIT
11
BlackRock Institutional Trust
California
$45.9M -$861K -18,201 -2%
Cohen & Steers
12
Cohen & Steers
New York
$44.8M +$5.63M +119,074 +13%
KACA
13
Kayne Anderson Capital Advisors
California
$34.3M +$21.1M +447,000 +126%
MP
14
MSD Partners
New York
$27.8M -$31.7M -669,297 -51%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$27.4M +$3.37M +71,193 +13%
Goldman Sachs
16
Goldman Sachs
New York
$25.5M -$22.4M -472,952 -44%
State Street
17
State Street
Massachusetts
$24.7M -$660K -13,954 -2%
SAM
18
Scopus Asset Management
New York
$23.2M +$18.5M +392,035 +261%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$19.8M +$1.52M +32,184 +7%
Federated Hermes
20
Federated Hermes
Pennsylvania
$19.3M -$2.8M -59,157 -12%
VBCP
21
Vollero Beach Capital Partners
New York
$18.5M +$15.2M +320,983 +291%
BFA
22
BlackRock Fund Advisors
California
$17.3M -$237K -5,013 -1%
AR
23
Advisory Research
Illinois
$14.6M +$5.21M +110,025 +47%
HHAM
24
HITE Hedge Asset Management
Massachusetts
$14.6M -$7.06M -149,177 -30%
TAM
25
TPH Asset Management
Texas
$14.3M +$2.93M +61,923 +23%

TK Hedge Fund Activity: Q2 2015 in Review

164 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q2 2015, worth a combined $1.84B — down 9.5% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TK positions and 24 closed out — a net gain of 6 holders — while 68 added to existing stakes and 45 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $66.6M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $139M sold.

  • 164 institutional investors held Teekay (TK) as of Q2 2015, up from 160 in Q1 2015.
  • Funds reported $1.84B of Teekay stock for Q2 2015, down 9.5% quarter-over-quarter.
  • 30 funds opened new Teekay positions in Q2 2015 and 24 closed out, a net change of +6 holders.
  • The largest Teekay buyer in Q2 2015 was Neuberger Berman Group, an estimated $66.6M added.
  • The largest Teekay seller in Q2 2015 was Fir Tree Capital Management, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2015.