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112 hedge funds and large institutions have $181M invested in Teekay in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

12.52% less ownership

Funds ownership: 44.05%31.53% (-13%)

18% less funds holding

Funds holding: 137112 (-25)

47% less capital invested

Capital invested by funds: $345M → $181M (-$163M)

64% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 39

84% less call options, than puts

Call options by funds: $858K | Put options by funds: $5.29M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
-25
Holders Change %
-18.25%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
46
Reduced
27
Closed
39
Calls
$858K
Puts
$5.29M
Net Calls
-$4.43M
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$57.4M +$971K +131,584 +2%
BlackRock
2
BlackRock
New York
$21.5M +$878K +119,013 +4%
EGA
3
Eagle Global Advisors
Texas
$11.3M -$2.08M -281,600 -14%
State Street
4
State Street
Massachusetts
$7.91M +$318K +43,160 +4%
Northern Trust
5
Northern Trust
Illinois
$7.15M +$651K +88,261 +9%
Bank of America
6
Bank of America
North Carolina
$5.99M +$3.59M +486,248 +118%
Charles Schwab
7
Charles Schwab
California
$4.98M +$610K +82,667 +12%
MF
8
Magnetar Financial
Illinois
$4.9M +$43.4K +5,879 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.12M +$25.3K +3,433 +0.6%
OAG
10
Orbis Allan Gray
Bermuda
$4.11M
Goldman Sachs
11
Goldman Sachs
New York
$3.78M +$3.35M +454,087 +404%
GC
12
Guggenheim Capital
Illinois
$3.11M +$708K +95,972 +26%
CC
13
Cedar Capital
Illinois
$3.01M +$952K +128,993 +40%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.93M +$322K +43,625 +11%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.3M -$3.4M -460,161 -57%
Vanguard Group
16
Vanguard Group
Pennsylvania
$2.14M +$116K +15,740 +5%
BCM
17
Bridgeway Capital Management
Texas
$2.1M +$738K +100,000 +47%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.99M +$311K +42,147 +16%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.87M -$51.7K -7,000 -2%
Morgan Stanley
20
Morgan Stanley
New York
$1.6M -$16.7M -2,256,953 -90%
WSC
21
Wellington Shields & Co
New York
$1.43M +$1.59M +215,000 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.39M +$1.33M +180,551 +634%
WSCM
23
Wellington Shields Capital Management
New York
$1.31M +$553K +75,000 +61%
VKH
24
Virtu KCG Holdings
New York
$1.06M +$844K +114,356 +255%
PH
25
Pinnacle Holdings
Oklahoma
$1.05M +$225K +30,474 +24%

TK Hedge Fund Activity: Q2 2017 in Review

112 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q2 2017, worth a combined $181M — down 47% from $345M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of TK and 14 opened new positions — a net loss of 25 holders — while 27 trimmed existing stakes and 46 added.

The largest buyer was Bank of America, adding an estimated $3.59M. The largest seller was Goldentree Asset Management, exiting entirely with an estimated $30.4M sold.

  • 112 institutional investors held Teekay (TK) as of Q2 2017, down from 137 in Q1 2017.
  • Funds reported $181M of Teekay stock for Q2 2017, down 47% quarter-over-quarter.
  • 14 funds opened new Teekay positions in Q2 2017 and 39 closed out, a net change of -25 holders.
  • The largest Teekay buyer in Q2 2017 was Bank of America, an estimated $3.59M added.
  • The largest Teekay seller in Q2 2017 was Goldentree Asset Management, an estimated $30.4M sold.

Based on aggregated 13F filings for Q2 2017.