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105 hedge funds and large institutions have $213M invested in Teekay in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $181M → $213M (+$32M)

3.77% less ownership

Funds ownership: 31.53%27.75% (-3.8%)

6% less funds holding

Funds holding: 112105 (-7)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

89% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $18.6M

Holders
105
Holders Change
-7
Holders Change %
-6.25%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
24
Reduced
39
Closed
17
Calls
$2.04M
Puts
$18.6M
Net Calls
-$16.5M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.9M -$814 -93 -0%
BlackRock
2
BlackRock
New York
$22.1M -$6.58M -751,571 -23%
State Street
3
State Street
Massachusetts
$10.3M -$263K -30,078 -3%
Northern Trust
4
Northern Trust
Illinois
$8.58M -$974K -111,274 -10%
Bank of America
5
Bank of America
North Carolina
$8.4M +$367K +41,924 +5%
Goldman Sachs
6
Goldman Sachs
New York
$7.17M +$2.07M +236,683 +42%
MF
7
Magnetar Financial
Illinois
$6.5M -$51.5K -5,879 -0.8%
Charles Schwab
8
Charles Schwab
California
$6.17M -$483K -55,224 -7%
OAG
9
Orbis Allan Gray
Bermuda
$5.5M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.63M -$876K -100,073 -16%
CC
11
Cedar Capital
Illinois
$4.44M +$403K +46,059 +10%
GC
12
Guggenheim Capital
Illinois
$3.43M -$722K -82,480 -18%
BCM
13
Bridgeway Capital Management
Texas
$3.17M +$350K +40,000 +13%
Vanguard Group
14
Vanguard Group
Pennsylvania
$2.52M -$335K -38,261 -12%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$2.34M -$167K -19,043 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.05M -$611K -69,832 -23%
DI
17
Dalton Investments
Nevada
$2.03M +$1.99M +227,328 New
WSCM
18
Wellington Shields Capital Management
New York
$2.02M +$254K +29,000 +15%
Millennium Management
19
Millennium Management
New York
$1.99M +$1.95M +223,214 New
WSC
20
Wellington Shields & Co
New York
$1.92M
Invesco
21
Invesco
Georgia
$1.85M +$470K +53,753 +35%
SC
22
Sculptor Capital
New York
$1.72M +$1.06M +121,400 +171%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.62M -$245K -27,966 -13%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.44M -$1.62M -185,340 -54%
PH
25
Pinnacle Holdings
Oklahoma
$1.39M -$14.9K -1,700 -1%

TK Hedge Fund Activity: Q3 2017 in Review

105 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q3 2017, worth a combined $213M — up 18% from $181M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TK and 13 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 24 added.

The largest buyer was Goldman Sachs, adding an estimated $2.07M. The largest seller was Eagle Global Advisors, exiting entirely with an estimated $11.3M sold.

  • 105 institutional investors held Teekay (TK) as of Q3 2017, down from 112 in Q2 2017.
  • Funds reported $213M of Teekay stock for Q3 2017, up 18% quarter-over-quarter.
  • 13 funds opened new Teekay positions in Q3 2017 and 17 closed out, a net change of -4 holders.
  • The largest Teekay buyer in Q3 2017 was Goldman Sachs, an estimated $2.07M added.
  • The largest Teekay seller in Q3 2017 was Eagle Global Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2017.