We are live on ! Find out more

116 hedge funds and large institutions have $247M invested in Teekay in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $228M → $247M (+$19.8M)

2.14% more ownership

Funds ownership: 28.34%30.49% (+2.1%)

0% more funds holding

Funds holding: 116116 (0)

47% less call options, than puts

Call options by funds: $5.14M | Put options by funds: $9.63M

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
55
Reduced
21
Closed
18
Calls
$5.14M
Puts
$9.63M
Net Calls
-$4.49M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.1M +$9.01M +1,043,342 +12%
BlackRock
2
BlackRock
New York
$23.1M +$2.88M +333,828 +13%
Goldman Sachs
3
Goldman Sachs
New York
$17M +$9.08M +1,051,308 +100%
DI
4
Dalton Investments
Nevada
$12.5M +$13.4M +1,545,610 New
OAG
5
Orbis Allan Gray
Bermuda
$11.1M +$4.65M +537,762 +64%
State Street
6
State Street
Massachusetts
$9.6M +$478K +55,375 +5%
Bank of America
7
Bank of America
North Carolina
$8.99M +$1.28M +147,990 +15%
Northern Trust
8
Northern Trust
Illinois
$8.26M +$560K +64,788 +7%
Charles Schwab
9
Charles Schwab
California
$6.75M +$816K +94,411 +13%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.94M +$1.69M +195,545 +47%
Invesco
11
Invesco
Georgia
$4.33M +$3.54M +409,699 +324%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.15M -$40K -4,635 -0.9%
BCM
13
Bridgeway Capital Management
Texas
$4.15M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.86M +$1.56M +180,955 +61%
GC
15
Guggenheim Capital
Illinois
$3.19M +$373K +43,210 +12%
Vanguard Group
16
Vanguard Group
Pennsylvania
$2.77M +$384K +44,503 +15%
Morgan Stanley
17
Morgan Stanley
New York
$2.74M +$1.34M +154,805 +84%
CC
18
Cedar Capital
Illinois
$2.72M -$475K -54,951 -14%
ECM
19
Evergreen Capital Management
Washington
$2.61M +$2.2M +254,375 +370%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.99M +$153K +17,686 +8%
CS
21
Credit Suisse
Switzerland
$1.8M +$915K +105,968 +91%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.77M -$429K -49,626 -18%
TIM
23
Thornburg Investment Management
New Mexico
$1.62M +$892K +103,279 +106%
MCC
24
Malaga Cove Capital
California
$1.58M +$587K +67,986 +53%
PPA
25
Parametric Portfolio Associates
Washington
$1.54M +$398K +46,114 +32%

TK Hedge Fund Activity: Q1 2018 in Review

116 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Teekay (TK) for Q1 2018, worth a combined $247M — up 8.7% from $228M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TK positions and 18 closed out — a net gain of 2 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Dalton Investments, opening a new position worth an estimated $13.4M. The largest seller was Wellington Shields Capital Management, exiting entirely with an estimated $2.11M sold.

  • 116 institutional investors held Teekay (TK) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $247M of Teekay stock for Q1 2018, up 8.7% quarter-over-quarter.
  • 20 funds opened new Teekay positions in Q1 2018 and 18 closed out, a net change of +2 holders.
  • The largest Teekay buyer in Q1 2018 was Dalton Investments, an estimated $13.4M added.
  • The largest Teekay seller in Q1 2018 was Wellington Shields Capital Management, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2018.