Baytex Energy Corp (BTE) Ownership

3.95 ↑0.02 (0.51%)

As of April 29, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Juniper Capital Advisors LP is the biggest individual institutional holder of Baytex Energy Corp (BTE), owning a total of 101.8 million shares. Combined, the top 68 institutional holders of BTE own 40.87% of the company with a total of 325.6 million shares.

In the latest ownership report on December 31st 2023, the top 68 institutional holders increased their combined ownership of BTE by 108.6 million shares. 13 institutions bought 114,631,440 total additional shares and increased their ownership by an average of 25.86%. However 4 institutions sold 6,016,607 total shares and decreased their ownership by an average of 24.5%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Baytex Energy Corp increased by a net total of 108,614,833 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Juniper Capital Advisors LP	12.379%	0.000%	101,751,995	101,751,995	2023-12-31
Ninepoint Partners LP	4.867%	0.000%	40,000,000	0	2023-12-31
Vanguard Group Inc	3.024%	1.020%	24,857,454	251,091	2023-12-31
Hotchkis & Wiley Capital Management LLC	1.575%	22.598%	12,945,308	2,386,168	2023-12-31
Millennium Management LLC	1.272%	11.280%	10,458,882	1,060,129	2023-12-31
AllianceBernstein L.P.	0.853%	137.989%	7,010,065	4,064,528	2023-12-31
CIBC World Markets Inc.	0.773%	13.911%	6,354,510	776,020	2023-12-31
Royal Bank of Canada	0.741%	49.199%	6,092,662	2,009,085	2023-12-31
SIR Capital Management, L.P.	0.555%	-41.738%	4,559,026	-3,266,000	2023-12-31
Bank of Montreal	0.467%	23.983%	3,835,292	741,883	2023-12-31
BMO Capital Markets Corp.	0.467%	23.983%	3,835,292	741,883	2023-12-31
Goldman Sachs Group Inc	0.438%	-25.878%	3,602,298	-1,257,689	2023-12-31
Bank of America Corp	0.435%	0.405%	3,574,755	14,407	2023-12-31
American Century Companies Inc	0.416%	-30.378%	3,420,900	-1,492,630	2023-12-31
FMR Inc	0.363%	-0.010%	2,982,048	-288	2023-12-31
First Trust Advisors L.P.	0.283%	48.157%	2,324,614	755,594	2023-12-31
Royce & Associates, LP	0.269%	2.493%	2,211,948	53,800	2023-12-31
TD Asset Management Inc	0.251%	1.218%	2,065,196	24,857	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Juniper Capital Advisors LP	12.379%	0.000%	101,751,995	101,751,995	2023-12-31
Ninepoint Partners LP	4.867%	0.000%	40,000,000	0	2023-12-31
Vanguard Group Inc	3.024%	1.020%	24,857,454	251,091	2023-12-31
Luminus Management, LLC	2.562%	0.000%	14,378,882	14,378,882	2020-09-30
Hotchkis & Wiley Capital Management LLC	1.575%	22.598%	12,945,308	2,386,168	2023-12-31
Millennium Management LLC	1.272%	11.280%	10,458,882	1,060,129	2023-12-31
JANE STREET GROUP, LLC	0.971%	2,571.230%	8,210,143	7,902,789	2023-06-30
AllianceBernstein L.P.	0.853%	137.989%	7,010,065	4,064,528	2023-12-31
CIBC World Markets Inc.	0.773%	13.911%	6,354,510	776,020	2023-12-31
Royal Bank of Canada	0.741%	49.199%	6,092,662	2,009,085	2023-12-31
Sourcerock Group LLC	0.581%	0.000%	4,909,129	4,909,129	2023-09-30
SIR Capital Management, L.P.	0.555%	-41.738%	4,559,026	-3,266,000	2023-12-31
Point72 Asset Management, L.P.	0.515%	253.973%	4,232,794	3,037,000	2023-09-30
Bank of Montreal	0.467%	23.983%	3,835,292	741,883	2023-12-31
BMO Capital Markets Corp.	0.467%	23.983%	3,835,292	741,883	2023-12-31
Arrowstreet Capital Limited Partnership	0.436%	0.000%	3,685,910	3,685,910	2023-09-30
Goldman Sachs Group Inc	0.438%	-25.878%	3,602,298	-1,257,689	2023-12-31
Bank of America Corp	0.435%	0.405%	3,574,755	14,407	2023-12-31
Yaupon Capital Management LP	0.414%	0.000%	3,500,000	3,500,000	2023-09-30
American Century Companies Inc	0.416%	-30.378%	3,420,900	-1,492,630	2023-12-31
JPMorgan Chase & Co	0.580%	-3.223%	3,253,581	-108,354	2020-09-30
THOMIST CAPITAL MANAGEMENT, LP	0.365%	-37.040%	3,087,068	-1,816,112	2023-09-30
FMR Inc	0.363%	-0.010%	2,982,048	-288	2023-12-31
Morgan Stanley - Brokerage Accounts	0.336%	-27.788%	2,839,751	-1,092,774	2023-09-30
Cinctive Capital Management LP	0.324%	0.000%	2,741,410	2,741,410	2023-09-30
Connor Clark & Lunn Inv Mgmt Ltd	0.322%	-18.597%	2,721,292	-621,681	2023-06-30
Dimensional Fund Advisors, Inc.	0.289%	0.000%	2,490,434	2,490,434	2023-06-30
First Trust Advisors L.P.	0.283%	48.157%	2,324,614	755,594	2023-12-31
Webs Creek Capital Management LP	0.267%	0.000%	2,256,500	2,256,500	2023-06-30
Royce & Associates, LP	0.269%	2.493%	2,211,948	53,800	2023-12-31
CoreCommodity Management, LLC	0.258%	53.638%	2,181,500	761,600	2023-06-30
Citadel Advisors Llc	0.264%	213.793%	2,172,792	1,480,363	2023-09-30
TD Asset Management Inc	0.251%	1.218%	2,065,196	24,857	2023-12-31
HRT FINANCIAL LLC	0.240%	0.000%	2,024,271	2,024,271	2023-06-30
Scotia Capital Inc	0.218%	19.952%	1,842,727	306,504	2023-06-30
Swiss National Bank	0.174%	25.899%	1,500,088	308,588	2023-06-30
Quadrature Capital LLP	0.174%	399.633%	1,497,900	1,198,100	2023-06-30
Verition Fund Managegment, LLC	0.173%	0.000%	1,494,918	1,494,918	2023-03-31
Public Sector Pension Investment Board	0.171%	29.124%	1,475,918	332,892	2023-06-30
D. E. Shaw & Co LP	0.155%	23.521%	1,339,466	255,066	2023-06-30
CIBC Global Asset Management Inc	0.131%	0.000%	1,132,212	1,132,212	2023-03-31
Bank of Nova Scotia	0.129%	0.000%	1,107,883	1,107,883	2023-03-31
Manufacturers Life Insurance Co	0.169%	0.000%	919,197	919,197	2023-03-31
Amvescap Plc.	0.162%	-2.800%	910,475	-26,223	2020-09-30
Boussard & Gavaudan Assets	0.160%	0.000%	871,138	871,138	2023-03-31
Intact Investment Management, Inc.	0.146%	0.000%	796,700	796,700	2023-03-31
SIG North Trading, ULC	0.122%	0.000%	667,531	667,531	2023-03-31
Two Sigma Advisers, LLC	0.108%	-46.569%	604,300	-526,700	2020-09-30
Wexford Capital LP	0.107%	0.000%	581,985	581,985	2023-03-31
Water Island Capital LLC	0.086%	-6.796%	480,000	-35,000	2020-09-30
Alberta Investment Management Corp	0.069%	0.000%	377,900	377,900	2023-03-31
Legal & General Group PLC	0.063%	0.000%	345,444	345,444	2023-03-31
British Columbia Investment Management Corp	0.054%	0.000%	293,697	293,697	2023-03-31
Renaissance Technologies Corp	0.052%	0.000%	281,400	281,400	2023-03-31
Manulife AIC Funds	0.051%	0.000%	280,300	280,300	2023-03-31
Canada Pension Plan Investment Board	0.016%	0.000%	89,300	89,300	2023-03-31
Franklin Resources Inc	0.015%	0.000%	81,231	81,231	2023-03-31
Deutsche Bank AG	0.004%	0.000%	24,072	24,072	2023-03-31
Pacifica Partners Inc	0.004%	0.000%	20,512	20,512	2023-03-31
Davis-Rea Ltd.	0.004%	0.000%	20,030	20,030	2023-03-31
Hartford Financial Management Inc.	0.002%	0.000%	10,000	10,000	2023-03-31
Redwood Wealth Management Group LLC	0.002%	0.000%	10,000	10,000	2023-03-31
ING Groep NV	0.000%	0.000%	1,036	1,036	2023-03-31
Blume Capital Management Inc	0.000%	0.000%	15	15	2023-03-31
AlphaMark Advisors, LLC	0.000%	-100.000%	0	-1,400	2022-12-31
Hillsdale Investment Management Inc.	0.000%	-100.000%	0	-1,162,630	2022-09-30
Investors Asset Management Of Georgia Inc	0.000%	-100.000%	0	-216	2022-12-31
TOBAM S.A.S.	0.000%	-100.000%	0	-77,762	2023-03-31

Mutual Fund Ownership

Ninepoint Energy Series F is the biggest individual fund holder of Baytex Energy Corp (BTE), owning a total of 40 million shares. Combined, the top 52 mutual fund holders of BTE own 19.42% of the company with a total of 151.8 million shares.

In the latest ownership report on March 31st 2024, the top 52 fund holders increased their combined ownership of BTE by 822 thousand shares. 1 funds bought 30,200 total additional shares and increased their ownership by an average of 1.72%. However 5 funds sold 851,780 total shares and decreased their ownership by an average of 4.1%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Baytex Energy Corp decreased by a net total of -821,580 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Ninepoint Energy Series F	4.867%	0.000%	40,000,000	0	2024-03-31
Vanguard Total Intl Stock Index Inv	1.096%	-3.057%	9,012,131	-284,140	2024-03-31
Vanguard Developed Markets Index Admiral	0.663%	-3.199%	5,445,674	-179,979	2024-03-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.528%	-3.529%	4,339,740	-158,744	2024-03-31
Vanguard FTSE All-Wld ex-US SmCp Idx Ins	0.275%	-6.913%	2,261,568	-167,940	2024-03-31
First Trust Natural Gas ETF	0.244%	0.000%	2,004,505	0	2024-03-31
State St Gbl Sm Cp Eq ex-US Indx NL Cl A	0.218%	1.718%	1,788,300	30,200	2024-03-31
AB International Small Cap	0.187%	-3.818%	1,536,176	-60,977	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Ninepoint Energy Series F	4.867%	0.000%	40,000,000	0	2024-03-31
iShares Core S&P Small-Cap ETF	1.168%	0.000%	10,004,258	0	2023-06-21
Vanguard Total Intl Stock Index Inv	1.096%	-3.057%	9,012,131	-284,140	2024-03-31
Vanguard Developed Markets Index Admiral	0.663%	-3.199%	5,445,674	-179,979	2024-03-31
Fidelity® Series Intrinsic Opps	0.891%	-5.660%	5,000,000	-300,000	2020-10-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.528%	-3.529%	4,339,740	-158,744	2024-03-31
iShares S&P/TSX Capped Energy ETF	0.477%	0.000%	3,916,783	0	2024-03-29
Avantis International Small Cap Val ETF	0.458%	0.000%	3,762,110	0	2024-03-29
American Beacon Small Cp Val R5	0.426%	0.000%	3,504,642	0	2024-02-29
SPDR® S&P Oil & Gas Explor & Prodtn ETF	0.394%	0.000%	3,372,874	0	2023-06-22
Hotchkis & Wiley Mid-Cap Value I	0.379%	0.000%	3,114,700	0	2024-02-29
Contrarius Global Equity Investor	0.533%	-0.174%	2,902,154	-5,067	2022-12-31
Avantis® International Small Cap Val ETF	0.322%	0.000%	2,779,081	0	2023-07-29
iShares Core S&P/TSX Capped Compost ETF	0.298%	0.000%	2,451,722	0	2024-03-29
DFA International Small Company I	0.280%	-8.552%	2,367,465	-221,393	2023-12-31
Schwab Fundamental Intl Sm Co ETF	0.418%	0.000%	2,346,902	0	2020-12-31
Fidelity Global Bargain Growth Stocks MF	0.273%	0.000%	2,307,200	0	2023-08-21
Fidelity Global Value Growth Eq MF	0.281%	0.000%	2,307,200	0	2023-08-21
CI Mstar CAD Value ETF Comm	0.280%	-0.394%	2,301,676	-9,097	2024-02-29
Vanguard FTSE All-Wld ex-US SmCp Idx Ins	0.275%	-6.913%	2,261,568	-167,940	2024-03-31
Canadian General Investments Ord	0.274%	0.000%	2,250,000	0	2023-06-30
RBC Canadian Small & Mid-Cap Resources F	0.270%	3.469%	2,219,200	74,400	2023-12-31
First Trust Natural Gas ETF	0.244%	0.000%	2,004,505	0	2024-03-31
State St Gbl Sm Cp Eq ex-US Indx NL Cl A	0.218%	1.718%	1,788,300	30,200	2024-03-31
Hotchkis & Wiley Small Cap Value I	0.209%	0.000%	1,715,186	0	2024-02-29
Panview Asian Equity Master Fund	0.204%	71.795%	1,675,000	700,000	2023-12-31
BMO S&P/TSX Capped Composite ETF	0.195%	-2.726%	1,606,262	-45,014	2024-02-29
AB International Small Cap Z	0.189%	44.562%	1,597,153	492,330	2023-12-31
Dimensional Canadian Small Company	0.190%	-41.721%	1,561,886	-1,118,125	2024-01-31
ALPS/CorCmdty Mgmt CmpltCmdty Strat I	0.179%	78.257%	1,542,100	677,000	2023-06-30
Avantis® U.S. Small Cap Value ETF	0.178%	0.000%	1,538,168	0	2023-07-29
AB International Small Cap	0.187%	-3.818%	1,536,176	-60,977	2024-03-31
Avantis US Small Cap Value ETF	0.173%	0.000%	1,492,518	0	2023-09-29
Vanguard FTSE Canada All Cap ETF	0.168%	0.489%	1,420,331	6,907	2023-11-30
Royce Small-Cap Opportunity Invmt	0.165%	47.998%	1,396,950	453,050	2023-09-30
DFA Canadian Core Equity Class F	0.162%	0.000%	1,393,819	0	2023-06-30
Royce Opportunity Invmt	0.241%	6.538%	1,354,100	83,100	2020-12-31
Schwab International Small-Cap Eq ETF™	0.152%	0.000%	1,310,566	0	2023-07-29
DFA International Core Equity I	0.149%	0.000%	1,284,776	0	2023-06-30
DFA International Small Cap Value I	0.171%	2.026%	931,555	18,500	2023-04-30
Strategic Advisers® Fidelity US TtlStk	0.169%	0.000%	920,400	0	2023-04-30
Leland Real Asset Opportunities I	0.139%	-2.624%	782,211	-21,076	2020-07-31
Schwab Fdmtl Intl Sm Co Idx	0.137%	11.699%	766,700	80,300	2020-12-31
Legg Mason RY US SmCp Opp A USD Dis(A)	0.129%	7.729%	723,400	51,900	2020-12-31
DFA Canadian Vector Equity Class F	0.114%	0.000%	640,654	0	2020-10-31
Undrly FTSE RAFI All Wd 3000 Eq Idx Life	0.108%	0.000%	605,916	0	2020-12-31
Dimensional Global Targeted Value A $	0.081%	0.008%	454,276	35	2020-09-30
Invesco FTSE RAFI Dev Mkts ex-US S/M ETF	0.074%	0.000%	412,806	0	2020-12-30
Invesco RAFI™ Strategic Dvlpd ex-US ETF	0.070%	0.000%	389,859	0	2020-12-30
Royce Opportunity Collective TrustR-Inst	0.065%	0.000%	362,300	0	2020-12-31
DFA International Vector Equity I	0.063%	0.000%	351,898	0	2020-11-30
Undrly SSgA Index Global Equity Pen	0.053%	223.253%	296,100	204,500	2020-12-31