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Albemarle
ALB

342 hedge funds and large institutions have $4.25B invested in Albemarle in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more call options, than puts

Call options by funds: $60.5M | Put options by funds: $7.3M

121% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

15% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 102

12% more funds holding

Funds holding: 305 → 342 (+37)

10.89% more ownership

Funds ownership: 81.34% → 92.24% (+11%)

8% less capital invested

Capital invested by funds: $4.63B → $4.25B (-$382M)

Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
9.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
73
Increased
117
Reduced
102
Closed
33
Calls
$60.5M
Puts
$7.3M
Net Calls
+$53.2M
Net Calls Change
+$11.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$101M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$73.7M
3
TCIM
TIAA CREF Investment Management
New York
+$43.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$40.6M
5
SO
STRS Ohio
Ohio
+$39M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$107M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$42.9M
3
Norges Bank
Norges Bank
Norway
-$39.9M
4
Bessemer Group
Bessemer Group
New Jersey
-$28.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
301
Brandywine Global Investment Management
Pennsylvania
$116K -$2.84M -43,707 -96%
LIA
302
LS Investment Advisors
Michigan
$115K – – –
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$113K +$124K +1,916 New
ST
304
SpiderRock Trading
Illinois
$105K – – –
VFA
305
Virtus Fund Advisers
Connecticut
$100K -$541K -8,323 -83%
DADC
306
D.A. Davidson & Co
Montana
$88K +$4.03K +62 +4%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$82K +$325 +5 +0.4%
PAM
308
Paradigm Asset Management
New York
$78.3K -$6.5K -100 -7%
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$76K -$784K -12,072 -91%
Allianz Asset Management
310
Allianz Asset Management
Germany
$67K -$195 -3 -0.3%
BOK
311
Bank of Kentucky
Kentucky
$60K – – –
EFSCE
312
Enterprise Financial Services Corp (EFSC)
Missouri
$57K – – –
CBOA
313
Commonwealth Bank of Australia
Australia
$47K – – –
NES
314
New England Securities
New York
$32K – – –
PCM
315
Prelude Capital Management
New York
$29K +$32.5K +500 New
PFO
316
Pathstone Family Office
New Jersey
$28K +$31.2K +480 New
Creative Planning
317
Creative Planning
Kansas
$27K +$29.2K +450 New
WA
318
WFG Advisors
Texas
$25K +$1.62K +25 +6%
CTC
319
Central Trust Company
Missouri
$24K – – –
FNBT
320
FineMark National Bank & Trust
Florida
$22K – – –
TRCT
321
Tower Research Capital (TRC)
New York
$20K -$252K -3,874 -92%
MAM
322
Mizuho Asset Management
Japan
$19K – – –
MCM
323
Manchester Capital Management
Vermont
$18K – – –
FHA
324
First Horizon Advisors
Tennessee
$17K +$3.64K +56 +23%
MFS
325
MSI Financial Services
Massachusetts
$16K +$8.38K +129 +91%
11 12
13
14 15

ALB Hedge Fund Activity: Q3 2014 in Review

342 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q3 2014, worth a combined $4.25B — down 8.2% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ALB positions and 33 closed out — a net gain of 40 holders — while 117 added to existing stakes and 102 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $101M. The largest seller was JP Morgan Chase, cutting an estimated $107M.

  • 342 institutional investors held Albemarle (ALB) as of Q3 2014, up from 305 in Q2 2014.
  • Funds reported $4.25B of Albemarle stock for Q3 2014, down 8.2% quarter-over-quarter.
  • 73 funds opened new Albemarle positions in Q3 2014 and 33 closed out, a net change of +40 holders.
  • The largest Albemarle buyer in Q3 2014 was Massachusetts Financial Services, an estimated $101M added.
  • The largest Albemarle seller in Q3 2014 was JP Morgan Chase, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2014.