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Albemarle

444 hedge funds and large institutions have $8.27B invested in Albemarle in 2016 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $91M | Put options by funds: $24.4M

52% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 48

3% more funds holding

Funds holding: 429444 (+15)

2% more capital invested

Capital invested by funds: $8.09B → $8.27B (+$183M)

0.62% less ownership

Funds ownership: 86.06%85.45% (-0.62%)

4% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 163

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
444
Holders Change
+15
Holders Change %
+3.5%
% of All Funds
11.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
73
Increased
156
Reduced
163
Closed
48
Calls
$91M
Puts
$24.4M
Net Calls
+$66.6M
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
51
Hardman Johnston Global Advisors
Connecticut
$24.6M +$4.15M +48,999 +21%
HCM
52
Hahn Capital Management
California
$24.5M -$1.42M -16,808 -6%
PAS
53
Point72 Asia (Singapore)
Singapore
$24.3M +$15.4M +182,056 +182%
SI
54
Scout Investments
Missouri
$23.6M -$7.04M -83,235 -23%
BIM
55
BlackRock Investment Management
Delaware
$23.6M -$523K -6,184 -2%
UBS AM
56
UBS AM
Illinois
$22.3M -$589K -6,964 -3%
Morgan Stanley
57
Morgan Stanley
New York
$21.1M +$6.73M +79,516 +48%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$20.8M -$1.09M -12,900 -5%
DC
59
Davenport & Co
Virginia
$20.7M -$838K -9,904 -4%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$20.6M -$525K -6,200 -3%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$20.5M -$39M -461,297 -66%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$20.4M +$228K +2,694 +1%
FCM
63
Frontier Capital Management
Massachusetts
$19.8M -$189K -2,231 -1%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$19.4M +$12.2K +144 +0.1%
Allianz Asset Management
65
Allianz Asset Management
Germany
$18.6M +$9.51M +112,425 +108%
AQR Capital Management
66
AQR Capital Management
Connecticut
$18.1M +$13.9M +164,268 +361%
AllianceBernstein
67
AllianceBernstein
Tennessee
$18M +$259K +3,059 +1%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$17.6M +$313K +3,700 +2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$17.2M +$1.85M +21,899 +12%
Asset Management One
70
Asset Management One
Japan
$16.6M +$14.8M +174,311 +924%
First Trust Advisors
71
First Trust Advisors
Illinois
$16.6M +$7.78M +91,891 +91%
Teacher Retirement System of Texas
72
Teacher Retirement System of Texas
Texas
$16.2M +$9.4M +111,099 +144%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.2M +$1.69M +19,929 +13%
FA
74
Friess Associates
Delaware
$15.6M +$15.4M +181,550 New
SFM
75
Systematic Financial Management
New Jersey
$15.6M -$16.5M -195,152 -52%

ALB Hedge Fund Activity: Q4 2016 in Review

444 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q4 2016, worth a combined $8.27B — up 2.3% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ALB positions and 48 closed out — a net gain of 25 holders — while 156 added to existing stakes and 163 trimmed.

The largest buyer was Jennison Associates, adding an estimated $73.2M. The largest seller was Fidelity Investments, cutting an estimated $64.3M.

  • 444 institutional investors held Albemarle (ALB) as of Q4 2016, up from 429 in Q3 2016.
  • Funds reported $8.27B of Albemarle stock for Q4 2016, up 2.3% quarter-over-quarter.
  • 73 funds opened new Albemarle positions in Q4 2016 and 48 closed out, a net change of +25 holders.
  • The largest Albemarle buyer in Q4 2016 was Jennison Associates, an estimated $73.2M added.
  • The largest Albemarle seller in Q4 2016 was Fidelity Investments, an estimated $64.3M sold.

Based on aggregated 13F filings for Q4 2016.