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Albemarle

883 hedge funds and large institutions have $20B invested in Albemarle in 2022 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 319 increasing their positions, 304 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 82

3% more funds holding

Funds holding: 857883 (+26)

5% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 304

5% less capital invested

Capital invested by funds: $20.9B → $20B (-$953M)

1.52% less ownership

Funds ownership: 83.67%82.15% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

50% less call options, than puts

Call options by funds: $385M | Put options by funds: $777M

Holders
883
Holders Change
+26
Holders Change %
+3.03%
% of All Funds
14.88%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.39%
New
123
Increased
319
Reduced
304
Closed
82
Calls
$385M
Puts
$777M
Net Calls
-$392M
Net Calls Change
-$282M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
801
Key Financial Inc
Pennsylvania
$19K
EWM
802
Evermay Wealth Management
Virginia
$18K
LF
803
Lee Financial
Texas
$18K +$16.7K +75 +682%
CP
804
Castleview Partners
Texas
$17.6K +$34.6K +155 New
IAS
805
IMA Advisory Services
Colorado
$17K -$6.69K -30 -27%
JFA
806
JNBA Financial Advisors
Minnesota
$17K -$1.11K -5 -6%
PA
807
PSI Advisors
Florida
$17K +$14.3K +64 +400%
DWMG
808
DB Wealth Management Group
California
$16K +$17K +76 New
FPFS
809
First Personal Financial Services
North Carolina
$15K -$1.11K -5 -7%
WAS
810
Winch Advisory Services
Wisconsin
$15K
EW
811
Evoke Wealth
California
$15K +$669 +3 +4%
JWA
812
JFS Wealth Advisors
Pennsylvania
$15K +$9.59K +43 +139%
SWA
813
Sutton Wealth Advisors
Florida
$14.6K +$2.45K +11 +19%
Cohen & Steers
814
Cohen & Steers
New York
$14K -$4.06M -18,195 -100%
SOW
815
State of Wyoming
Wyoming
$14K +$15.4K +69 New
HCP
816
Hexagon Capital Partners
Arkansas
$13K
MIM
817
Macroview Investment Management
Maryland
$13K +$13.6K +61 New
CWC
818
Carolinas Wealth Consulting
North Carolina
$12K
TFM
819
TFC Financial Management
Massachusetts
$12K +$446 +2 +4%
RG
820
Retirement Group
California
$12K +$14.5K +65 +100%
HS
821
Horan Securities
United States
$11K
ZB
822
Zions Bancorporation
Utah
$11K +$4.02K +18 +55%
CWP
823
Concord Wealth Partners
Virginia
$10K -$51.5K -231 -83%
AssetMark Inc
824
AssetMark Inc
California
$10K -$1.34K -6 -11%
CWM
825
CarsonAllaria Wealth Management
Illinois
$10K

ALB Hedge Fund Activity: Q2 2022 in Review

883 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q2 2022, worth a combined $20B — down 4.6% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ALB positions and 82 closed out — a net gain of 41 holders — while 319 added to existing stakes and 304 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $741M. The largest seller was CFS Investment Advisory Services, cutting an estimated $726M.

  • 883 institutional investors held Albemarle (ALB) as of Q2 2022, up from 857 in Q1 2022.
  • Funds reported $20B of Albemarle stock for Q2 2022, down 4.6% quarter-over-quarter.
  • 123 funds opened new Albemarle positions in Q2 2022 and 82 closed out, a net change of +41 holders.
  • The largest Albemarle buyer in Q2 2022 was Capital International Investors, an estimated $741M added.
  • The largest Albemarle seller in Q2 2022 was CFS Investment Advisory Services, an estimated $726M sold.

Based on aggregated 13F filings for Q2 2022.