Albemarle
795 hedge funds and large institutions have $20.3B invested in Albemarle in 2021 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 246 increasing their positions, 289 reducing their positions, and 42 closing their positions.
219% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 42
83% more funds holding in top 10
Funds holding in top 10: 12 → 22 (+10)
25% more capital invested
Capital invested by funds: $16.2B → $20.3B (+$4.11B)
11% more funds holding
Funds holding: 716 → 795 (+79)
1.9% less ownership
Funds ownership: 82.49% → 80.59% (-1.9%)
15% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 289
37% less call options, than puts
Call options by funds: $404M | Put options by funds: $642M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
+$141M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$112M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$104M |
| 4 |
DVF
Discovery Value Fund
Singapore
|
+$98.4M |
| 5 |
HCS
Himension Capital (Singapore)
Singapore
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$372M |
| 2 |
BlackRock
New York
|
-$147M |
| 3 |
Primecap Management
Pasadena,
California
|
-$140M |
| 4 |
Bank of New York Mellon
New York
|
-$82.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$62.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGWM
826
Parisi Gray Wealth Management
Mendham,
New Jersey
| – | -$114K | -676 | Closed |
|
|
TI
827
tru Independence
Portland,
Oregon
| – | -$64K | -381 | Closed |
|
|
SB
828
Strategic Blueprint
Atlanta,
Georgia
| – | -$34K | -200 | Closed |
|
|
AF
829
Advisornet Financial
Minnetonka,
Minnesota
| – | -$32K | -191 | Closed |
|
830
AssetMark Inc
Concord,
California
| – | -$27K | -161 | Closed |
|
831
Capstone Investment Advisors
New York
| – | -$24.3K | -114 | Closed |
|
|
TCOV
832
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$18K | -108 | Closed |
|
|
CFO
833
CVA Family Office
Denver,
Colorado
| – | -$14K | -85 | Closed |
|
|
APC
834
Aspire Private Capital
Cornelius,
North Carolina
| – | -$14K | -81 | Closed |
|
|
TAM
835
Tucker Asset Management
Littleton,
Colorado
| – | -$5.22K | -31 | Closed |
|
|
EFSCE
836
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$4K | -21 | Closed |
|
|
BWM
837
Baystate Wealth Management
Boston,
Massachusetts
| – | -$1.5K | -7 | Closed |
|
|
SFO
838
Standard Family Office
Sioux Falls,
South Dakota
| – | -$1K | -7 | Closed |
|
ALB Hedge Fund Activity: Q3 2021 in Review
795 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q3 2021, worth a combined $20.3B — up 25% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new ALB positions and 42 closed out — a net gain of 92 holders — while 246 added to existing stakes and 289 trimmed.
The largest buyer was Marshall Wace Asia, opening a new position worth an estimated $141M. The largest seller was Franklin Resources, cutting an estimated $372M.
- 795 institutional investors held Albemarle (ALB) as of Q3 2021, up from 716 in Q2 2021.
- Funds reported $20.3B of Albemarle stock for Q3 2021, up 25% quarter-over-quarter.
- 134 funds opened new Albemarle positions in Q3 2021 and 42 closed out, a net change of +92 holders.
- The largest Albemarle buyer in Q3 2021 was Marshall Wace Asia, an estimated $141M added.
- The largest Albemarle seller in Q3 2021 was Franklin Resources, an estimated $372M sold.
Based on aggregated 13F filings for Q3 2021.