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Albemarle

1,024 hedge funds and large institutions have $22.7B invested in Albemarle in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 429 increasing their positions, 318 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 318

27% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 97

6% more capital invested

Capital invested by funds: $21.3B → $22.7B (+$1.36B)

3% more ownership

Funds ownership: 84.82%87.82% (+3%)

0% more funds holding

Funds holding: 1,0201,024 (+4)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

56% less call options, than puts

Call options by funds: $758M | Put options by funds: $1.74B

Holders
1,024
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
16.32%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.22%
New
123
Increased
429
Reduced
318
Closed
97
Calls
$758M
Puts
$1.74B
Net Calls
-$979M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
851
Salem Investment Counselors
North Carolina
$126K +$4.93K +20 +4%
AIM
852
Anchor Investment Management
South Carolina
$124K -$81.3K -330 -37%
WT
853
Whittier Trust
California
$122K
AAS
854
Ameritas Advisory Services
Nebraska
$119K -$121K -491 -44%
NSIM
855
North Star Investment Management
Illinois
$118K +$129K +525 +7,500%
SS
856
Sunbelt Securities
Texas
$117K +$130K +526 New
AAP
857
Arax Advisory Partners
Colorado
$112K +$986 +4 +0.8%
GFPC
858
Global Financial Private Client
Florida
$111K
CIA
859
Cape Investment Advisory
Georgia
$110K +$122K +497 New
MA
860
Montag & Associates
Georgia
$109K
PA
861
Parallel Advisors
California
$105K -$22.9K -93 -16%
MFG
862
Mendota Financial Group
Wisconsin
$99.1K +$4.93K +20 +5%
BCM
863
Blume Capital Management
California
$98.4K
FMP
864
Financial Management Professionals
Texas
$95K -$85.7K -348 -45%
PTC
865
Private Trust Company
Ohio
$90.8K +$739 +3 +0.7%
SOW
866
State of Wyoming
Wyoming
$90.4K +$3.45K +14 +4%
AA
867
Alta Advisers
United Kingdom
$88.4K
CMF
868
Counterpoint Mutual Funds
California
$84K +$93.6K +380 New
OLVIG
869
Oliver Lagore Vanvalin Investment Group
Michigan
$83.3K +$92.9K +377 New
WIM
870
Westside Investment Management
California
$81.8K +$54.2K +220 +147%
AI
871
AXS Investments
New York
$74.9K -$10.6K -43 -11%
FFA
872
Farther Finance Advisors
California
$73.8K -$6.65K -27 -7%
TCOV
873
Trust Company of Vermont
Vermont
$73.8K
GTAM
874
Global Trust Asset Management
Florida
$71.8K -$8.62K -35 -10%
BWP
875
Baldwin Wealth Partners
Massachusetts
$71.8K

ALB Hedge Fund Activity: Q1 2023 in Review

1,024 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q1 2023, worth a combined $22.7B — up 6.4% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ALB positions and 97 closed out — a net gain of 26 holders — while 429 added to existing stakes and 318 trimmed.

The largest buyer was Capital International Investors, adding an estimated $442M. The largest seller was VOYA Investment Management, cutting an estimated $253M.

  • 1,024 institutional investors held Albemarle (ALB) as of Q1 2023, up from 1,020 in Q4 2022.
  • Funds reported $22.7B of Albemarle stock for Q1 2023, up 6.4% quarter-over-quarter.
  • 123 funds opened new Albemarle positions in Q1 2023 and 97 closed out, a net change of +26 holders.
  • The largest Albemarle buyer in Q1 2023 was Capital International Investors, an estimated $442M added.
  • The largest Albemarle seller in Q1 2023 was VOYA Investment Management, an estimated $253M sold.

Based on aggregated 13F filings for Q1 2023.