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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
AWM
1001
Abound Wealth Management
Tennessee
$2.43K
DI
1002
Disciplined Investments
Oklahoma
$2.21K
MBFW
1003
Morton Brown Family Wealth
Pennsylvania
$2.21K +$2.46K +10 New
CAM
1004
ClariVest Asset Management
California
$2K
PVH
1005
Psagot Value Holdings
Israel
$2K +$1.73K +7 New
TCA
1006
Trifecta Capital Advisors
Illinois
$1.77K
UFF
1007
USA Financial Formulas
Michigan
$1.77K +$1.97K +8 New
MA
1008
MCF Advisors
Kentucky
$1.55K
NC
1009
NewSquare Capital
Pennsylvania
$1.55K
TWD
1010
True Wealth Design
Ohio
$1.33K +$986 +4 +200%
TJHA
1011
Thomas J. Herzfeld Advisors
Florida
$1.33K
RTL
1012
Red Tortoise LLC
Georgia
$1.33K +$1.48K +6 New
NSG
1013
Nalls Sherbakoff Group
Tennessee
$1.14K +$1.23K +5 New
GFWA
1014
Grey Fox Wealth Advisors
Delaware
$1.11K -$2.71K -11 -69%
CTA
1015
Colonial Trust Advisors
South Carolina
$1.1K -$246 -1 -17%
AW
1016
Avion Wealth
Texas
$1K
CBT
1017
Central Bank & Trust
Kentucky
$663 +$739 +3 New
BWL
1018
Bogart Wealth LLC
Virginia
$442
FGAM
1019
Financial Gravity Asset Management
Texas
$372 +$986 +4 +2%
ECM
1020
Everence Capital Management
Indiana
$294 -$4.93K -20 -1%
FSWA
1021
Financial Synergies Wealth Advisors
Texas
$222
TWP
1022
TFO Wealth Partners
Ohio
$221 -$2.22K -9 -90%
HWM
1023
HighMark Wealth Management
Minnesota
$131
SFCL
1024
Strengthening Families & Communities LLC
Massachusetts
$12 -$2.46K -10 -16%
Viking Global Investors
1025
Viking Global Investors
Connecticut
-$73.2M -337,339 Closed

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.