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Albemarle

406 hedge funds and large institutions have $8.02B invested in Albemarle in 2016 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 135 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

484% more call options, than puts

Call options by funds: $222M | Put options by funds: $37.9M

230% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 30

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

19% more funds holding

Funds holding: 341406 (+65)

19% more capital invested

Capital invested by funds: $6.76B → $8.02B (+$1.26B)

7% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 126

4.88% less ownership

Funds ownership: 95%90.12% (-4.9%)

Holders
406
Holders Change
+65
Holders Change %
+19.06%
% of All Funds
10.83%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
99
Increased
135
Reduced
126
Closed
30
Calls
$222M
Puts
$37.9M
Net Calls
+$184M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$854M +$132M +1,795,733 +20%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$690M +$17M +231,955 +3%
Franklin Resources
3
Franklin Resources
California
$656M -$1.2M -16,410 -0.2%
State Street
4
State Street
Massachusetts
$478M +$37M +504,118 +9%
Capital Research Global Investors
5
Capital Research Global Investors
California
$360M -$590M -8,032,341 -64%
BIT
6
BlackRock Institutional Trust
California
$239M -$22.3M -303,774 -9%
IAM
7
Iridian Asset Management
Connecticut
$198M -$168K -2,294 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$184M -$26.9M -366,268 -14%
TCIM
9
TIAA CREF Investment Management
New York
$173M -$85M -1,157,307 -35%
BG
10
BlackRock Group
United Kingdom
$150M -$2.32M -31,590 -2%
BFA
11
BlackRock Fund Advisors
California
$147M -$136M -1,858,375 -50%
Macquarie Group
12
Macquarie Group
Australia
$144M +$67.2M +914,913 +101%
O
13
OppenheimerFunds
New York
$121M -$25.4M -345,363 -19%
ECU
14
Egerton Capital (UK)
United Kingdom
$119M +$110M +1,495,236 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$108M +$11M +150,370 +12%
Deutsche Bank
16
Deutsche Bank
Germany
$103M +$11.5M +156,047 +14%
Jennison Associates
17
Jennison Associates
New York
$103M +$95.5M +1,300,973 New
TA
18
Teachers Advisors
New York
$101M -$26.8M -365,310 -22%
Northern Trust
19
Northern Trust
Illinois
$99M +$18.7M +255,247 +26%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$94.9M -$7.1M -96,766 -7%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$88M -$14.9M -203,323 -15%
BCPEM
22
Bain Capital Public Equity Management
Massachusetts
$82.5M +$76.4M +1,040,776 New
Bank of America
23
Bank of America
North Carolina
$81.7M -$6.22M -84,736 -8%
ABC
24
Anchor Bolt Capital
Illinois
$79.3M +$28.2M +383,564 +62%
Norges Bank
25
Norges Bank
Norway
$75.8M +$945K +12,870 +1%

ALB Hedge Fund Activity: Q2 2016 in Review

406 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q2 2016, worth a combined $8.02B — up 19% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ALB positions and 30 closed out — a net gain of 69 holders — while 135 added to existing stakes and 126 trimmed.

The largest buyer was Vanguard Group, adding an estimated $132M. The largest seller was Capital Research Global Investors, cutting an estimated $590M.

  • 406 institutional investors held Albemarle (ALB) as of Q2 2016, up from 341 in Q1 2016.
  • Funds reported $8.02B of Albemarle stock for Q2 2016, up 19% quarter-over-quarter.
  • 99 funds opened new Albemarle positions in Q2 2016 and 30 closed out, a net change of +69 holders.
  • The largest Albemarle buyer in Q2 2016 was Vanguard Group, an estimated $132M added.
  • The largest Albemarle seller in Q2 2016 was Capital Research Global Investors, an estimated $590M sold.

Based on aggregated 13F filings for Q2 2016.