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Albemarle

500 hedge funds and large institutions have $10.1B invested in Albemarle in 2017 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 162 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

22% more capital invested

Capital invested by funds: $8.27B → $10.1B (+$1.82B)

13% more funds holding

Funds holding: 444500 (+56)

0.91% more ownership

Funds ownership: 85.45%86.36% (+0.91%)

9% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 179

35% less call options, than puts

Call options by funds: $87.3M | Put options by funds: $134M

Holders
500
Holders Change
+56
Holders Change %
+12.61%
% of All Funds
12.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
103
Increased
162
Reduced
179
Closed
39
Calls
$87.3M
Puts
$134M
Net Calls
-$47.2M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$70.6M +725,702 +6%
BlackRock
2
BlackRock
New York
$878M +$781M +8,024,668 +2,805%
Franklin Resources
3
Franklin Resources
California
$873M +$448K +4,608 +0.1%
State Street
4
State Street
Massachusetts
$672M +$2.98M +30,662 +0.5%
Jennison Associates
5
Jennison Associates
New York
$606M +$70M +719,266 +14%
Capital Research Global Investors
6
Capital Research Global Investors
California
$310M -$118M -1,212,231 -29%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$240M +$8.19M +84,189 +4%
IAM
8
Iridian Asset Management
Connecticut
$226M +$5.92M +60,865 +3%
LPC
9
Lone Pine Capital
Connecticut
$208M +$192M +1,972,767 New
Ameriprise
10
Ameriprise
Minnesota
$186M -$21M -215,402 -11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$149M -$2.88M -29,632 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$145M -$489K -5,022 -0.4%
PI
13
Putnam Investments
Massachusetts
$134M +$2.94M +30,224 +2%
Northern Trust
14
Northern Trust
Illinois
$132M +$1.88M +19,326 +2%
Deutsche Bank
15
Deutsche Bank
Germany
$131M +$20.4M +209,714 +20%
Bank of America
16
Bank of America
North Carolina
$129M +$4.18M +42,961 +4%
JHIU
17
Janus Henderson Investors US
Colorado
$126M -$14.5M -149,070 -11%
ECU
18
Egerton Capital (UK)
United Kingdom
$124M -$52.5M -539,495 -32%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$122M +$10.5M +108,286 +10%
CCI
20
Columbus Circle Investors
$117M +$9.81M +100,823 +10%
TCIM
21
TIAA CREF Investment Management
New York
$104M -$69.4M -713,119 -42%
Norges Bank
22
Norges Bank
Norway
$96.3M +$1.24M +12,774 +1%
WHG
23
Westwood Holdings Group
Texas
$85.4M -$5.02M -51,594 -6%
TA
24
Teachers Advisors
New York
$84.5M -$26.8M -275,090 -26%
O
25
OppenheimerFunds
New York
$84.1M -$4.78M -49,141 -6%

ALB Hedge Fund Activity: Q1 2017 in Review

500 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q1 2017, worth a combined $10.1B — up 22% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ALB positions and 39 closed out — a net gain of 64 holders — while 162 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $781M. The largest seller was Capital Research Global Investors, cutting an estimated $118M.

  • 500 institutional investors held Albemarle (ALB) as of Q1 2017, up from 444 in Q4 2016.
  • Funds reported $10.1B of Albemarle stock for Q1 2017, up 22% quarter-over-quarter.
  • 103 funds opened new Albemarle positions in Q1 2017 and 39 closed out, a net change of +64 holders.
  • The largest Albemarle buyer in Q1 2017 was BlackRock, an estimated $781M added.
  • The largest Albemarle seller in Q1 2017 was Capital Research Global Investors, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2017.