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Albemarle

533 hedge funds and large institutions have $9.87B invested in Albemarle in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 206 increasing their positions, 196 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

7% more funds holding

Funds holding: 500533 (+33)

5% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 196

2% less capital invested

Capital invested by funds: $10.1B → $9.87B (-$228M)

1.95% less ownership

Funds ownership: 86.36%84.41% (-2%)

37% less call options, than puts

Call options by funds: $55.3M | Put options by funds: $88.2M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
533
Holders Change
+33
Holders Change %
+6.6%
% of All Funds
13.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
71
Increased
206
Reduced
196
Closed
36
Calls
$55.3M
Puts
$88.2M
Net Calls
-$32.9M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B +$23.2M +213,530 +2%
Franklin Resources
2
Franklin Resources
California
$873M +$599K +5,509 +0.1%
BlackRock
3
BlackRock
New York
$845M -$32.9M -302,836 -4%
Jennison Associates
4
Jennison Associates
New York
$678M +$74.9M +689,054 +12%
State Street
5
State Street
Massachusetts
$634M -$37.9M -348,789 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$222M -$17.9M -165,031 -7%
IAM
7
Iridian Asset Management
Connecticut
$187M -$40.4M -371,060 -17%
TCIM
8
TIAA CREF Investment Management
New York
$175M +$73.9M +679,453 +69%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$139M -$6.27M -57,630 -4%
Ameriprise
10
Ameriprise
Minnesota
$139M -$47.9M -440,733 -25%
Bank of America
11
Bank of America
North Carolina
$139M +$10.9M +99,859 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$134M -$15.3M -140,864 -10%
Northern Trust
13
Northern Trust
Illinois
$127M -$4.75M -43,705 -3%
TA
14
Teachers Advisors
New York
$126M +$42.4M +389,666 +49%
LPC
15
Lone Pine Capital
Connecticut
$122M -$88.6M -814,315 -41%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$117M -$5.04M -46,306 -4%
Deutsche Bank
17
Deutsche Bank
Germany
$116M -$15.2M -139,914 -11%
PI
18
Putnam Investments
Massachusetts
$115M -$19.3M -177,430 -14%
Norges Bank
19
Norges Bank
Norway
$104M +$7.95M +73,074 +8%
Morgan Stanley
20
Morgan Stanley
New York
$89.4M +$56.1M +515,605 +156%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$86.2M +$80M +735,956 +908%
Capital Research Global Investors
22
Capital Research Global Investors
California
$83.6M -$233M -2,138,697 -73%
O
23
OppenheimerFunds
New York
$80.9M -$3.24M -29,821 -4%
WHG
24
Westwood Holdings Group
Texas
$78.3M -$7.27M -66,887 -8%
AII
25
AGF Investments Inc
Ontario, Canada
$77.6M -$1.43M -13,169 -2%

ALB Hedge Fund Activity: Q2 2017 in Review

533 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q2 2017, worth a combined $9.87B — down 2.3% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new ALB positions and 36 closed out — a net gain of 35 holders — while 206 added to existing stakes and 196 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $80M. The largest seller was Capital Research Global Investors, cutting an estimated $233M.

  • 533 institutional investors held Albemarle (ALB) as of Q2 2017, up from 500 in Q1 2017.
  • Funds reported $9.87B of Albemarle stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 71 funds opened new Albemarle positions in Q2 2017 and 36 closed out, a net change of +35 holders.
  • The largest Albemarle buyer in Q2 2017 was Janus Henderson Group, an estimated $80M added.
  • The largest Albemarle seller in Q2 2017 was Capital Research Global Investors, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2017.