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Albemarle

563 hedge funds and large institutions have $7.01B invested in Albemarle in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 172 increasing their positions, 215 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

81% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 58

7% more funds holding

Funds holding: 528563 (+35)

2% more capital invested

Capital invested by funds: $6.86B → $7.01B (+$150M)

6% less call options, than puts

Call options by funds: $127M | Put options by funds: $135M

2.62% less ownership

Funds ownership: 93.11%90.49% (-2.6%)

20% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 215

Holders
563
Holders Change
+35
Holders Change %
+6.63%
% of All Funds
11.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
105
Increased
172
Reduced
215
Closed
58
Calls
$127M
Puts
$135M
Net Calls
-$8.07M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$941M +$6.37M +95,426 +0.7%
Franklin Resources
2
Franklin Resources
California
$683M -$13.6M -203,646 -2%
BlackRock
3
BlackRock
New York
$642M +$17.1M +256,433 +3%
State Street
4
State Street
Massachusetts
$548M +$14.2M +213,238 +3%
Primecap Management
5
Primecap Management
California
$423M -$4.79M -71,750 -1%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$324M +$10.6M +158,215 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$180M +$13.7M +205,923 +9%
SCM
8
Shapiro Capital Management
Georgia
$178M +$162M +2,431,075 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$122M +$4.1M +61,418 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$122M +$2.08M +31,152 +2%
Bank of America
11
Bank of America
North Carolina
$116M -$47.4M -710,333 -31%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$95.7M +$1.23M +18,359 +1%
Northern Trust
13
Northern Trust
Illinois
$89.1M +$42.7K +639 +0.1%
Invesco
14
Invesco
Georgia
$88.1M +$7.02M +105,087 +10%
PRO
15
Pensioenfonds Rail & OV
Netherlands
$81.4M +$2.51M +37,597 +4%
Goldman Sachs
16
Goldman Sachs
New York
$69.6M +$61.4K +919 +0.1%
Norges Bank
17
Norges Bank
Norway
$63.5M -$4.67M -70,000 -7%
AAMU
18
AEGON Asset Management (UK)
United Kingdom
$53.3M +$4.96M +74,350 +11%
Charles Schwab
19
Charles Schwab
California
$52.4M +$1.35M +20,234 +3%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$51.9M -$4.35M -65,212 -8%
Legal & General Group
21
Legal & General Group
United Kingdom
$50.6M +$1.52M +22,703 +3%
Ameriprise
22
Ameriprise
Minnesota
$48M -$95M -1,422,382 -68%
EAM
23
Eagle Asset Management
Florida
$46.9M +$18.2M +272,809 +74%
US Bancorp
24
US Bancorp
Minnesota
$44.9M -$7.86M -117,700 -16%
WHG
25
Westwood Holdings Group
Texas
$44.1M +$8.84M +132,394 +28%

ALB Hedge Fund Activity: Q4 2019 in Review

563 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Albemarle (ALB) for Q4 2019, worth a combined $7.01B — up 2.2% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ALB positions and 58 closed out — a net gain of 47 holders — while 172 added to existing stakes and 215 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $162M. The largest seller was Principal Financial Group, cutting an estimated $152M.

  • 563 institutional investors held Albemarle (ALB) as of Q4 2019, up from 528 in Q3 2019.
  • Funds reported $7.01B of Albemarle stock for Q4 2019, up 2.2% quarter-over-quarter.
  • 105 funds opened new Albemarle positions in Q4 2019 and 58 closed out, a net change of +47 holders.
  • The largest Albemarle buyer in Q4 2019 was Shapiro Capital Management, an estimated $162M added.
  • The largest Albemarle seller in Q4 2019 was Principal Financial Group, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.