We are live on ! Find out more
BABA icon

Alibaba

689 hedge funds and large institutions have $43.8B invested in Alibaba in 2014 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 231 increasing their positions, 134 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 294 | Existing positions closed: 89

72% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 134

39% more funds holding

Funds holding: 495689 (+194)

30% more funds holding in top 10

Funds holding in top 10: 6078 (+18)

24% more capital invested

Capital invested by funds: $35.4B → $43.8B (+$8.45B)

1.02% more ownership

Funds ownership: 16.17%17.19% (+1%)

20% less call options, than puts

Call options by funds: $2.85B | Put options by funds: $3.55B

Holders
689
Holders Change
+194
Holders Change %
+39.19%
% of All Funds
18.37%
Holding in Top 10
78
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+30%
% of All Funds
2.08%
New
294
Increased
231
Reduced
134
Closed
89
Calls
$2.85B
Puts
$3.55B
Net Calls
-$704M
Net Calls Change
-$534M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$11.3K +110 +14%
Bessemer Group
602
Bessemer Group
New Jersey
$95K +$71.8K +700 +324%
SIA
603
SeaBridge Investment Advisors
New Jersey
$95K +$93.4K +910 New
WTB
604
Washington Trust Bank
Washington
$85K +$83.4K +813 New
CPIG
605
Chicago Partners Investment Group
Illinois
$62K +$61.6K +600 New
NSIM
606
North Star Investment Management
Illinois
$57K +$56.5K +550 New
KTC
607
Kistler-Tiffany Companies
Pennsylvania
$54K +$7.29K +71 +16%
CFN
608
Cordasco Financial Network
Florida
$52K
BCM
609
Blume Capital Management
California
$52K +$10.3K +100 +25%
CCS
610
Crosspoint Capital Strategies
California
$52K +$51.3K +500 New
OSNBOA
611
Old Second National Bank of Aurora
Illinois
$52K +$51.3K +500 New
PSC
612
Prentiss Smith & Co
Vermont
$52K +$51.3K +500 New
SFWA
613
Summit Financial Wealth Advisors
Louisiana
$52K +$51.3K +500 New
VIA
614
Vantage Investment Advisors
Pennsylvania
$52K +$51.3K +500 New
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$52K +$51.3K +500 New
CFA
616
Camarda Financial Advisors
Florida
$49K -$16K -156 -25%
SC
617
Saturna Capital
Washington
$45K +$44.2K +431 New
BRWA
618
B. Riley Wealth Advisors
Florida
$44.7K +$5.15M +50,175 New
VC
619
Vestor Capital
Illinois
$44K +$43.4K +423 New
GWS
620
Glassman Wealth Services
Virginia
$44K +$43.6K +425 New
Toronto Dominion Bank
621
Toronto Dominion Bank
Ontario, Canada
$42K +$41.1K +400 New
UFA
622
US Financial Advisors
Massachusetts
$42K +$41.1K +400 New
AWM
623
AllSquare Wealth Management
New York
$41K +$40K +390 New
HCM
624
Horrell Capital Management
Arkansas
$38K +$37.5K +365 New
TCOV
625
Trust Company of Vermont
Vermont
$38K +$37.5K +365 New

BABA Hedge Fund Activity: Q4 2014 in Review

689 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q4 2014, worth a combined $43.8B — up 24% from $35.4B a quarter earlier.

Buyers outnumbered sellers: 294 funds opened new BABA positions and 89 closed out — a net gain of 205 holders — while 231 added to existing stakes and 134 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $1.33B. The largest seller was Viking Global Investors, cutting an estimated $788M.

  • 689 institutional investors held Alibaba (BABA) as of Q4 2014, up from 495 in Q3 2014.
  • Funds reported $43.8B of Alibaba stock for Q4 2014, up 24% quarter-over-quarter.
  • 294 funds opened new Alibaba positions in Q4 2014 and 89 closed out, a net change of +205 holders.
  • The largest Alibaba buyer in Q4 2014 was Sands Capital Management, an estimated $1.33B added.
  • The largest Alibaba seller in Q4 2014 was Viking Global Investors, an estimated $788M sold.

Based on aggregated 13F filings for Q4 2014.