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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
RIA
626
Regal Investment Advisors
Michigan
$36K +$20.5K +200 +133%
RMAM
627
Raab & Moskowitz Asset Management
New Jersey
$36K +$35.6K +347 New
SIA
628
Stancorp Investment Advisers
Oregon
$34K +$33.9K +330 New
PFG
629
Pacific Financial Group
Washington
$32K +$32K +312 New
MAM
630
Mizuho Asset Management
Japan
$31K +$30.8K +300 New
ST
631
Sphinx Trading
Illinois
$31K +$30.8K +300 New
JFA
632
JNBA Financial Advisors
Minnesota
$29K +$12.8K +125 +83%
HPBT
633
High Point Bank & Trust
North Carolina
$26K -$15.4K -150 -38%
HR
634
Howe & Rusling
New York
$26K
TF
635
Tompkins Financial
New York
$26K +$25.6K +249 New
CBT
636
Central Bank & Trust
Kentucky
$26K +$25.7K +250 New
FCCM
637
First City Capital Management
Georgia
$23.4K +$19K +185 +463%
WA
638
WealthTrust-Arizona
Arizona
$23K -$103 -1 -0.4%
WA
639
Waverly Advisors
Alabama
$23K
HNB
640
Huntington National Bank
Ohio
$23K +$22.1K +215 New
CHP
641
Cable Hill Partners
Oregon
$23K +$22.6K +220 New
TCM
642
Tradewinds Capital Management
Washington
$21K -$37.5K -365 -64%
FM
643
Forward Management
California
$21K -$30.8K -300 -60%
EMA
644
Efficient Market Advisors
California
$21K
WF
645
WealthTrust Fairport
Ohio
$21K
FMP
646
Financial Management Professionals
Texas
$21K +$10.3K +100 +100%
CPA
647
Cowen Prime Advisors
New York
$21K +$20.5K +200 New
EWM
648
Evercore Wealth Management
New York
$21K +$20.5K +200 New
SAM
649
Shamrock Asset Management
Texas
$21K +$20.5K +200 New
CG
650
Colony Group
Massachusetts
$20K +$308 +3 +2%

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.