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Alibaba

891 hedge funds and large institutions have $96.7B invested in Alibaba in 2017 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 376 increasing their positions, 243 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

55% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 243

28% more capital invested

Capital invested by funds: $75.6B → $96.7B (+$21.1B)

28% more funds holding in top 10

Funds holding in top 10: 115147 (+32)

9% more funds holding

Funds holding: 816891 (+75)

1.46% more ownership

Funds ownership: 35.45%36.9% (+1.5%)

29% less call options, than puts

Call options by funds: $3.06B | Put options by funds: $4.3B

Holders
891
Holders Change
+75
Holders Change %
+9.19%
% of All Funds
22.18%
Holding in Top 10
147
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+27.83%
% of All Funds
3.66%
New
148
Increased
376
Reduced
243
Closed
60
Calls
$3.06B
Puts
$4.3B
Net Calls
-$1.24B
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
Schnieders Capital Management
California
$323K +$30.5K +300 +11%
KB
702
Kimelman & Baird
New York
$323K +$50.9K +500 +20%
BA
703
Bristol Advisors
Pennsylvania
$323K +$305K +3,000 New
WAM
704
Wealthspire Advisors (Maryland)
Maryland
$320K -$91.8K -902 -23%
MC
705
Moors & Cabot
Massachusetts
$320K -$67.9K -667 -18%
GT
706
Greenleaf Trust
Michigan
$307K +$290K +2,851 New
BC
707
Burney Company
Virginia
$304K -$4.38K -43 -2%
CCM
708
Canal Capital Management
Virginia
$304K +$287K +2,816 New
IAA
709
Independent Advisor Alliance
North Carolina
$303K +$34.2K +336 +14%
BRC
710
Bell Rock Capital
Delaware
$302K -$43.8K -430 -13%
CSA
711
Cottage Street Advisors
Massachusetts
$302K
PAA
712
Peregrine Asset Advisers
Oregon
$297K
GAMA
713
Graticule Asia Macro Advisors
New York
$295K +$279K +2,739 New
GC
714
Gratry & Company
Ohio
$294K +$24.4K +240 +10%
BCP
715
Berkeley Capital Partners
Georgia
$291K -$25.3K -249 -8%
SFG
716
SevenBridge Financial Group
Pennsylvania
$289K +$229K +2,250 +563%
FTIOP
717
Fiduciary Trust International of Pennsylvania
Pennsylvania
$280K +$264K +2,595 New
WSTAM
718
Wilbanks Smith & Thomas Asset Management
Virginia
$276K +$2.34K +23 +0.9%
IWA
719
Intercontinental Wealth Advisors
Texas
$275K +$21.4K +210 +9%
BWP
720
Baldwin Wealth Partners
Massachusetts
$272K -$10.2K -100 -4%
CS
721
Comerica Securities
Michigan
$272K +$4.78K +47 +2%
CL
722
CPWM LLC
Washington
$272K +$257K +2,524 New
BL
723
BFSG LLC
California
$271K +$256K +2,511 New
EP
724
Edinburgh Partners
United Kingdom
$270K
CC
725
Colrain Capital
Massachusetts
$270K +$254K +2,500 New

BABA Hedge Fund Activity: Q1 2017 in Review

891 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2017, worth a combined $96.7B — up 28% from $75.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BABA positions and 60 closed out — a net gain of 88 holders — while 376 added to existing stakes and 243 trimmed.

The largest buyer was BlackRock, adding an estimated $5.58B. The largest seller was Capital Research Global Investors, cutting an estimated $760M.

  • 891 institutional investors held Alibaba (BABA) as of Q1 2017, up from 816 in Q4 2016.
  • Funds reported $96.7B of Alibaba stock for Q1 2017, up 28% quarter-over-quarter.
  • 148 funds opened new Alibaba positions in Q1 2017 and 60 closed out, a net change of +88 holders.
  • The largest Alibaba buyer in Q1 2017 was BlackRock, an estimated $5.58B added.
  • The largest Alibaba seller in Q1 2017 was Capital Research Global Investors, an estimated $760M sold.

Based on aggregated 13F filings for Q1 2017.