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Alibaba

1,095 hedge funds and large institutions have $169B invested in Alibaba in 2017 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 418 increasing their positions, 381 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 41

25% more capital invested

Capital invested by funds: $135B → $169B (+$33.8B)

12% more funds holding

Funds holding: 9771,095 (+118)

11% more call options, than puts

Call options by funds: $11.2B | Put options by funds: $10B

8% more funds holding in top 10

Funds holding in top 10: 207224 (+17)

10% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 381

0.74% more ownership

Funds ownership: 37.47%38.2% (+0.74%)

Holders
1,095
Holders Change
+118
Holders Change %
+12.08%
% of All Funds
27.3%
Holding in Top 10
224
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+8.21%
% of All Funds
5.58%
New
168
Increased
418
Reduced
381
Closed
41
Calls
$11.2B
Puts
$10B
Net Calls
+$1.14B
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
901
OneDigital Investment Advisors
Kansas
$293K -$42.8K -264 -13%
RIA
902
Regal Investment Advisors
Michigan
$293K +$275K +1,696 New
EA
903
Edge Advisors
Georgia
$292K
PP
904
Patten & Patten
Tennessee
$288K
MFW
905
Mosaic Family Wealth
Missouri
$285K -$32.4K -200 -11%
GW
906
GW & Wade
Massachusetts
$285K +$32.4K +200 +14%
RWP
907
RWA Wealth Partners
Massachusetts
$285K +$267K +1,648 New
Chevy Chase Trust
908
Chevy Chase Trust
Maryland
$285K +$267K +1,650 New
RCAG
909
Rehmann Capital Advisory Group
Michigan
$283K -$25.8K -159 -9%
BJL
910
Brighton Jones LLC
Washington
$283K +$266K +1,638 New
CCA
911
Clearwater Capital Advisors
Illinois
$282K -$73K -450 -23%
MWM
912
Merriman Wealth Management
Washington
$282K +$264K +1,630 New
FWM
913
Frontier Wealth Management
Missouri
$282K +$265K +1,632 New
MSAM
914
Moloney Securities Asset Management
Missouri
$278K +$261K +1,608 New
BSW
915
Buckingham Strategic Wealth
Missouri
$272K +$256K +1,577 New
AFG
916
Albion Financial Group
Utah
$271K
CCIA
917
Campbell & Co Investment Adviser
Maryland
$269K -$11.5K -71 -4%
MWM
918
Meridian Wealth Management
Kentucky
$266K +$811 +5 +0.3%
Koshinski Asset Management
919
Koshinski Asset Management
Illinois
$266K +$249K +1,539 New
OIA
920
Optimum Investment Advisors
Illinois
$266K +$250K +1,540 New
HNB
921
Huntington National Bank
Ohio
$263K -$30.6K -189 -11%
CWA
922
Cypress Wealth Advisors
California
$262K
PCA
923
Private Capital Advisors
Connecticut
$262K +$246K +1,515 New
CI
924
Conning Inc
Connecticut
$259K -$142K -875 -37%
ACM
925
Ashford Capital Management
Delaware
$259K

BABA Hedge Fund Activity: Q3 2017 in Review

1,095 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q3 2017, worth a combined $169B — up 25% from $135B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new BABA positions and 41 closed out — a net gain of 127 holders — while 418 added to existing stakes and 381 trimmed.

The largest buyer was State Street, adding an estimated $2.45B. The largest seller was OppenheimerFunds, cutting an estimated $715M.

  • 1,095 institutional investors held Alibaba (BABA) as of Q3 2017, up from 977 in Q2 2017.
  • Funds reported $169B of Alibaba stock for Q3 2017, up 25% quarter-over-quarter.
  • 168 funds opened new Alibaba positions in Q3 2017 and 41 closed out, a net change of +127 holders.
  • The largest Alibaba buyer in Q3 2017 was State Street, an estimated $2.45B added.
  • The largest Alibaba seller in Q3 2017 was OppenheimerFunds, an estimated $715M sold.

Based on aggregated 13F filings for Q3 2017.