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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
BWA
1051
BDO Wealth Advisors
Florida
$26K +$24.3K +150 New
GEA
1052
Glen Eagle Advisors
New Jersey
$25K -$7.29K -45 -24%
AIS
1053
Accurate Investment Solutions
Pennsylvania
$25K +$23.7K +146 New
FMP
1054
Financial Management Professionals
Texas
$23K
JCM
1055
Jacobi Capital Management
Pennsylvania
$23K
AIM
1056
Arcadia Investment Management
Michigan
$22K +$20.3K +125 New
IIC
1057
Integrated Investment Consultants
Michigan
$20K +$18.8K +116 New
BDWM
1058
Brewin Dolphin Wealth Management
Ireland
$19K +$17.8K +110 New
WA
1059
Winfield Associates
Ohio
$18K +$4.54K +28 +36%
FCMT
1060
Founders Capital Management (Texas)
Texas
$17K -$81.1K -500 -83%
AA
1061
AlphaMark Advisors
Kentucky
$17K
OFW
1062
Omnia Family Wealth
Florida
$17K
PCTC
1063
Perkins Coie Trust Company
Washington
$17K
TIM
1064
Tortoise Investment Management
New York
$17K
CFA
1065
Camarda Financial Advisors
Florida
$17K +$16.2K +100 New
RBC
1066
Roble Belko & Company
Pennsylvania
$16K
VNA
1067
Valley National Advisers
Pennsylvania
$13K +$6.49K +40 +114%
CAL
1068
Capital Advisors Ltd
Ohio
$13K +$12.2K +75 New
ECM
1069
Estabrook Capital Management
New York
$10.4K -$6.49K -40 -40%
DAM
1070
Delta Asset Management
Tennessee
$10K
PK
1071
Pflug Koory
Nebraska
$10K +$9.24K +57 New
CHC
1072
City Holding Co
West Virginia
$10K +$9.56K +59 New
WWM
1073
Willingdon Wealth Management
North Carolina
$10K +$9.73K +60 New
BWM
1074
Baystate Wealth Management
Massachusetts
$9K
CPA
1075
Clear Perspective Advisors
Illinois
$9K

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.