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Alibaba

1,382 hedge funds and large institutions have $165B invested in Alibaba in 2018 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 649 increasing their positions, 418 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 418

27% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 120

2% more funds holding

Funds holding: 1,3581,382 (+24)

0.11% less ownership

Funds ownership: 39.16%39.05% (-0.11%)

11% less capital invested

Capital invested by funds: $186B → $165B (-$21.1B)

16% less funds holding in top 10

Funds holding in top 10: 233196 (-37)

19% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $13.3B

Holders
1,382
Holders Change
+24
Holders Change %
+1.77%
% of All Funds
31.6%
Holding in Top 10
196
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-15.88%
% of All Funds
4.48%
New
152
Increased
649
Reduced
418
Closed
120
Calls
$10.8B
Puts
$13.3B
Net Calls
-$2.5B
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1101
Truvestments Capital
Florida
$275K +$83.2K +470 +39%
EWA
1102
Exencial Wealth Advisors
Oklahoma
$274K +$93.3K +527 +46%
RCM
1103
RNC Capital Management
California
$269K -$48.7K -275 -14%
FPFS
1104
First Personal Financial Services
North Carolina
$267K +$16.8K +95 +6%
CPO
1105
Cerity Partners OCIO
New York
$266K +$286K +1,617 New
EMG
1106
Ellington Management Group
Connecticut
$264K +$283K +1,600 New
MWM
1107
Mission Wealth Management
California
$260K -$11.1K -63 -4%
SKK
1108
Shepherd Kaplan Krochuk
Massachusetts
$260K
MCM
1109
MAI Capital Management
Ohio
$260K +$44.8K +253 +19%
AWM
1110
Altavista Wealth Management
North Carolina
$260K +$280K +1,580 New
CWA
1111
Cypress Wealth Advisors
California
$259K -$23.2K -131 -8%
PCG
1112
Private Capital Group
Connecticut
$258K +$31.5K +178 +13%
ERIM
1113
Eagle Ridge Investment Management
Connecticut
$258K +$74.5K +421 +37%
ACA
1114
Anchor Capital Advisors
Massachusetts
$257K
DI
1115
Diligent Investors
California
$256K -$17.5K -99 -6%
CFA
1116
Carroll Financial Associates
North Carolina
$256K +$13.3K +75 +5%
PAS
1117
Park Avenue Securities
New York
$256K +$280K +1,580 New
MOS
1118
MGO One Seven
Ohio
$255K +$275K +1,553 New
SWM
1119
Segment Wealth Management
Texas
$254K +$56.3K +318 +26%
BFG
1120
Bouchey Financial Group
New York
$254K +$273K +1,543 New
AP
1121
Advisor Partners
California
$253K +$10.1K +57 +4%
Chevy Chase Trust
1122
Chevy Chase Trust
Maryland
$250K -$73.1K -413 -21%
ACM
1123
Ashford Capital Management
Delaware
$247K
F
1124
Filament
Washington
$247K
LNB
1125
Ledyard National Bank
$247K

BABA Hedge Fund Activity: Q3 2018 in Review

1,382 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q3 2018, worth a combined $165B — down 11% from $186B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new BABA positions and 120 closed out — a net gain of 32 holders — while 649 added to existing stakes and 418 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $1.31B. The largest seller was State Street, cutting an estimated $2.53B.

  • 1,382 institutional investors held Alibaba (BABA) as of Q3 2018, up from 1,358 in Q2 2018.
  • Funds reported $165B of Alibaba stock for Q3 2018, down 11% quarter-over-quarter.
  • 152 funds opened new Alibaba positions in Q3 2018 and 120 closed out, a net change of +32 holders.
  • The largest Alibaba buyer in Q3 2018 was Viking Global Investors, an estimated $1.31B added.
  • The largest Alibaba seller in Q3 2018 was State Street, an estimated $2.53B sold.

Based on aggregated 13F filings for Q3 2018.