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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
MFW
1201
Mosaic Family Wealth
Missouri
$147K -$17.7K -100 -9%
OC
1202
Oakworth Capital
Alabama
$144K
CWA
1203
Clarus Wealth Advisors
Arizona
$143K +$32.9K +186 +27%
PMFA
1204
Plante Moran Financial Advisors
Michigan
$129K -$9.38K -53 -6%
CAM
1205
Close Asset Management
United Kingdom
$129K +$51.3K +290 +22%
QCG
1206
Quadrant Capital Group
Ohio
$128K -$3.89K -22 -3%
WTC
1207
WhitTier Trust Company
Nevada
$128K
CQS
1208
Credential Qtrade Securities
$126K +$136K +767 New
WOC
1209
West Oak Capital
California
$124K
HCA
1210
Heck Capital Advisors
Wisconsin
$123K -$7.08K -40 -5%
SCA
1211
Stuart Chaussee & Associates
California
$121K
YWP
1212
YorkBridge Wealth Partners
New York
$121K +$36.8K +208 +39%
TPWA
1213
TRUE Private Wealth Advisors
Oregon
$120K -$634K -3,584 -83%
EWM
1214
Endurance Wealth Management
Rhode Island
$119K -$44.2K -250 -26%
QAM
1215
QCI Asset Management
New York
$115K +$17.7K +100 +17%
WWMSC
1216
Wagner Wealth Management (South Carolina)
South Carolina
$115K +$25.7K +145 +26%
LJHT
1217
Laurie J. Hall Trustee
$113K
APP
1218
Avantax Planning Partners
Iowa
$107K +$115K +651 New
AIM
1219
Advantage Investment Management
Iowa
$103K -$885 -5 -0.8%
WAP
1220
Wealthcare Advisory Partners
Pennsylvania
$102K -$63.2K -357 -36%
CWM
1221
Cedar Wealth Management
California
$101K
ST
1222
Smithfield Trust
Pennsylvania
$97K -$169K -957 -62%
ECM
1223
EII Capital Management
New York
$97K
ADL
1224
Asset Dedication LLC
California
$97K +$4.96K +28 +5%
ACC
1225
Accident Compensation Corp
New Zealand
$94K +$101K +571 New

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.