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Alibaba

1,864 hedge funds and large institutions have $327B invested in Alibaba in 2020 Q3 according to their latest regulatory filings, with 226 funds opening new positions, 707 increasing their positions, 708 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 116

29% more call options, than puts

Call options by funds: $25.9B | Put options by funds: $20B

27% more capital invested

Capital invested by funds: $259B → $327B (+$68.7B)

7% more funds holding in top 10

Funds holding in top 10: 346370 (+24)

5% more funds holding

Funds holding: 1,7721,864 (+92)

0% less repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 708

0.42% less ownership

Funds ownership: 5.61%5.19% (-0.42%)

Holders
1,864
Holders Change
+92
Holders Change %
+5.19%
% of All Funds
37.61%
Holding in Top 10
370
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+6.94%
% of All Funds
7.47%
New
226
Increased
707
Reduced
708
Closed
116
Calls
$25.9B
Puts
$20B
Net Calls
+$5.86B
Net Calls Change
+$1.79B
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1201
Kelleher Financial Advisors
New York
$880K +$130K +492 +20%
NSAM
1202
North Star Asset Management
Wisconsin
$879K -$148K -560 -16%
TFS
1203
TrustCore Financial Services
Tennessee
$878K -$22.7K -86 -3%
YCM
1204
Yakira Capital Management
Connecticut
$875K -$527K -2,000 -40%
NWP
1205
Northstar Wealth Partners
Connecticut
$870K -$91.7K -348 -11%
FBT
1206
First Bank & Trust
South Dakota
$870K -$46.4K -176 -6%
LSPW
1207
Lake Street Private Wealth
Illinois
$866K -$41.6K -158 -5%
VC
1208
Veracity Capital
Georgia
$862K +$54.3K +206 +8%
FANJ
1209
Financial Architects (New Jersey)
New Jersey
$856K -$84.3K -320 -10%
BSW
1210
Buckingham Strategic Wealth
Missouri
$853K +$19.2K +73 +3%
LOIM
1211
Liberty One Investment Management
Illinois
$850K -$98.3K -373 -11%
ET
1212
Equitable Trust
Tennessee
$845K
KP
1213
Keel Point
Alabama
$841K +$194K +738 +35%
CFD
1214
Creative Financial Designs
Indiana
$834K -$84.3K -320 -10%
SVWAG
1215
Sound View Wealth Advisors Group
Georgia
$830K -$5.8K -22 -0.8%
RBFC
1216
Roman Butler Fullerton & Co
Missouri
$830K +$744K +2,822 New
SWP
1217
Strategic Wealth Partners
Ohio
$824K +$105K +399 +17%
SCM
1218
SOL Capital Management
Maryland
$821K +$13.2K +50 +2%
FB
1219
Fulton Bank
Pennsylvania
$814K -$78.5K -298 -10%
RWM
1220
RBA Wealth Management
California
$811K -$24.2K -92 -3%
WAM
1221
Weatherly Asset Management
California
$808K -$1.58K -6 -0.2%
PP
1222
PDS Planning
Ohio
$806K +$83.8K +318 +13%
FIM
1223
Freedom Investment Management
Connecticut
$805K -$107K -407 -13%
STA
1224
Summit Trail Advisors
New York
$804K +$195K +739 +32%
AIM
1225
ARGA Investment Management
Connecticut
$798K

BABA Hedge Fund Activity: Q3 2020 in Review

1,864 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q3 2020, worth a combined $327B — up 27% from $259B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new BABA positions and 116 closed out — a net gain of 110 holders — while 707 added to existing stakes and 708 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.25B. The largest seller was Baillie Gifford & Co, cutting an estimated $4.14B.

  • 1,864 institutional investors held Alibaba (BABA) as of Q3 2020, up from 1,772 in Q2 2020.
  • Funds reported $327B of Alibaba stock for Q3 2020, up 27% quarter-over-quarter.
  • 226 funds opened new Alibaba positions in Q3 2020 and 116 closed out, a net change of +110 holders.
  • The largest Alibaba buyer in Q3 2020 was Fidelity Investments, an estimated $2.25B added.
  • The largest Alibaba seller in Q3 2020 was Baillie Gifford & Co, an estimated $4.14B sold.

Based on aggregated 13F filings for Q3 2020.