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Alibaba

1,772 hedge funds and large institutions have $259B invested in Alibaba in 2020 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 715 increasing their positions, 656 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $19.6B | Put options by funds: $15.5B

14% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 169

9% more capital invested

Capital invested by funds: $238B → $259B (+$21B)

9% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 656

1% more funds holding

Funds holding: 1,7561,772 (+16)

0.12% less ownership

Funds ownership: 5.72%5.61% (-0.12%)

1% less funds holding in top 10

Funds holding in top 10: 349346 (-3)

Holders
1,772
Holders Change
+16
Holders Change %
+0.91%
% of All Funds
36.33%
Holding in Top 10
346
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.86%
% of All Funds
7.09%
New
192
Increased
715
Reduced
656
Closed
169
Calls
$19.6B
Puts
$15.5B
Net Calls
+$4.08B
Net Calls Change
+$9.38B
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
101
Waddell & Reed Financial
Kansas
$485M -$47.6M -228,391 -9%
Bessemer Group
102
Bessemer Group
New Jersey
$485M -$61.2M -293,787 -12%
BAMCO Inc
103
BAMCO Inc
New York
$458M +$38.2M +183,263 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
104
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$454M +$88M +422,700 +25%
Caisse de Depot et Placement du Quebec (CDPQ)
105
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$439M -$106M -509,400 -20%
Macquarie Group
106
Macquarie Group
Australia
$435M -$11.1M -53,475 -3%
TP
107
Third Point
New York
$431M +$416M +2,000,000 New
Axa
108
Axa
France
$429M +$10.4M +50,178 +3%
Renaissance Technologies
109
Renaissance Technologies
New York
$426M +$316M +1,516,828 +331%
CCM
110
Causeway Capital Management
California
$420M -$45.6M -219,173 -10%
Brown Advisory
111
Brown Advisory
Maryland
$418M -$51.6M -247,580 -11%
Canada Life
112
Canada Life
Manitoba, Canada
$415M +$558K +2,680 +0.1%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$412M +$40.7M +195,477 +11%
AS
114
Altshuler Shaham
Israel
$412M +$289M +1,388,791 +266%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$406M +$64.8M +311,051 +25%
Man Group
116
Man Group
United Kingdom
$404M +$47M +225,614 +14%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$401M +$73M +350,581 +23%
SEI Investments
118
SEI Investments
Pennsylvania
$395M +$13.9M +66,843 +4%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388M +$10.2M +48,942 +3%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$386M +$4.84M +23,226 +1%
OAG
121
Orbis Allan Gray
Bermuda
$349M +$124M +593,784 +58%
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$346M +$183M +878,905 +121%
TIM
123
Thornburg Investment Management
New Mexico
$344M -$84.1M -403,676 -20%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$343M -$127M -608,572 -28%
MC
125
Martin Currie
United Kingdom
$342M -$112M -536,728 -25%

BABA Hedge Fund Activity: Q2 2020 in Review

1,772 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q2 2020, worth a combined $259B — up 8.9% from $238B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new BABA positions and 169 closed out — a net gain of 23 holders — while 715 added to existing stakes and 656 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.12B. The largest seller was Capital Research Global Investors, cutting an estimated $5.31B.

  • 1,772 institutional investors held Alibaba (BABA) as of Q2 2020, up from 1,756 in Q1 2020.
  • Funds reported $259B of Alibaba stock for Q2 2020, up 8.9% quarter-over-quarter.
  • 192 funds opened new Alibaba positions in Q2 2020 and 169 closed out, a net change of +23 holders.
  • The largest Alibaba buyer in Q2 2020 was Fidelity Investments, an estimated $1.12B added.
  • The largest Alibaba seller in Q2 2020 was Capital Research Global Investors, an estimated $5.31B sold.

Based on aggregated 13F filings for Q2 2020.