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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
MSA
1251
Marino Stram & Associates
Massachusetts
$62K
BFC
1252
Bedel Financial Consulting
Indiana
$62K +$17.7K +100 +32%
WTB
1253
Washington Trust Bank
Washington
$60K -$21.9K -124 -26%
CIM
1254
Contravisory Investment Management
Massachusetts
$59K -$47.1K -266 -43%
IF
1255
Ironwood Financial
Arizona
$59K
RWG
1256
Regal Wealth Group
California
$58K +$26.5K +150 +75%
TWA
1257
TCI Wealth Advisors
Arizona
$56K -$9.56K -54 -14%
BCWM
1258
Bartlett & Co Wealth Management
Ohio
$54.4K
BC
1259
Bartlett & Co
Ohio
$54K
WAM
1260
Watermark Asset Management
California
$54K
ML
1261
McAdam LLC
Pennsylvania
$51K +$5.13K +29 +10%
FMTCOCP
1262
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
WF
1263
WealthTrust Fairport
Ohio
$47K +$8.85K +50 +21%
Cohen & Steers
1264
Cohen & Steers
New York
$47K +$26.9K +152 +113%
MWPCG
1265
Measured Wealth Private Client Group
New Hampshire
$47K +$51.5K +291 New
EFSCE
1266
Enterprise Financial Services Corp (EFSC)
Missouri
$46K -$3.72K -21 -7%
LFASL
1267
Lugano Financial Advisors SA (LFA)
Switzerland
$44K +$12.4K +70 +35%
VCM
1268
Vigilant Capital Management
Maine
$44K +$20.4K +115 +77%
ONST
1269
Old North State Trust
North Carolina
$44K +$48.7K +275 New
SMG
1270
Spectrum Management Group
Indiana
$41K
RFWA
1271
RPg Family Wealth Advisory
Massachusetts
$40.5K +$14.7K +83 +51%
AWM
1272
Aevitas Wealth Management
Massachusetts
$39K
SQA
1273
Simon Quick Advisors
New Jersey
$39K
SIS
1274
Sound Income Strategies
Florida
$37K -$13.8K -78 -26%
CAL
1275
Capital Analysts LLC
Pennsylvania
$36K -$15.9K -90 -29%

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.