We are live on ! Find out more
BABA icon

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
PJSIMP
1301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$646K +$32.1K +122 +6%
PWM
1302
Perigon Wealth Management
California
$646K +$129K +491 +29%
NG
1303
Northstar Group
New York
$644K
MBT
1304
Montecito Bank & Trust
California
$640K -$102K -387 -15%
BWP
1305
BSW Wealth Partners
Colorado
$638K +$177K +670 +45%
MG
1306
Mather Group
Illinois
$637K -$22.7K -86 -4%
HB
1307
Homrich & Berg
Georgia
$637K +$68.2K +259 +14%
BSAM
1308
Blue Square Asset Management
New York
$636K +$357K +1,354 +168%
MCM
1309
Maryland Capital Management
Maryland
$632K -$147K -558 -21%
GW
1310
GW & Wade
Massachusetts
$629K +$11.3K +43 +2%
SMC
1311
Smith, Moore & Co
Missouri
$629K +$22.7K +86 +4%
BW
1312
Bison Wealth
Georgia
$629K +$25.3K +96 +5%
WIC
1313
Whitegate Investment Counselors
New Hampshire
$628K +$9.48K +36 +2%
GCAC
1314
Guardian Capital Advisors (Canada)
Ontario, Canada
$617K +$540K +2,050 New
RhumbLine Advisers
1315
RhumbLine Advisers
Massachusetts
$616K -$2.3M -8,717 -81%
ISWM
1316
Independent Solutions Wealth Management
New York
$608K +$151K +573 +38%
OAM
1317
Oberweis Asset Management
Illinois
$607K -$8.97M -34,030 -94%
NSIM
1318
North Star Investment Management
Illinois
$607K -$1.32K -5 -0.2%
IIC
1319
Ironwood Investment Counsel
Arizona
$598K +$71.1K +270 +15%
CIP
1320
Champlain Investment Partners
Vermont
$597K +$100K +380 +23%
TGAM
1321
TBH Global Asset Management
Tennessee
$593K +$34.3K +130 +7%
GA
1322
Gateway Advisory
New Jersey
$592K -$263K -1,000 -33%
ACWM
1323
Adams Chetwood Wealth Management
North Carolina
$591K
HKAM
1324
Horizon Kinetics Asset Management
New York
$590K +$6.32K +24 +1%
PFGIA
1325
Patriot Financial Group Insurance Agency
Massachusetts
$587K +$90.9K +345 +21%

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.