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Alibaba

1,497 hedge funds and large institutions have $194B invested in Alibaba in 2019 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 647 increasing their positions, 443 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 96

46% more repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 443

41% more capital invested

Capital invested by funds: $137B → $194B (+$56.8B)

24% more funds holding in top 10

Funds holding in top 10: 206256 (+50)

6% more funds holding

Funds holding: 1,4121,497 (+85)

1.01% more ownership

Funds ownership: 39.82%40.83% (+1%)

20% less call options, than puts

Call options by funds: $8.4B | Put options by funds: $10.5B

Holders
1,497
Holders Change
+85
Holders Change %
+6.02%
% of All Funds
32.4%
Holding in Top 10
256
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+24.27%
% of All Funds
5.54%
New
199
Increased
647
Reduced
443
Closed
96
Calls
$8.4B
Puts
$10.5B
Net Calls
-$2.07B
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1426
GS Investments
Minnesota
$18.2K
FCA
1427
FinTrust Capital Advisors
South Carolina
$18K -$21K -125 -56%
FMII
1428
Farmers & Merchants Investments Inc
Nebraska
$18K
PCTC
1429
Perkins Coie Trust Company
Washington
$18K
TIM
1430
Tortoise Investment Management
New York
$18K
HCA
1431
Horan Capital Advisors
Ohio
$18K +$16.8K +100 New
PCMK
1432
Paragon Capital Management (Kansas)
Kansas
$18K +$16.8K +100 New
BHWM
1433
Bay Harbor Wealth Management
Maryland
$17K +$4.88K +29 +47%
LFA
1434
Legacy Financial Advisors
Kentucky
$15K -$2.19K -13 -14%
LC
1435
Lavaca Capital
Texas
$15K
SBL
1436
Sargent Bickham Lagudis
Colorado
$15K +$168 +1 +1%
BWA
1437
BDO Wealth Advisors
Florida
$14K
CAL
1438
Capital Advisors Ltd
Ohio
$14K
SAM
1439
Shamrock Asset Management
Texas
$14K
GWA
1440
Guidant Wealth Advisors
Illinois
$14K +$12.6K +75 New
SAM
1441
Strategy Asset Managers
California
$14K +$12.6K +75 New
DAM
1442
Delta Asset Management
Tennessee
$13K
MCA
1443
Mercer Capital Advisers
New Jersey
$13K
SCM
1444
Shelton Capital Management
Colorado
$12.5K -$1.65M -9,797 -81%
TJHA
1445
Thomas J. Herzfeld Advisors
Florida
$12K +$3.2K +19 +39%
PWMG
1446
Prestige Wealth Management Group
New Jersey
$11K -$23.5K -140 -70%
CHC
1447
City Holding Co
West Virginia
$11K
RBC
1448
Roble Belko & Company
Pennsylvania
$11K
HWA
1449
Heritage Wealth Advisors
Virginia
$10.8K +$2.52K +15 +34%
CH
1450
Canton Hathaway
Rhode Island
$10K

BABA Hedge Fund Activity: Q1 2019 in Review

1,497 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2019, worth a combined $194B — up 41% from $137B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new BABA positions and 96 closed out — a net gain of 103 holders — while 647 added to existing stakes and 443 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.42B. The largest seller was Goldman Sachs, cutting an estimated $791M.

  • 1,497 institutional investors held Alibaba (BABA) as of Q1 2019, up from 1,412 in Q4 2018.
  • Funds reported $194B of Alibaba stock for Q1 2019, up 41% quarter-over-quarter.
  • 199 funds opened new Alibaba positions in Q1 2019 and 96 closed out, a net change of +103 holders.
  • The largest Alibaba buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.42B added.
  • The largest Alibaba seller in Q1 2019 was Goldman Sachs, an estimated $791M sold.

Based on aggregated 13F filings for Q1 2019.