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Alibaba

1,757 hedge funds and large institutions have $238B invested in Alibaba in 2020 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 713 increasing their positions, 669 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 340349 (+9)

9% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 176

7% more repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 669

0.03% less ownership

Funds ownership: 5.75%5.72% (-0.03%)

0% less funds holding

Funds holding: 1,7651,757 (-8)

11% less capital invested

Capital invested by funds: $266B → $238B (-$28.1B)

36% less call options, than puts

Call options by funds: $9.55B | Put options by funds: $14.8B

Holders
1,757
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
38.71%
Holding in Top 10
349
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.65%
% of All Funds
7.69%
New
191
Increased
713
Reduced
669
Closed
176
Calls
$9.55B
Puts
$14.8B
Net Calls
-$5.3B
Net Calls Change
-$700M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1601
Squar Milner Financial Services
California
$88K +$60.9K +292 +179%
TWA
1602
TCI Wealth Advisors
Arizona
$85K +$23.8K +114 +35%
TPCW
1603
TD Private Client Wealth
New York
$81.9K -$3.97K -19 -4%
LWM
1604
Liberty Wealth Management
California
$81K -$1.04K -5 -1%
NO
1605
Ninety One
South Africa
$80K +$86.2K +413 New
PMFA
1606
Plante Moran Financial Advisors
Michigan
$78K +$22.1K +106 +36%
GTAM
1607
Global Trust Asset Management
Florida
$77K -$459K -2,200 -85%
RAM
1608
Riggs Asset Management
Pennsylvania
$77K
JPLA
1609
Joseph P. Lucia & Associates
New York
$74K +$36.5K +175 +85%
ARMC
1610
American Research & Management Company
Massachusetts
$73K -$31.3K -150 -29%
LFG
1611
Larson Financial Group
Missouri
$73K -$6.47K -31 -8%
LFASL
1612
Lugano Financial Advisors SA (LFA)
Switzerland
$71K -$20.9K -100 -22%
MVIP
1613
Mar Vista Investment Partners
California
$70K +$7.72K +37 +11%
FCA
1614
FinTrust Capital Advisors
South Carolina
$69K -$582K -2,788 -89%
IF
1615
Ironwood Financial
Arizona
$69K
CFG
1616
Citizens Financial Group
Rhode Island
$68K -$15.9K -76 -18%
CDIA
1617
Capital Directions Investment Advisors
Georgia
$66K
AWM
1618
Atticus Wealth Management
Florida
$66K +$626 +3 +0.9%
RWG
1619
Regal Wealth Group
California
$65K -$45.1K -216 -39%
JFGIW
1620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K
JCM
1621
Jacobi Capital Management
Pennsylvania
$64K +$11.5K +55 +20%
FMII
1622
Farmers & Merchants Investments Inc
Nebraska
$64K +$13.6K +65 +25%
SL
1623
Savior LLC
Massachusetts
$62K -$22.3K -107 -25%
AA
1624
Advisory Alpha
Michigan
$58.9K -$30.7K -147 -34%
RFWA
1625
RPg Family Wealth Advisory
Massachusetts
$55.6K

BABA Hedge Fund Activity: Q1 2020 in Review

1,757 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2020, worth a combined $238B — down 11% from $266B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new BABA positions and 176 closed out — a net gain of 15 holders — while 713 added to existing stakes and 669 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $1.65B. The largest seller was Invesco, cutting an estimated $1.55B.

  • 1,757 institutional investors held Alibaba (BABA) as of Q1 2020, down from 1,765 in Q4 2019.
  • Funds reported $238B of Alibaba stock for Q1 2020, down 11% quarter-over-quarter.
  • 191 funds opened new Alibaba positions in Q1 2020 and 176 closed out, a net change of +15 holders.
  • The largest Alibaba buyer in Q1 2020 was Nomura Holdings, an estimated $1.65B added.
  • The largest Alibaba seller in Q1 2020 was Invesco, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2020.