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Alibaba

727 hedge funds and large institutions have $50.5B invested in Alibaba in 2016 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 275 increasing their positions, 278 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $2.79B

8% more funds holding in top 10

Funds holding in top 10: 7480 (+6)

0.97% less ownership

Funds ownership: 26.53%25.55% (-0.97%)

1% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 278

4% less funds holding

Funds holding: 756727 (-29)

6% less capital invested

Capital invested by funds: $53.6B → $50.5B (-$3.11B)

16% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 99

Holders
727
Holders Change
-29
Holders Change %
-3.84%
% of All Funds
19.37%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
2.13%
New
83
Increased
275
Reduced
278
Closed
99
Calls
$3.56B
Puts
$2.79B
Net Calls
+$776M
Net Calls Change
+$675M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
1
Temasek Holdings
Singapore
$3.76B
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$3.37B +$196M +2,788,072 +7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.59B +$356M +5,062,300 +18%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.14B -$522M -7,421,643 -22%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.67B -$135M -1,914,453 -8%
SLG
6
Silver Lake Group
California
$1.61B -$286M -4,062,000 -17%
Capital World Investors
7
Capital World Investors
California
$1.56B +$210M +2,976,922 +18%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.41B -$443M -6,299,891 -26%
O
9
OppenheimerFunds
New York
$1.31B +$12.5M +177,339 +1%
Primecap Management
10
Primecap Management
California
$1.24B +$150M +2,133,100 +16%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$1.23B +$271M +3,844,153 +33%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.17B +$221M +3,136,366 +27%
Jennison Associates
13
Jennison Associates
New York
$1.04B -$122M -1,734,292 -12%
NC
14
Northern Cross
Massachusetts
$1.04B -$13.2M -188,114 -1%
Ameriprise
15
Ameriprise
Minnesota
$955M -$33.5M -476,631 -4%
Goldman Sachs
16
Goldman Sachs
New York
$852M +$83.4M +1,185,368 +12%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$846M +$109M +1,551,881 +17%
State Street
18
State Street
Massachusetts
$778M -$20.1M -285,418 -3%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$662M +$28.2M +401,018 +5%
BG
20
BlackRock Group
United Kingdom
$636M -$16.7M -236,674 -3%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$600M -$141M -2,000,000 -21%
BIT
22
BlackRock Institutional Trust
California
$571M +$21.8M +310,430 +4%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$551M +$239M +3,389,909 +95%
VAM
24
Vontobel Asset Management
New York
$520M -$41.7M -592,071 -8%
BFA
25
BlackRock Fund Advisors
California
$513M +$17.5M +249,037 +4%

BABA Hedge Fund Activity: Q1 2016 in Review

727 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2016, worth a combined $50.5B — down 5.8% from $53.6B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of BABA and 83 opened new positions — a net loss of 16 holders — while 278 trimmed existing stakes and 275 added.

The largest buyer was Capital Research Global Investors, adding an estimated $356M. The largest seller was Fidelity Investments, cutting an estimated $522M.

  • 727 institutional investors held Alibaba (BABA) as of Q1 2016, down from 756 in Q4 2015.
  • Funds reported $50.5B of Alibaba stock for Q1 2016, down 5.8% quarter-over-quarter.
  • 83 funds opened new Alibaba positions in Q1 2016 and 99 closed out, a net change of -16 holders.
  • The largest Alibaba buyer in Q1 2016 was Capital Research Global Investors, an estimated $356M added.
  • The largest Alibaba seller in Q1 2016 was Fidelity Investments, an estimated $522M sold.

Based on aggregated 13F filings for Q1 2016.