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Alibaba

816 hedge funds and large institutions have $75.6B invested in Alibaba in 2016 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 277 increasing their positions, 314 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 107

3% more funds holding

Funds holding: 796816 (+20)

1.41% more ownership

Funds ownership: 34.04%35.45% (+1.4%)

0% less call options, than puts

Call options by funds: $4.19B | Put options by funds: $4.19B

10% less funds holding in top 10

Funds holding in top 10: 128115 (-13)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 314

16% less capital invested

Capital invested by funds: $89.5B → $75.6B (-$14B)

Holders
816
Holders Change
+20
Holders Change %
+2.51%
% of All Funds
20.4%
Holding in Top 10
115
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.16%
% of All Funds
2.88%
New
143
Increased
277
Reduced
314
Closed
107
Calls
$4.19B
Puts
$4.19B
Net Calls
-$3.51M
Net Calls Change
-$1.98B
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$4.28B +$245M +2,543,693 +6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.71B +$1.06B +11,050,325 +35%
Capital Research Global Investors
3
Capital Research Global Investors
California
$3.54B +$153M +1,590,162 +4%
Temasek Holdings
4
Temasek Holdings
Singapore
$3.12B -$392M -4,067,277 -10%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.08B +$144M +1,498,196 +7%
Jennison Associates
6
Jennison Associates
New York
$1.87B -$121M -1,252,604 -6%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$1.74B +$5.04M +52,342 +0.3%
O
8
OppenheimerFunds
New York
$1.72B +$142M +1,474,326 +8%
State Street
9
State Street
Massachusetts
$1.62B -$8.71M -90,468 -0.5%
Capital World Investors
10
Capital World Investors
California
$1.6B -$111M -1,150,337 -6%
Sands Capital Management
11
Sands Capital Management
Virginia
$1.55B -$99.5M -1,033,275 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.5B -$606M -6,294,361 -27%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.4B -$166M -1,725,092 -10%
BIT
14
BlackRock Institutional Trust
California
$1.4B -$13.6M -141,677 -0.9%
BFA
15
BlackRock Fund Advisors
California
$1.38B -$63.5M -659,764 -4%
Primecap Management
16
Primecap Management
California
$1.37B +$17.1M +177,700 +1%
BG
17
BlackRock Group
United Kingdom
$1.35B -$70.5M -732,020 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.33B +$432M +4,489,145 +42%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$1.09B +$58.7M +609,447 +5%
VAM
20
Vontobel Asset Management
New York
$1.07B -$2.66M -27,657 -0.2%
Goldman Sachs
21
Goldman Sachs
New York
$973M -$249M -2,583,547 -19%
Ameriprise
22
Ameriprise
Minnesota
$913M -$86.6M -899,860 -8%
UBS AM
23
UBS AM
Illinois
$893M +$65.1M +676,000 +7%
Fidelity International
24
Fidelity International
Bermuda
$862M -$163M -1,695,372 -15%
Invesco
25
Invesco
Georgia
$778M +$231M +2,400,067 +37%

BABA Hedge Fund Activity: Q4 2016 in Review

816 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q4 2016, worth a combined $75.6B — down 16% from $89.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new BABA positions and 107 closed out — a net gain of 36 holders — while 277 added to existing stakes and 314 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.06B. The largest seller was Fidelity Investments, cutting an estimated $606M.

  • 816 institutional investors held Alibaba (BABA) as of Q4 2016, up from 796 in Q3 2016.
  • Funds reported $75.6B of Alibaba stock for Q4 2016, down 16% quarter-over-quarter.
  • 143 funds opened new Alibaba positions in Q4 2016 and 107 closed out, a net change of +36 holders.
  • The largest Alibaba buyer in Q4 2016 was T. Rowe Price Associates, an estimated $1.06B added.
  • The largest Alibaba seller in Q4 2016 was Fidelity Investments, an estimated $606M sold.

Based on aggregated 13F filings for Q4 2016.