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Alibaba

1,382 hedge funds and large institutions have $165B invested in Alibaba in 2018 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 649 increasing their positions, 418 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 649 | Existing positions reduced: 418

27% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 120

2% more funds holding

Funds holding: 1,3581,382 (+24)

0.11% less ownership

Funds ownership: 39.16%39.05% (-0.11%)

11% less capital invested

Capital invested by funds: $186B → $165B (-$21.1B)

16% less funds holding in top 10

Funds holding in top 10: 233196 (-37)

19% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $13.3B

Holders
1,382
Holders Change
+24
Holders Change %
+1.77%
% of All Funds
31.6%
Holding in Top 10
196
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-15.88%
% of All Funds
4.48%
New
152
Increased
649
Reduced
418
Closed
120
Calls
$10.8B
Puts
$13.3B
Net Calls
-$2.5B
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.4B +$47.6M +268,880 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$9.29B +$26.1M +147,327 +0.3%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$7.47B +$110M +619,951 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.19B +$150M +849,659 +2%
Temasek Holdings
5
Temasek Holdings
Singapore
$4.78B -$1.15B -6,506,786 -18%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$4.21B +$31.7M +179,383 +0.7%
State Street
7
State Street
Massachusetts
$4.15B -$2.53B -14,309,782 -36%
Capital Research Global Investors
8
Capital Research Global Investors
California
$3.53B +$296M +1,670,726 +8%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$3.48B -$251M -1,415,611 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.25B -$929M -5,249,762 -21%
Goldman Sachs
11
Goldman Sachs
New York
$3.15B +$194M +1,094,827 +6%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.95B +$171M +964,403 +6%
UBS AM
13
UBS AM
Illinois
$2.92B +$108M +612,938 +4%
O
14
OppenheimerFunds
New York
$2.82B +$238M +1,345,385 +9%
Capital World Investors
15
Capital World Investors
California
$2.74B +$347M +1,958,712 +13%
Jennison Associates
16
Jennison Associates
New York
$2.74B -$61M -344,698 -2%
Sands Capital Management
17
Sands Capital Management
Virginia
$2.53B +$130M +731,838 +5%
Primecap Management
18
Primecap Management
California
$2.53B +$17.4M +98,337 +0.6%
Morgan Stanley
19
Morgan Stanley
New York
$2.37B -$276M -1,558,631 -10%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$2.24B +$71.4M +403,579 +3%
Fidelity International
21
Fidelity International
Bermuda
$2.18B -$191M -1,081,511 -8%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$2.12B +$52.9M +299,044 +2%
Norges Bank
23
Norges Bank
Norway
$2.11B +$73.8M +417,024 +3%
BGIM
24
Boussard & Gavaudan Investment Management
United Kingdom
$2.08B -$55.7M -315,000 -2%
Bank of America
25
Bank of America
North Carolina
$1.84B +$96M +542,398 +5%

BABA Hedge Fund Activity: Q3 2018 in Review

1,382 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q3 2018, worth a combined $165B — down 11% from $186B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new BABA positions and 120 closed out — a net gain of 32 holders — while 649 added to existing stakes and 418 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $1.31B. The largest seller was State Street, cutting an estimated $2.53B.

  • 1,382 institutional investors held Alibaba (BABA) as of Q3 2018, up from 1,358 in Q2 2018.
  • Funds reported $165B of Alibaba stock for Q3 2018, down 11% quarter-over-quarter.
  • 152 funds opened new Alibaba positions in Q3 2018 and 120 closed out, a net change of +32 holders.
  • The largest Alibaba buyer in Q3 2018 was Viking Global Investors, an estimated $1.31B added.
  • The largest Alibaba seller in Q3 2018 was State Street, an estimated $2.53B sold.

Based on aggregated 13F filings for Q3 2018.