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Alibaba

1,878 hedge funds and large institutions have $201B invested in Alibaba in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 787 increasing their positions, 721 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 721

5% more call options, than puts

Call options by funds: $27.3B | Put options by funds: $26B

0.57% less ownership

Funds ownership: 4.7%4.13% (-0.57%)

3% less funds holding

Funds holding: 1,9351,878 (-57)

16% less capital invested

Capital invested by funds: $239B → $201B (-$37.7B)

17% less first-time investments, than exits

New positions opened: 183 | Existing positions closed: 220

21% less funds holding in top 10

Funds holding in top 10: 279220 (-59)

Holders
1,878
Holders Change
-57
Holders Change %
-2.95%
% of All Funds
32.98%
Holding in Top 10
220
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-21.15%
% of All Funds
3.86%
New
183
Increased
787
Reduced
721
Closed
220
Calls
$27.3B
Puts
$26B
Net Calls
+$1.36B
Net Calls Change
-$1.89B
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19B -$860M -3,503,133 -4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$11.6B -$1.76B -7,151,859 -12%
State Street
3
State Street
Massachusetts
$7.44B -$603M -2,453,747 -7%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$6.05B +$399M +1,623,584 +6%
Goldman Sachs
5
Goldman Sachs
New York
$5.58B +$1.63B +6,642,191 +37%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.22B -$238M -967,127 -4%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$4.87B -$216M -878,957 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.52B +$178M +726,722 +4%
Invesco
9
Invesco
Georgia
$4.32B -$573M -2,332,983 -11%
UBS Group
10
UBS Group
Switzerland
$4.01B +$2.76B +11,240,906 +175%
UBS AM
11
UBS AM
Illinois
$3.98B -$347M -1,414,498 -7%
Primecap Management
12
Primecap Management
California
$3.43B +$640M +2,607,030 +21%
Fidelity International
13
Fidelity International
Bermuda
$3.36B +$582M +2,368,249 +19%
Morgan Stanley
14
Morgan Stanley
New York
$3.28B -$1.04B -4,226,225 -23%
Fisher Asset Management
15
Fisher Asset Management
Washington
$3.15B -$10.9M -44,297 -0.3%
MAM
16
Magellan Asset Management
Australia
$3.11B +$16.6M +67,488 +0.5%
CS
17
Credit Suisse
Switzerland
$3.04B -$452M -1,839,681 -12%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$2.78B -$65.1M -265,214 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$2.76B -$997M -4,057,632 -25%
Temasek Holdings
20
Temasek Holdings
Singapore
$2.71B -$27.1M -110,180 -0.9%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.58B -$263M -1,071,465 -9%
Northern Trust
22
Northern Trust
Illinois
$2.35B -$129M -527,112 -5%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$2.03B -$490M -1,995,021 -18%
Bank of America
24
Bank of America
North Carolina
$1.98B +$118M +480,863 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.96B -$641M -2,609,633 -23%

BABA Hedge Fund Activity: Q1 2021 in Review

1,878 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q1 2021, worth a combined $201B — down 16% from $239B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of BABA and 183 opened new positions — a net loss of 37 holders — while 721 trimmed existing stakes and 787 added.

The largest buyer was UBS Group, adding an estimated $2.76B. The largest seller was Vanguard Group, cutting an estimated $14.4B.

  • 1,878 institutional investors held Alibaba (BABA) as of Q1 2021, down from 1,935 in Q4 2020.
  • Funds reported $201B of Alibaba stock for Q1 2021, down 16% quarter-over-quarter.
  • 183 funds opened new Alibaba positions in Q1 2021 and 220 closed out, a net change of -37 holders.
  • The largest Alibaba buyer in Q1 2021 was UBS Group, an estimated $2.76B added.
  • The largest Alibaba seller in Q1 2021 was Vanguard Group, an estimated $14.4B sold.

Based on aggregated 13F filings for Q1 2021.