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Alibaba

1,154 hedge funds and large institutions have $31.5B invested in Alibaba in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 396 increasing their positions, 400 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $7.97B | Put options by funds: $5.65B

17% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 99

0% more capital invested

Capital invested by funds: $31.4B → $31.5B (+$32.6M)

0.01% less ownership

Funds ownership: 1.75%1.74% (-0.01%)

0% less funds holding

Funds holding: 1,1551,154 (-1)

1% less repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 400

1% less funds holding in top 10

Funds holding in top 10: 9594 (-1)

Holders
1,154
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
18.31%
Holding in Top 10
94
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.05%
% of All Funds
1.49%
New
116
Increased
396
Reduced
400
Closed
99
Calls
$7.97B
Puts
$5.65B
Net Calls
+$2.32B
Net Calls Change
-$483M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
1
Primecap Management
California
$1.5B -$843K -9,207 -0.1%
Dodge & Cox
2
Dodge & Cox
California
$1.4B +$137M +1,493,300 +10%
Sanders Capital
3
Sanders Capital
Florida
$1.3B +$1.05B +11,473,618 +323%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.03B -$70M -764,358 -6%
Morgan Stanley
5
Morgan Stanley
New York
$1.01B +$129M +1,406,491 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$967M +$322M +3,513,674 +46%
Goldman Sachs
7
Goldman Sachs
New York
$852M +$109M +1,192,984 +14%
Fidelity International
8
Fidelity International
Bermuda
$837M -$30.2M -329,825 -3%
Temasek Holdings
9
Temasek Holdings
Singapore
$830M
Bank of America
10
Bank of America
North Carolina
$745M +$13.1M +143,556 +2%
Jane Street
11
Jane Street
New York
$611M +$182M +1,985,959 +39%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$607M -$96.1M -1,050,203 -13%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$507M -$52.9M -578,344 -9%
TAMH
14
Taikang Asset Management (HK)
Hong Kong
$496M +$11M +120,000 +20%
AMH
15
Aspex Management (HK)
Hong Kong
$460M -$28.7M -314,035 -6%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$458M -$18.9M -206,527 -4%
BlackRock
17
BlackRock
New York
$401M -$43M -470,273 -9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$391M -$41.2M -450,292 -9%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$366M +$317M +3,464,723 +461%
UBS AM
20
UBS AM
Illinois
$362M -$15.4M -168,343 -4%
Norges Bank
21
Norges Bank
Norway
$339M -$7.65M -83,532 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$334M +$171K +1,870 +0%
AL
23
Appaloosa LP
New Jersey
$312M -$80.1M -875,000 -20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$310M +$59.7M +652,671 +22%
American Century Companies
25
American Century Companies
Missouri
$304M +$127M +1,389,233 +66%

BABA Hedge Fund Activity: Q3 2023 in Review

1,154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alibaba (BABA) for Q3 2023, worth a combined $31.5B — up 0.1% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new BABA positions and 99 closed out — a net gain of 17 holders — while 396 added to existing stakes and 400 trimmed.

The largest buyer was Sanders Capital, adding an estimated $1.05B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.62B.

  • 1,154 institutional investors held Alibaba (BABA) as of Q3 2023, down from 1,155 in Q2 2023.
  • Funds reported $31.5B of Alibaba stock for Q3 2023, up 0.1% quarter-over-quarter.
  • 116 funds opened new Alibaba positions in Q3 2023 and 99 closed out, a net change of +17 holders.
  • The largest Alibaba buyer in Q3 2023 was Sanders Capital, an estimated $1.05B added.
  • The largest Alibaba seller in Q3 2023 was BNP Paribas Financial Markets, an estimated $1.62B sold.

Based on aggregated 13F filings for Q3 2023.