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AB InBev

367 hedge funds and large institutions have $10B invested in AB InBev in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 144 increasing their positions, 116 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

53% more call options, than puts

Call options by funds: $60M | Put options by funds: $39.1M

24% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 116

6% more funds holding

Funds holding: 347367 (+20)

4% more capital invested

Capital invested by funds: $9.63B → $10B (+$383M)

0.2% less ownership

Funds ownership: 6.05%5.85% (-0.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
367
Holders Change
+20
Holders Change %
+5.76%
% of All Funds
10.65%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.44%
New
56
Increased
144
Reduced
116
Closed
30
Calls
$60M
Puts
$39.1M
Net Calls
+$20.8M
Net Calls Change
+$6.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
276
Signature Financial Management
Virginia
$309K
Envestnet Asset Management
277
Envestnet Asset Management
Illinois
$298K +$34.8K +341 +14%
BTNA
278
Bremer Trust National Association
Minnesota
$297K -$17.9K -175 -6%
P
279
Pitcairn
Pennsylvania
$296K +$204 +2 +0.1%
AIG
280
American International Group
New York
$292K -$23.5K -230 -8%
BFA
281
BlackRock Fund Advisors
California
$291K +$4.9K +48 +2%
BCM
282
Beck Capital Management
Texas
$275K +$291K +2,845 New
FAAS
283
First Allied Advisory Services
California
$271K -$13.5K -132 -5%
HCM
284
Herndon Capital Management
Georgia
$270K -$114K -1,116 -31%
GAG
285
GM Advisory Group
New York
$267K +$256K +2,505 New
ACM
286
Apex Capital Management
Ohio
$266K +$255K +2,500 New
EFS
287
Essex Financial Services
Connecticut
$248K +$13.3K +130 +6%
SG Americas Securities
288
SG Americas Securities
New York
$242K -$388K -3,800 -63%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$242K +$25.6K +251 +12%
HA
290
Hamel Associates
New Jersey
$237K +$227K +2,225 New
PWP
291
Private Wealth Partners
California
$236K
QT
292
Quantbot Technologies
New York
$234K +$225K +2,200 New
JWM
293
Jacobus Wealth Management
Wisconsin
$224K +$59.3K +580 +38%
FIM
294
Freedom Investment Management
Connecticut
$218K -$6.95K -68 -3%
11A
295
10-15 Associates
New York
$216K +$208K +2,036 New
DT
296
Diversified Trust
Tennessee
$213K +$204K +2,000 New
MCM
297
Murphy Capital Management
New Jersey
$212K +$204K +2,000 New
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K
CCA
299
Checchi Capital Advisers
California
$205K +$196K +1,921 New
1IC
300
1919 Investment Counsel
Maryland
$202K +$2.35K +23 +1%

BUD Hedge Fund Activity: Q4 2013 in Review

367 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q4 2013, worth a combined $10B — up 4% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BUD positions and 30 closed out — a net gain of 26 holders — while 144 added to existing stakes and 116 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $230M. The largest seller was ING Group, cutting an estimated $782M.

  • 367 institutional investors held AB InBev (BUD) as of Q4 2013, up from 347 in Q3 2013.
  • Funds reported $10B of AB InBev stock for Q4 2013, up 4% quarter-over-quarter.
  • 56 funds opened new AB InBev positions in Q4 2013 and 30 closed out, a net change of +26 holders.
  • The largest AB InBev buyer in Q4 2013 was Senator Investment Group, an estimated $230M added.
  • The largest AB InBev seller in Q4 2013 was ING Group, an estimated $782M sold.

Based on aggregated 13F filings for Q4 2013.