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AB InBev

380 hedge funds and large institutions have $9.85B invested in AB InBev in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 124 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

24% more call options, than puts

Call options by funds: $88.3M | Put options by funds: $71.3M

10% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 124

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more funds holding

Funds holding: 367380 (+13)

0.03% less ownership

Funds ownership: 5.85%5.82% (-0.03%)

2% less capital invested

Capital invested by funds: $10B → $9.85B (-$163M)

Holders
380
Holders Change
+13
Holders Change %
+3.54%
% of All Funds
10.97%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.46%
New
53
Increased
137
Reduced
124
Closed
34
Calls
$88.3M
Puts
$71.3M
Net Calls
+$17M
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
276
Curi RMB Capital
Illinois
$358K -$123K -1,212 -26%
CCG
277
Cypress Capital Group
Florida
$350K
EIM
278
Essex Investment Management
Massachusetts
$340K
TPP
279
Triangle Peak Partners
California
$337K
EFS
280
Essex Financial Services
Connecticut
$325K +$76.1K +750 +32%
SIG
281
Sky Investment Group
Connecticut
$320K +$308K +3,040 New
CC
282
Capital Counsel
New York
$316K
P
283
Pitcairn
Pennsylvania
$313K +$19.4K +191 +7%
BCM
284
Beck Capital Management
Texas
$309K +$5.07K +50 +2%
SFM
285
Signature Financial Management
Virginia
$307K
Envestnet Asset Management
286
Envestnet Asset Management
Illinois
$289K -$5.68K -56 -2%
AIG
287
American International Group
New York
$285K -$3.45K -34 -1%
BFA
288
BlackRock Fund Advisors
California
$283K -$4.57K -45 -2%
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$282K +$72.5K +715 +36%
HFS
290
Haverford Financial Services
Pennsylvania
$282K +$272K +2,679 New
GAG
291
GM Advisory Group
New York
$281K +$10.9K +107 +4%
BTNA
292
Bremer Trust National Association
Minnesota
$280K -$13.7K -135 -5%
IG
293
ING Group
Netherlands
$275K -$145K -1,434 -35%
MCM
294
MAI Capital Management
Ohio
$274K +$264K +2,598 New
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$269K +$29K +286 +13%
HCM
296
Herndon Capital Management
Georgia
$267K
ACM
297
Apex Capital Management
Ohio
$263K
EMG
298
Ellington Management Group
Connecticut
$263K +$254K +2,500 New
NAM
299
Nichols Asset Management
Massachusetts
$253K +$50.7K +500 +26%
VKH
300
Virtu KCG Holdings
New York
$245K -$8.47M -83,445 -97%

BUD Hedge Fund Activity: Q1 2014 in Review

380 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q1 2014, worth a combined $9.85B — down 1.6% from $10B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BUD positions and 34 closed out — a net gain of 19 holders — while 137 added to existing stakes and 124 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $196M.

  • 380 institutional investors held AB InBev (BUD) as of Q1 2014, up from 367 in Q4 2013.
  • Funds reported $9.85B of AB InBev stock for Q1 2014, down 1.6% quarter-over-quarter.
  • 53 funds opened new AB InBev positions in Q1 2014 and 34 closed out, a net change of +19 holders.
  • The largest AB InBev buyer in Q1 2014 was Third Point, an estimated $137M added.
  • The largest AB InBev seller in Q1 2014 was Fidelity Investments, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2014.