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AB InBev

424 hedge funds and large institutions have $11.4B invested in AB InBev in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $174M | Put options by funds: $119M

35% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 130

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 418424 (+6)

0.16% more ownership

Funds ownership: 6.24%6.4% (+0.16%)

1% less capital invested

Capital invested by funds: $11.5B → $11.4B (-$125M)

Holders
424
Holders Change
+6
Holders Change %
+1.44%
% of All Funds
12.3%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.52%
New
38
Increased
175
Reduced
130
Closed
31
Calls
$174M
Puts
$119M
Net Calls
+$55.3M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
301
Zeke Capital Advisors
Pennsylvania
$355K +$357K +3,200 New
NFG
302
Next Financial Group
Texas
$353K +$80.1K +717 +29%
EFS
303
Essex Financial Services
Connecticut
$342K +$5.58K +50 +2%
SIG
304
Sky Investment Group
Connecticut
$338K +$23.5K +210 +7%
CC
305
Capital Counsel
New York
$333K
CCC
306
Chelsea Counsel Company
California
$333K
SIM
307
SSI Investment Management
California
$332K -$16.8K -150 -5%
Creative Planning
308
Creative Planning
Kansas
$323K +$220K +1,971 +209%
SFM
309
Signature Financial Management
Virginia
$321K
BCM
310
Beck Capital Management
Texas
$316K
CCA
311
Checchi Capital Advisers
California
$311K +$15K +134 +5%
ACM
312
Apex Capital Management
Ohio
$308K
TPP
313
Triangle Peak Partners
California
$306K -$2.9K -26 -0.9%
FWCM
314
Ferguson Wellman Capital Management
Oregon
$305K
SI
315
Scout Investments
Missouri
$303K +$58.7K +526 +24%
GGPS
316
Gary Goldberg Planning Services
New York
$302K -$3.35K -30 -1%
CIP
317
Convergence Investment Partners
Florida
$299K +$4.13K +37 +1%
IG
318
ING Group
Netherlands
$289K
UR
319
USCA RIA
Texas
$289K +$291K +2,603 New
HCC
320
Hirtle Callaghan & Co
Pennsylvania
$288K +$179K +1,600 +160%
CS
321
Comerica Securities
Michigan
$288K +$290K +2,600 New
MC
322
Moors & Cabot
Massachusetts
$286K +$30.7K +275 +12%
BTNA
323
Bremer Trust National Association
Minnesota
$284K -$10.7K -96 -4%
HFS
324
Haverford Financial Services
Pennsylvania
$284K +$15K +134 +6%
HCM
325
Herndon Capital Management
Georgia
$282K

BUD Hedge Fund Activity: Q3 2014 in Review

424 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q3 2014, worth a combined $11.4B — down 1.1% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BUD positions and 31 closed out — a net gain of 7 holders — while 175 added to existing stakes and 130 trimmed.

The largest buyer was Corvex Management, adding an estimated $95.7M. The largest seller was Wellington Management Group, cutting an estimated $122M.

  • 424 institutional investors held AB InBev (BUD) as of Q3 2014, up from 418 in Q2 2014.
  • Funds reported $11.4B of AB InBev stock for Q3 2014, down 1.1% quarter-over-quarter.
  • 38 funds opened new AB InBev positions in Q3 2014 and 31 closed out, a net change of +7 holders.
  • The largest AB InBev buyer in Q3 2014 was Corvex Management, an estimated $95.7M added.
  • The largest AB InBev seller in Q3 2014 was Wellington Management Group, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2014.