AB InBev
BUD
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.
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: 15 → 16 (+1)
4% more funds holding
Funds holding: 367 → 380 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
+$137M |
| 2 |
First Eagle Investment Management
New York
|
+$134M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$128M |
| 4 |
YCMGA
York Capital Management Global Advisors
New York
|
+$116M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$196M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$149M |
| 3 |
Neuberger Berman Group
New York
|
-$109M |
| 4 |
HCM
Hoplite Capital Management
New York
|
-$101M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$74.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFC
401
Klingenstein Fields & Co
New York
| – | -$202K | -1,900 | Closed |
|
402
Walleye Trading
New York
| – | -$176K | -1,739 | Closed |
|
403
Parallax Volatility Advisers
San Francisco,
California
| – | -$107K | -1,059 | Closed |
|
|
FTUS
404
Flow Traders U.S.
New York
| – | -$42K | -394 | Closed |
|
|
WA
405
Waverly Advisors
Birmingham,
Alabama
| – | -$26K | -245 | Closed |
|
|
CGT
406
Capital Guardian Trust
Los Angeles,
California
| – | -$23K | -216 | Closed |
|
|
ST
407
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$16K | -150 | Closed |
|
|
DBT
408
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$15K | -142 | Closed |
|
|
PG
409
PEAK6 Group
Chicago,
Illinois
| – | -$13.3K | -131 | Closed |
|
|
EU
410
Emory University
Atlanta,
Georgia
| – | -$6K | -61 | Closed |
|
|
ASN
411
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -40 | Closed |
|
|
GLA
412
Great Lakes Advisors
Chicago,
Illinois
| – | -$2K | -23 | Closed |
|
|
SGC
413
South Georgia Capital
Naperville,
Illinois
| – | -$1K | -2 | Closed |
|
|
BCMIO
414
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$101 | +1 | New |
|
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.