AB InBev
BUD
465 hedge funds and large institutions have $11.3B invested in AB InBev in 2015 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 44 closing their positions.
346% more call options, than puts
Call options by funds: $1.17B | Put options by funds: $262M
16% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 44
3% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 157
0% more funds holding
Funds holding: 464 → 465 (+1)
0.11% less ownership
Funds ownership: 6% → 5.89% (-0.11%)
3% less capital invested
Capital invested by funds: $11.8B → $11.3B (-$408M)
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Soroban Capital Partners
New York
|
+$198M |
| 2 |
FAM
Fred Alger Management
New York
|
+$137M |
| 3 |
SIG
Senator Investment Group
New York
|
+$123M |
| 4 |
BPGAM
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
+$57.6M |
| 5 |
JCI
Jet Capital Investors
New York
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$180M |
| 2 |
Morgan Stanley
New York
|
-$109M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$90.8M |
| 4 |
VCM
Valiant Capital Management
San Francisco,
California
|
-$85.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$83.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
Simplex Trading
Chicago,
Illinois
| – | -$50.7K | -413 | Closed |
|
|
TRCT
502
Tower Research Capital (TRC)
New York
| – | -$39K | -316 | Closed |
|
|
SFU
503
Stonehage Fleming (UK)
London,
United Kingdom
| – | -$24K | -200 | Closed |
|
|
HRC
504
Hoertkorn Richard Charles
| – | -$21K | -173 | Closed |
|
|
HI
505
Hudock Inc
Williamsport,
Pennsylvania
| – | -$20K | -165 | Closed |
|
|
EWM
506
Edge Wealth Management
New York
| – | -$18K | -150 | Closed |
|
|
RFS
507
Rockefeller Financial Services
New York
| – | -$12K | -102 | Closed |
|
|
RFA
508
Reilly Financial Advisors
La Mesa,
California
| – | -$10K | -84 | Closed |
|
|
LWA
509
Lenox Wealth Advisors
New York
| – | -$6K | -49 | Closed |
|
BUD Hedge Fund Activity: Q2 2015 in Review
465 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q2 2015, worth a combined $11.3B — down 3.5% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BUD positions and 44 closed out — a net gain of 7 holders — while 161 added to existing stakes and 157 trimmed.
The largest buyer was Soroban Capital Partners, adding an estimated $198M. The largest seller was Fidelity Investments, cutting an estimated $180M.
- 465 institutional investors held AB InBev (BUD) as of Q2 2015, up from 464 in Q1 2015.
- Funds reported $11.3B of AB InBev stock for Q2 2015, down 3.5% quarter-over-quarter.
- 51 funds opened new AB InBev positions in Q2 2015 and 44 closed out, a net change of +7 holders.
- The largest AB InBev buyer in Q2 2015 was Soroban Capital Partners, an estimated $198M added.
- The largest AB InBev seller in Q2 2015 was Fidelity Investments, an estimated $180M sold.
Based on aggregated 13F filings for Q2 2015.