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AB InBev

418 hedge funds and large institutions have $11.5B invested in AB InBev in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 154 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $327M | Put options by funds: $103M

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

19% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 129

17% more capital invested

Capital invested by funds: $9.85B → $11.5B (+$1.67B)

10% more funds holding

Funds holding: 380418 (+38)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.42% more ownership

Funds ownership: 5.82%6.24% (+0.42%)

Holders
418
Holders Change
+38
Holders Change %
+10%
% of All Funds
12.01%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
67
Increased
154
Reduced
129
Closed
29
Calls
$327M
Puts
$103M
Net Calls
+$224M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.2B +$72.6M +659,782 +7%
WRF
2
Waddell & Reed Financial
Kansas
$712M -$7.48M -67,970 -1%
Bank of America
3
Bank of America
North Carolina
$596M +$296M +2,695,836 +108%
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$579M +$1.93M +17,581 +0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$530M +$22.1M +201,232 +5%
Wells Fargo
6
Wells Fargo
California
$438M +$68.4M +621,537 +19%
ClearBridge Investments
7
ClearBridge Investments
New York
$414M +$1.53M +13,881 +0.4%
SCP
8
Soroban Capital Partners
New York
$343M +$58.8M +535,000 +22%
ESG
9
Emerging Sovereign Group
New York
$333M -$57.1M -519,030 -15%
First Manhattan
10
First Manhattan
New York
$308M -$1.71M -15,534 -0.6%
SIG
11
Senator Investment Group
New York
$287M -$27.5M -250,000 -9%
HL
12
Harding Loevner
New Jersey
$263M -$67.1K -610 -0%
Invesco
13
Invesco
Georgia
$258M -$6.99M -63,513 -3%
FPA
14
First Pacific Advisors
California
$237M +$803K +7,300 +0.4%
TP
15
Third Point
New York
$201M +$44M +400,000 +30%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$199M +$45.6M +414,955 +32%
MAA
17
Managed Account Advisors
New Jersey
$192M +$53.8M +489,322 +41%
YCMGA
18
York Capital Management Global Advisors
New York
$188M +$54.5M +495,221 +43%
Morgan Stanley
19
Morgan Stanley
New York
$173M -$43.8M -398,060 -21%
CGI
20
CI Global Investments
California
$161M -$3.24M -29,425 -2%
Lazard Asset Management
21
Lazard Asset Management
New York
$151M -$327K -2,975 -0.2%
TIM
22
Thornburg Investment Management
New Mexico
$132M -$8.79M -79,932 -7%
Northern Trust
23
Northern Trust
Illinois
$131M +$41.8M +380,304 +50%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$127M +$28.2M +256,100 +30%
BMO
25
Beck Mack & Oliver
New York
$122M -$2.82M -25,665 -2%