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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B -$122M -1,095,277 -10%
WRF
2
Waddell & Reed Financial
Kansas
$671M -$16M -143,586 -2%
Bank of America
3
Bank of America
North Carolina
$586M +$11.6M +104,117 +2%
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$565M +$6.65M +59,552 +1%
Wells Fargo
5
Wells Fargo
California
$432M +$9.71M +86,992 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$430M -$81.6M -730,953 -16%
ClearBridge Investments
7
ClearBridge Investments
New York
$417M +$17.7M +158,069 +4%
ESG
8
Emerging Sovereign Group
New York
$370M +$49.1M +439,500 +15%
SCP
9
Soroban Capital Partners
New York
$356M +$25.4M +227,483 +8%
First Manhattan
10
First Manhattan
New York
$296M -$826K -7,399 -0.3%
SIG
11
Senator Investment Group
New York
$277M
Invesco
12
Invesco
Georgia
$256M +$7.08M +63,384 +3%
HL
13
Harding Loevner
New Jersey
$254M +$1.96M +17,596 +0.8%
FPA
14
First Pacific Advisors
California
$231M +$2.07M +18,500 +0.9%
MAA
15
Managed Account Advisors
New Jersey
$222M +$37.6M +336,961 +20%
TP
16
Third Point
New York
$222M +$27.9M +250,000 +14%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$218M +$26.5M +237,222 +14%
YCMGA
18
York Capital Management Global Advisors
New York
$191M +$9.84M +88,148 +5%
Morgan Stanley
19
Morgan Stanley
New York
$170M +$3.09M +27,662 +2%
CM
20
Corvex Management
New York
$157M +$95.7M +856,886 +152%
Lazard Asset Management
21
Lazard Asset Management
New York
$155M +$9.7M +86,835 +7%
CGI
22
CI Global Investments
California
$146M -$8.71M -78,030 -6%
Ameriprise
23
Ameriprise
Minnesota
$142M +$57.2M +512,494 +67%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$123M
BMO
25
Beck Mack & Oliver
New York
$119M +$705K +6,312 +0.6%

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.