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AB InBev

464 hedge funds and large institutions have $11.8B invested in AB InBev in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 162 increasing their positions, 162 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $875M | Put options by funds: $278M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

2% more funds holding

Funds holding: 456464 (+8)

2% more capital invested

Capital invested by funds: $11.5B → $11.8B (+$243M)

0% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 162

0.37% less ownership

Funds ownership: 6.37%6% (-0.37%)

Holders
464
Holders Change
+8
Holders Change %
+1.75%
% of All Funds
12.37%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
55
Increased
162
Reduced
162
Closed
39
Calls
$875M
Puts
$278M
Net Calls
+$597M
Net Calls Change
+$472M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$768M -$83.1M -688,193 -10%
SCP
2
Soroban Capital Partners
New York
$712M -$179M -1,480,002 -20%
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$632M +$4.9M +40,587 +0.8%
Bank of America
4
Bank of America
North Carolina
$632M +$17.7M +146,591 +3%
WRF
5
Waddell & Reed Financial
Kansas
$589M -$107M -882,542 -15%
Wells Fargo
6
Wells Fargo
California
$451M -$5.75M -47,566 -1%
ClearBridge Investments
7
ClearBridge Investments
New York
$420M -$67.4M -557,897 -14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$387M +$83M +686,917 +28%
Morgan Stanley
9
Morgan Stanley
New York
$384M +$79.4M +657,229 +26%
MAA
10
Managed Account Advisors
New Jersey
$376M +$74.9M +619,910 +25%
YCMGA
11
York Capital Management Global Advisors
New York
$329M +$134M +1,112,785 +70%
First Manhattan
12
First Manhattan
New York
$316M -$4.53M -37,472 -1%
FPA
13
First Pacific Advisors
California
$254M +$483K +4,000 +0.2%
SIG
14
Senator Investment Group
New York
$244M -$60.4M -500,000 -20%
TP
15
Third Point
New York
$244M -$30.2M -250,000 -11%
HL
16
Harding Loevner
New Jersey
$236M -$46.9M -387,900 -17%
ESG
17
Emerging Sovereign Group
New York
$222M -$73.5M -608,812 -25%
Lazard Asset Management
18
Lazard Asset Management
New York
$183M +$4.45M +36,839 +3%
Invesco
19
Invesco
Georgia
$180M -$74.2M -614,615 -29%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$158M +$16.9M +140,100 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$130M -$27.1M -224,160 -17%
BMO
22
Beck Mack & Oliver
New York
$122M -$5.73M -47,405 -5%
Fayez Sarofim & Co
23
Fayez Sarofim & Co
Texas
$120M +$1.49M +12,369 +1%
MC
24
Maverick Capital
Texas
$114M +$70M +579,697 +162%
CM
25
Corvex Management
New York
$105M -$67.2M -556,456 -39%