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AB InBev

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.

New
Increased
Maintained
Reduced
Closed

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: 464465 (+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: 2423 (-1)

Holders
465
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
12.53%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.62%
New
51
Increased
161
Reduced
157
Closed
44
Calls
$1.17B
Puts
$262M
Net Calls
+$904M
Net Calls Change
+$307M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Soroban Capital Partners
New York
$899M +$198M +1,614,281 +28%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$678M -$83.1M -677,390 -11%
GRQ
3
Gardner Russo & Quinn
Pennsylvania
$628M +$2.11M +17,214 +0.3%
Bank of America
4
Bank of America
North Carolina
$617M -$9.02M -73,512 -1%
WRF
5
Waddell & Reed Financial
Kansas
$563M -$20.8M -169,209 -4%
Wells Fargo
6
Wells Fargo
California
$436M -$11.4M -93,150 -3%
MAA
7
Managed Account Advisors
New Jersey
$417M +$45.2M +368,600 +12%
ClearBridge Investments
8
ClearBridge Investments
New York
$413M -$3.17M -25,814 -0.7%
SIG
9
Senator Investment Group
New York
$362M +$123M +1,000,000 +50%
First Manhattan
10
First Manhattan
New York
$309M -$3.64M -29,642 -1%
YCMGA
11
York Capital Management Global Advisors
New York
$275M -$51.3M -418,378 -15%
Morgan Stanley
12
Morgan Stanley
New York
$273M -$109M -887,568 -28%
HL
13
Harding Loevner
New Jersey
$254M +$19.8M +161,108 +8%
FPA
14
First Pacific Advisors
California
$253M +$1.82M +14,800 +0.7%
ESG
15
Emerging Sovereign Group
New York
$221M +$1.09M +8,870 +0.5%
TP
16
Third Point
New York
$211M -$30.7M -250,000 -13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$206M -$180M -1,468,201 -46%
Invesco
18
Invesco
Georgia
$190M +$12.8M +104,704 +7%
Lazard Asset Management
19
Lazard Asset Management
New York
$190M +$8.54M +69,580 +5%
FAM
20
Fred Alger Management
New York
$161M +$137M +1,113,868 +498%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$143M -$13.6M -110,600 -9%
CM
22
Corvex Management
New York
$129M +$25.3M +206,461 +24%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$129M +$33.1M +270,051 +34%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$122M -$6.47M -52,748 -5%
MC
25
Maverick Capital
Texas
$117M +$4.31M +35,112 +4%

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.