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AB InBev

486 hedge funds and large institutions have $11.3B invested in AB InBev in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

772% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $203M

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 155

0.52% less ownership

Funds ownership: 6.13%5.61% (-0.52%)

4% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 52

1% less funds holding

Funds holding: 492486 (-6)

9% less capital invested

Capital invested by funds: $12.3B → $11.3B (-$1.06B)

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

Holders
486
Holders Change
-6
Holders Change %
-1.22%
% of All Funds
12.95%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.51%
New
50
Increased
190
Reduced
155
Closed
52
Calls
$1.77B
Puts
$203M
Net Calls
+$1.57B
Net Calls Change
+$944M
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Soroban Capital Partners
New York
$944M -$398M -3,356,893 -31%
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$811M +$5.42M +45,714 +0.7%
Fisher Asset Management
3
Fisher Asset Management
Washington
$668M +$50.5M +425,253 +9%
Bank of America
4
Bank of America
North Carolina
$500M -$90.2M -760,200 -16%
ClearBridge Investments
5
ClearBridge Investments
New York
$367M +$8.83M +74,402 +3%
Wells Fargo
6
Wells Fargo
California
$328M -$54.1M -455,953 -15%
WRF
7
Waddell & Reed Financial
Kansas
$327M -$35.5M -299,367 -10%
First Manhattan
8
First Manhattan
New York
$312M +$1.16M +9,778 +0.4%
HL
9
Harding Loevner
New Jersey
$298M +$24.5M +206,373 +9%
Lazard Asset Management
10
Lazard Asset Management
New York
$291M +$15.3M +129,150 +6%
Morgan Stanley
11
Morgan Stanley
New York
$282M +$56.7M +477,560 +27%
Franklin Resources
12
Franklin Resources
California
$263M +$208M +1,757,062 +503%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$259M -$386M -3,254,019 -61%
LPC
14
Lone Pine Capital
Connecticut
$234M +$46.3M +390,412 +26%
TP
15
Third Point
New York
$218M +$41.5M +350,000 +25%
BA
16
BlackRock Advisors
Delaware
$190M +$45.9M +386,672 +34%
BIM
17
BlackRock Investment Management
Delaware
$190M +$33.6M +283,148 +23%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$187M -$266K -2,243 -0.1%
Invesco
19
Invesco
Georgia
$183M -$2.21M -18,648 -1%
MC
20
Maverick Capital
Texas
$154M +$43.1M +363,364 +42%
SIG
21
Senator Investment Group
New York
$150M -$160M -1,350,000 -53%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$137M +$91.6M +771,735 +237%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$136M -$12.2M -102,700 -9%
Fayez Sarofim & Co
24
Fayez Sarofim & Co
Texas
$131M -$505K -4,252 -0.4%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$123M -$88.6M -747,068 -43%

BUD Hedge Fund Activity: Q1 2016 in Review

486 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q1 2016, worth a combined $11.3B — down 8.6% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of BUD and 50 opened new positions — a net loss of 2 holders — while 155 trimmed existing stakes and 190 added.

The largest buyer was Franklin Resources, adding an estimated $208M. The largest seller was Soroban Capital Partners, cutting an estimated $398M.

  • 486 institutional investors held AB InBev (BUD) as of Q1 2016, down from 492 in Q4 2015.
  • Funds reported $11.3B of AB InBev stock for Q1 2016, down 8.6% quarter-over-quarter.
  • 50 funds opened new AB InBev positions in Q1 2016 and 52 closed out, a net change of -2 holders.
  • The largest AB InBev buyer in Q1 2016 was Franklin Resources, an estimated $208M added.
  • The largest AB InBev seller in Q1 2016 was Soroban Capital Partners, an estimated $398M sold.

Based on aggregated 13F filings for Q1 2016.