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AB InBev

564 hedge funds and large institutions have $7.81B invested in AB InBev in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 200 increasing their positions, 206 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $423M

3% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 206

1.37% less ownership

Funds ownership: 6.04%4.67% (-1.4%)

4% less funds holding

Funds holding: 587564 (-23)

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

26% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 76

29% less capital invested

Capital invested by funds: $11B → $7.81B (-$3.23B)

Holders
564
Holders Change
-23
Holders Change %
-3.92%
% of All Funds
12.91%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
56
Increased
200
Reduced
206
Closed
76
Calls
$1.62B
Puts
$423M
Net Calls
+$1.19B
Net Calls Change
-$1.43B
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$744M +$83.2M +838,921 +13%
Fisher Asset Management
2
Fisher Asset Management
Washington
$639M +$20.1M +202,472 +3%
Franklin Resources
3
Franklin Resources
California
$538M -$6.83M -68,854 -1%
Morgan Stanley
4
Morgan Stanley
New York
$449M -$101M -1,017,685 -19%
Bank of America
5
Bank of America
North Carolina
$368M -$28.3M -285,236 -7%
Viking Global Investors
6
Viking Global Investors
Connecticut
$279M -$141M -1,424,675 -34%
Wells Fargo
7
Wells Fargo
California
$249M +$21.4M +215,254 +10%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249M -$23.3M -234,997 -9%
MC
9
Maverick Capital
Texas
$168M +$56.1M +565,600 +51%
Invesco
10
Invesco
Georgia
$166M +$17.9M +180,747 +12%
UBS Group
11
UBS Group
Switzerland
$157M +$13.3M +134,049 +9%
First Manhattan
12
First Manhattan
New York
$151M -$17.4M -175,698 -10%
HMP
13
HS Management Partners
New York
$147M +$39.6M +398,775 +37%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$145M +$138M +1,394,652 +2,919%
Goldman Sachs
15
Goldman Sachs
New York
$141M -$33.3M -335,706 -19%
Northern Trust
16
Northern Trust
Illinois
$126M +$6.36M +64,082 +5%
Lazard Asset Management
17
Lazard Asset Management
New York
$122M -$19M -191,121 -14%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$116M -$3.24M -32,697 -3%
DC
19
Davenport & Co
Virginia
$109M -$1.3M -13,136 -1%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$99.6M +$29.8K +300 +0%
HTC
21
Haverford Trust Company
Pennsylvania
$82.9M -$453K -4,562 -0.6%
Jane Street
22
Jane Street
New York
$78.3M +$72.7M +733,263 +1,785%
Millennium Management
23
Millennium Management
New York
$78.1M -$93M -937,109 -55%
BMO
24
Beck Mack & Oliver
New York
$75.1M -$1.4M -14,106 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$69.6M -$183M -1,841,599 -73%

BUD Hedge Fund Activity: Q2 2018 in Review

564 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q2 2018, worth a combined $7.81B — down 29% from $11B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of BUD and 56 opened new positions — a net loss of 20 holders — while 206 trimmed existing stakes and 200 added.

The largest buyer was HSBC Holdings, adding an estimated $138M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $1.27B sold.

  • 564 institutional investors held AB InBev (BUD) as of Q2 2018, down from 587 in Q1 2018.
  • Funds reported $7.81B of AB InBev stock for Q2 2018, down 29% quarter-over-quarter.
  • 56 funds opened new AB InBev positions in Q2 2018 and 76 closed out, a net change of -20 holders.
  • The largest AB InBev buyer in Q2 2018 was HSBC Holdings, an estimated $138M added.
  • The largest AB InBev seller in Q2 2018 was Soroban Capital Partners, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2018.