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AB InBev

507 hedge funds and large institutions have $6.59B invested in AB InBev in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $453M | Put options by funds: $222M

3% more capital invested

Capital invested by funds: $6.4B → $6.59B (+$188M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.12% less ownership

Funds ownership: 4.51%4.38% (-0.12%)

3% less funds holding

Funds holding: 525507 (-18)

12% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 192

22% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 65

Holders
507
Holders Change
-18
Holders Change %
-3.43%
% of All Funds
11.01%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
51
Increased
169
Reduced
192
Closed
65
Calls
$453M
Puts
$222M
Net Calls
+$231M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$1.08B +$111M +1,290,724 +12%
Fisher Asset Management
2
Fisher Asset Management
Washington
$607M +$14.2M +165,266 +2%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508M -$43.3M -505,435 -8%
Franklin Resources
4
Franklin Resources
California
$325M -$29.2M -340,034 -8%
Bank of America
5
Bank of America
North Carolina
$281M +$1.02M +11,922 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$205M -$25.3M -294,703 -11%
Wells Fargo
7
Wells Fargo
California
$196M -$32.1M -373,899 -14%
Goldman Sachs
8
Goldman Sachs
New York
$183M -$42.9M -500,442 -19%
Lazard Asset Management
9
Lazard Asset Management
New York
$166M -$1.27M -14,802 -0.8%
Invesco
10
Invesco
Georgia
$165M -$425K -4,957 -0.3%
DC
11
Davenport & Co
Virginia
$158M +$35.3M +412,196 +30%
HMP
12
HS Management Partners
New York
$147M -$13.5M -157,475 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$117M -$25.2M -293,387 -18%
Northern Trust
14
Northern Trust
Illinois
$107M -$551K -6,421 -0.5%
UBS Group
15
UBS Group
Switzerland
$101M +$17.4M +203,258 +22%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$99.4M +$13.9M +162,297 +17%
Renaissance Technologies
17
Renaissance Technologies
New York
$95.9M +$47.2M +550,500 +103%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$86.4M -$29.2M -340,730 -34%
Fayez Sarofim & Co
19
Fayez Sarofim & Co
Texas
$84M -$2.98M -34,797 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$75.2M +$4.47M +52,180 +7%
Citadel Advisors
21
Citadel Advisors
Florida
$75M +$60.2M +701,451 +479%
CBCM
22
Cook & Bynum Capital Management
Alabama
$67.5M
VAM
23
Vontobel Asset Management
New York
$62.6M +$282K +3,294 +0.5%
JFL
24
Jarislowsky, Fraser Ltd
Quebec, Canada
$61.1M +$1.59M +18,525 +3%
BMO
25
Beck Mack & Oliver
New York
$60.6M -$1.56M -18,149 -3%

BUD Hedge Fund Activity: Q2 2019 in Review

507 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q2 2019, worth a combined $6.59B — up 2.9% from $6.4B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BUD and 51 opened new positions — a net loss of 14 holders — while 192 trimmed existing stakes and 169 added.

The largest buyer was ClearBridge Investments, adding an estimated $111M. The largest seller was Maverick Capital, cutting an estimated $47.5M.

  • 507 institutional investors held AB InBev (BUD) as of Q2 2019, down from 525 in Q1 2019.
  • Funds reported $6.59B of AB InBev stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 51 funds opened new AB InBev positions in Q2 2019 and 65 closed out, a net change of -14 holders.
  • The largest AB InBev buyer in Q2 2019 was ClearBridge Investments, an estimated $111M added.
  • The largest AB InBev seller in Q2 2019 was Maverick Capital, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2019.