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WBA

Walgreens Boots Alliance

Delisted

WBA was delisted on the 27th of August, 2025.

1,242 hedge funds and large institutions have $52.4B invested in Walgreens Boots Alliance in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 466 increasing their positions, 485 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $801M | Put options by funds: $647M

4% less repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 485

4% less capital invested

Capital invested by funds: $54.8B → $52.4B (-$2.39B)

2% less funds holding

Funds holding: 1,2661,242 (-24)

5% less funds holding in top 10

Funds holding in top 10: 7369 (-4)

16% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 76

Holders
1,242
Holders Change
-24
Holders Change %
-1.9%
% of All Funds
33.14%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1.84%
New
64
Increased
466
Reduced
485
Closed
76
Calls
$801M
Puts
$647M
Net Calls
+$155M
Net Calls Change
-$237M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1151
Joel Isaacson & Co
New York
$129K
ACS
1152
Archford Capital Strategies
Illinois
$128K +$37.9K +465 +41%
TIM
1153
Tortoise Investment Management
New York
$114K -$196K -2,400 -63%
JAM
1154
Jolley Asset Management
North Carolina
$110K
KPCM
1155
Kings Point Capital Management
New York
$107K
CA
1156
CapWealth Advisors
Tennessee
$105K
PCM
1157
Prelude Capital Management
New York
$103K -$88.6K -1,087 -46%
PCTC
1158
Perkins Coie Trust Company
Washington
$100K
PVH
1159
Psagot Value Holdings
Israel
$97K +$84K +1,030 +606%
OSNBOA
1160
Old Second National Bank of Aurora
Illinois
$96K +$13.7K +168 +16%
NCMG
1161
NCM Capital Management Group
North Carolina
$93K
MA
1162
MCF Advisors
Kentucky
$92K -$1.22K -15 -1%
OFS
1163
Orrstown Financial Services
Pennsylvania
$89K +$44K +540 +96%
AIS
1164
Accurate Investment Solutions
Pennsylvania
$85K
QAM
1165
QCI Asset Management
New York
$85K
VFA
1166
Virtus Fund Advisers
Connecticut
$85K
CFA
1167
Carroll Financial Associates
North Carolina
$84K +$13.1K +161 +18%
FANJ
1168
Financial Architects (New Jersey)
New Jersey
$78K +$28.5K +350 +57%
BCM
1169
Blume Capital Management
California
$77K
SAM
1170
Shamrock Asset Management
Texas
$76K
IIC
1171
Integrated Investment Consultants
Michigan
$76K +$22.8K +280 +40%
CHP
1172
Cable Hill Partners
Oregon
$75K +$21K +257 +38%
FPFS
1173
First Personal Financial Services
North Carolina
$73K -$14.7K -180 -17%
TG
1174
TLP Group
Illinois
$73K +$73.4K +900 New
MIC
1175
MU Investments Company
Japan
$71K -$73.4K -900 -50%

WBA Hedge Fund Activity: Q3 2016 in Review

1,242 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q3 2016, worth a combined $52.4B — down 4.4% from $54.8B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WBA and 64 opened new positions — a net loss of 12 holders — while 485 trimmed existing stakes and 466 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $832M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $1.19B.

  • 1,242 institutional investors held Walgreens Boots Alliance (WBA) as of Q3 2016, down from 1,266 in Q2 2016.
  • Funds reported $52.4B of Walgreens Boots Alliance stock for Q3 2016, down 4.4% quarter-over-quarter.
  • 64 funds opened new Walgreens Boots Alliance positions in Q3 2016 and 76 closed out, a net change of -12 holders.
  • The largest Walgreens Boots Alliance buyer in Q3 2016 was T. Rowe Price Associates, an estimated $832M added.
  • The largest Walgreens Boots Alliance seller in Q3 2016 was Kohlberg Kravis Roberts & Co, an estimated $1.19B sold.

Based on aggregated 13F filings for Q3 2016.