Alibaba is the world’s largest online and mobile commerce company as measured by gross merchandise volume. It operates China’s online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.

Vickers Stock Research, a subsidiary of Argus Research Group, analyzes insider trading and institutional stock ownership. Form 13-F filings, which institutions use to report their holdings, are due 45 days after the end of calendar quarters and are now in for 4Q24. We review the 13-Fs of major institutional investors, including activists, to see what they are buying and to look for trends. Volatility in the stock market during the fourth quarter gave institutional investors a chance to buy the dips. Taking a look at 13-F filings from well-known institutions, we see that the big guns picked up some new companies or added to existing positions. Buying was across a variety of sectors. A standout favorite was Amazon.com. Another name that showed up several times was Boeing. Based on Vickers data, here are select purchases made in 4Q by some high-profile money managers.

Vickers Stock Research, a subsidiary of Argus Research Group, analyzes insider trading and institutional stock ownership. Form 13-F filings, which institutions use to report their holdings, are due 45 days after the end of calendar quarters and are now in for 4Q24. We review the 13-Fs of major institutional investors, including activists, to see what they are buying and to look for trends. Volatility in the stock market during the fourth quarter gave institutional investors a chance to buy the dips. Taking a look at 13-F filings from well-known institutions, we see that the big guns picked up some new companies or added to existing positions. Buying was across a variety of sectors. A standout favorite was Amazon.com. Another name that showed up several times was Boeing. Based on Vickers data, here are select purchases made in 4Q by some high-profile money managers.

Alibaba is the world’s largest online and mobile commerce company as measured by gross merchandise volume. It operates China’s online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.