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AGC

Altimeter Growth Corp
AGC

Delisted

AGC was delisted on the 1st of December, 2021.

63 hedge funds and large institutions have $409M invested in Altimeter Growth Corp in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more capital invested

Capital invested by funds: $161M → $409M (+$247M)

28% more call options, than puts

Call options by funds: $31M | Put options by funds: $24.3M

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

3% less funds holding

Funds holding: 6563 (-2)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
9
Reduced
11
Closed
37
Calls
$31M
Puts
$24.3M
Net Calls
+$6.73M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$107M +8,711,582 +255,547%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$90.8M +$95.1M +7,764,546 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$43.8M +$45.8M +3,744,300 New
JCM
4
JS Capital Management
New York
$29.7M -$1.01M -82,734 -3%
SCM
5
Suvretta Capital Management
New York
$20.5M +$21.5M +1,753,264 New
TP
6
Third Point
New York
$18.7M
SIG
7
Senator Investment Group
New York
$10.3M -$245K -20,000 -2%
BU
8
Builders Union
United Kingdom
$9.56M +$10M +816,910 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.36M +$5.2M +425,139 +147%
MP
10
Marcho Partners
United Kingdom
$7.77M +$3.87M +315,977 +91%
PWAM
11
Park West Asset Management
California
$6.14M
C
12
Chescapmanager
Maryland
$6.14M +$306K +25,000 +5%
DIG
13
Dragoneer Investment Group
California
$5.97M +$6.24M +510,000 New
Public Sector Pension Investment Board (PSP Investments)
14
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.85M -$11.9M -970,044 -66%
Bank of America
15
Bank of America
North Carolina
$5.79M +$6.06M +494,799 New
PI
16
Pennant Investors
New Jersey
$4.68M +$4.9M +400,000 New
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.31M +$1.55K +127 +0%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.9M +$3.04M +248,066 New
GAMA
19
Graticule Asia Macro Advisors
New York
$2.79M +$2.92M +238,330 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.75M +$2.88M +235,000 New
Millennium Management
21
Millennium Management
New York
$2.4M +$2.51M +205,252 New
LCM
22
Lakewood Capital Management
New York
$2.35M
TCM
23
Tekne Capital Management
New York
$1.82M +$1.9M +155,197 New
HF
24
HRT Financial
New York
$1.23M +$8.73K +713 +0.7%
MCM
25
Moore Capital Management
New York
$1.17M -$3.67M -300,000 -75%

AGC Hedge Fund Activity: Q2 2021 in Review

63 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Altimeter Growth Corp (AGC) for Q2 2021, worth a combined $409M — up 153% from $161M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AGC and 35 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Holocene Advisors, exiting entirely with an estimated $16.7M sold.

  • 63 institutional investors held Altimeter Growth Corp (AGC) as of Q2 2021, down from 65 in Q1 2021.
  • Funds reported $409M of Altimeter Growth Corp stock for Q2 2021, up 153% quarter-over-quarter.
  • 35 funds opened new Altimeter Growth Corp positions in Q2 2021 and 37 closed out, a net change of -2 holders.
  • The largest Altimeter Growth Corp buyer in Q2 2021 was Morgan Stanley, an estimated $107M added.
  • The largest Altimeter Growth Corp seller in Q2 2021 was Holocene Advisors, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2021.