AIFU Inc
AIFU
35 hedge funds and large institutions have $41.3M invested in AIFU Inc in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 33 → 35 (+2)
1% more capital invested
Capital invested by funds: $41M → $41.3M (+$364K)
0% less ownership
Funds ownership: 0% → 0% (-0%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.4M |
| 2 |
Millennium Management
New York
|
+$295K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$249K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$225K |
| 5 |
Morgan Stanley
New York
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$2.6M |
| 2 |
GS
Gagnon Securities
New York
|
-$1.09M |
| 3 |
LCS
Levin Capital Strategies
New York
|
-$324K |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$317K |
| 5 |
D.E. Shaw & Co
New York
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Legal & General Group
London,
United Kingdom
| $60K | – | – | – |
|
|
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $39K | -$7.03K | -2 | -15% |
|
|
PCM
28
Prelude Capital Management
New York
| $29K | +$10.5K | +3 | +50% |
|
29
Bank of America
Charlotte,
North Carolina
| $28K | – | – | – |
|
30
Acadian Asset Management
Boston,
Massachusetts
| $23K | -$7.03K | -2 | -22% |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $21K | +$3.51K | +1 | +20% |
|
|
AIM
32
Acrospire Investment Management
Chicago,
Illinois
| $21K | +$21.1K | +6 | New |
|
33
UBS Group
Zurich,
Switzerland
| $4K | +$3.51K | +1 | New |
|
34
JP Morgan Chase
New York
| $3K | – | – | – |
|
|
LCS
35
Levin Capital Strategies
New York
| – | -$324K | -98 | Closed |
|
|
LP
36
LMR Partners
London,
United Kingdom
| – | -$317K | -96 | Closed |
|
37
Envestnet Asset Management
Chicago,
Illinois
| – | -$9K | -3 | Closed |
|
AIFU Hedge Fund Activity: Q1 2017 in Review
35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q1 2017, worth a combined $41.3M — up 0.89% from $41M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AIFU positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $2.4M. The largest seller was Van Berkom & Associates, cutting an estimated $2.6M.
- 35 institutional investors held AIFU Inc (AIFU) as of Q1 2017, up from 33 in Q4 2016.
- Funds reported $41.3M of AIFU Inc stock for Q1 2017, up 0.89% quarter-over-quarter.
- 5 funds opened new AIFU Inc positions in Q1 2017 and 3 closed out, a net change of +2 holders.
- The largest AIFU Inc buyer in Q1 2017 was Arrowstreet Capital, an estimated $2.4M added.
- The largest AIFU Inc seller in Q1 2017 was Van Berkom & Associates, an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2017.