AIFU Inc
AIFU
28 hedge funds and large institutions have $34.9M invested in AIFU Inc in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 8 closing their positions.
0% less ownership
Funds ownership: 0% → 0% (-0%)
15% less funds holding
Funds holding: 33 → 28 (-5)
16% less capital invested
Capital invested by funds: $41.4M → $34.9M (-$6.52M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
99% less call options, than puts
Call options by funds: $3K | Put options by funds: $264K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$924K |
| 2 |
Simplex Trading
Chicago,
Illinois
|
+$49.6K |
| 3 |
State Street
Boston,
Massachusetts
|
+$27.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.52K |
| 5 |
RC
RBF Capital
San Francisco,
California
|
+$2.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$224K |
| 3 |
Millennium Management
New York
|
-$214K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$185K |
| 5 |
BlackRock
New York
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Parallel Advisors
San Francisco,
California
| $5.57K | -$2.76K | -1 | -33% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $2.81K | +$2.76K | +1 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
|
BTI
29
Blue Trust Inc
Alpharetta,
Georgia
| $1K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $705 | -$5.52K | -2 | Closed |
|
|
PS
31
Principal Securities
Des Moines,
Iowa
| $160 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
33
Invesco
Atlanta,
Georgia
| – | -$224K | -78 | Closed |
|
|
34
Millennium Management
New York
| – | -$214K | -74 | Closed |
|
35
Balyasny Asset Management
Chicago,
Illinois
| – | -$125K | -44 | Closed |
|
|
PNC
36
Park National Corp
Newark,
Ohio
| – | -$78.8K | -27 | Closed |
|
37
Legal & General Group
London,
United Kingdom
| – | -$14K | -5 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -2 | Closed |
|
|
S
39
SignatureFD
Atlanta,
Georgia
| – | -$2.11K | -1 | Closed |
|
|
LC
40
Lindbrook Capital
Calabasas,
California
| – | -$598 | – | – |
|
AIFU Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q4 2023, worth a combined $34.9M — down 16% from $41.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIFU and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $924K. The largest seller was Bank of America, cutting an estimated $3.11M.
- 28 institutional investors held AIFU Inc (AIFU) as of Q4 2023, down from 33 in Q3 2023.
- Funds reported $34.9M of AIFU Inc stock for Q4 2023, down 16% quarter-over-quarter.
- 3 funds opened new AIFU Inc positions in Q4 2023 and 8 closed out, a net change of -5 holders.
- The largest AIFU Inc buyer in Q4 2023 was Morgan Stanley, an estimated $924K added.
- The largest AIFU Inc seller in Q4 2023 was Bank of America, an estimated $3.11M sold.
Based on aggregated 13F filings for Q4 2023.