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AIFU

AIFU Inc

45 hedge funds and large institutions have $537M invested in AIFU Inc in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $3.84M | Put options by funds: $2.92M

24% more capital invested

Capital invested by funds: $434M → $537M (+$103M)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0% more ownership

Funds ownership: 0%0% (+0%)

12% less funds holding

Funds holding: 5145 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
45
Holders Change
-6
Holders Change %
-11.76%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
18
Reduced
15
Closed
11
Calls
$3.84M
Puts
$2.92M
Net Calls
+$916K
Net Calls Change
+$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$56.9M +$3.27M +331 +7%
MICM
2
Matthews International Capital Management
California
$46.3M -$31M -3,142 -42%
CS
3
Credit Suisse
Switzerland
$43.8M +$8.86M +897 +27%
Goldman Sachs
4
Goldman Sachs
New York
$43.7M +$16.7M +1,689 +68%
Citigroup
5
Citigroup
New York
$43.7M +$3.71M +376 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$36.4M +$839K +85 +3%
Franklin Resources
7
Franklin Resources
California
$36M
Capital Research Global Investors
8
Capital Research Global Investors
California
$35.4M +$109K +11 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$32.1M -$4.47M -453 -13%
UBS Group
10
UBS Group
Switzerland
$30.1M +$9.86M +998 +54%
Fidelity International
11
Fidelity International
Bermuda
$29.7M -$6.43M -651 -19%
BlackRock
12
BlackRock
New York
$20.1M +$1.6M +162 +9%
Deutsche Bank
13
Deutsche Bank
Germany
$15.8M -$790K -80 -5%
KFA
14
Krane Funds Advisors
New York
$14.3M +$13.2M +1,337 +4,952%
Norges Bank
15
Norges Bank
Norway
$10M +$5.02M +508 +113%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$7.18M -$1.5M -152 -18%
State Street
17
State Street
Massachusetts
$6.75M +$1.3M +132 +26%
RC
18
RBF Capital
California
$6.55M
Korea Investment Corp
19
Korea Investment Corp
South Korea
$4.58M +$49.4K +5 +1%
Millennium Management
20
Millennium Management
New York
$3.45M +$2.67M +270 +466%
Northern Trust
21
Northern Trust
Illinois
$2.09M +$39.5K +4 +2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$1.76M
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.42M +$1.33M +135 New
Invesco
24
Invesco
Georgia
$1.38M -$29.6K -3 -2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.25M -$29.6K -3 -2%

AIFU Hedge Fund Activity: Q1 2019 in Review

45 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q1 2019, worth a combined $537M — up 24% from $434M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AIFU and 5 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Goldman Sachs, adding an estimated $16.7M. The largest seller was Matthews International Capital Management, cutting an estimated $31M.

  • 45 institutional investors held AIFU Inc (AIFU) as of Q1 2019, down from 51 in Q4 2018.
  • Funds reported $537M of AIFU Inc stock for Q1 2019, up 24% quarter-over-quarter.
  • 5 funds opened new AIFU Inc positions in Q1 2019 and 11 closed out, a net change of -6 holders.
  • The largest AIFU Inc buyer in Q1 2019 was Goldman Sachs, an estimated $16.7M added.
  • The largest AIFU Inc seller in Q1 2019 was Matthews International Capital Management, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2019.