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AIFU

AIFU Inc
AIFU

41 hedge funds and large institutions have $214M invested in AIFU Inc in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

20% more call options, than puts

Call options by funds: $304K | Put options by funds: $254K

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 40 → 41 (+1)

0% less ownership

Funds ownership: 0% → 0% (-0%)

3% less capital invested

Capital invested by funds: $221M → $214M (-$6.58M)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
9
Closed
7
Calls
$304K
Puts
$254K
Net Calls
+$50K
Net Calls Change
-$445K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.63M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$999K
3
Goldman Sachs
Goldman Sachs
New York
+$898K
4
Millennium Management
Millennium Management
New York
+$218K
5
UBS AM
UBS AM
Illinois
+$190K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$14.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$8.69M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$2.68M
4
Nomura Holdings
Nomura Holdings
Japan
-$1.39M
5
Franklin Resources
Franklin Resources
California
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$38.4M +$1.63M +292 +5%
Goldman Sachs
2
Goldman Sachs
New York
$36.3M +$898K +161 +3%
Citigroup
3
Citigroup
New York
$25.2M +$11.2K +2 +0%
Morgan Stanley
4
Morgan Stanley
New York
$24.7M +$128K +23 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20.2M +$128K +23 +0.7%
CS
6
Credit Suisse
Switzerland
$17M -$67K -12 -0.4%
BlackRock
7
BlackRock
New York
$15M +$134K +24 +1%
Fidelity International
8
Fidelity International
Bermuda
$7.51M – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.89M +$89.3K +16 +1%
State Street
10
State Street
Massachusetts
$5.53M -$16.7K -3 -0.3%
RC
11
RBF Capital
California
$3.77M – – –
UBS Group
12
UBS Group
Switzerland
$3.68M -$14.2M -2,537 -81%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$1.28M +$55.8K +10 +5%
Northern Trust
14
Northern Trust
Illinois
$1.13M -$39.1K -7 -4%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$1.13M -$2.68M -481 -72%
AQR Capital Management
16
AQR Capital Management
Connecticut
$1.12M – – –
HSBC Holdings
17
HSBC Holdings
United Kingdom
$1.07M +$999K +179 New
N
18
Nuveen
North Carolina
$509K +$22.3K +4 +5%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$486K -$61.4K -11 -12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$467K – – –
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$402K +$134K +24 +56%
Millennium Management
22
Millennium Management
New York
$389K +$218K +39 +156%
Norges Bank
23
Norges Bank
Norway
$367K – – –
SSA
24
Schonfeld Strategic Advisors
New York
$330K +$11.2K +2 +4%
Invesco
25
Invesco
Georgia
$288K -$134K -24 -33%
1
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AIFU Hedge Fund Activity: Q2 2021 in Review

41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AIFU Inc (AIFU) for Q2 2021, worth a combined $214M — down 3% from $221M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIFU positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $1.63M. The largest seller was UBS Group, cutting an estimated $14.2M.

  • 41 institutional investors held AIFU Inc (AIFU) as of Q2 2021, up from 40 in Q1 2021.
  • Funds reported $214M of AIFU Inc stock for Q2 2021, down 3% quarter-over-quarter.
  • 8 funds opened new AIFU Inc positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest AIFU Inc buyer in Q2 2021 was Bank of America, an estimated $1.63M added.
  • The largest AIFU Inc seller in Q2 2021 was UBS Group, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2021.