Agora
API
83 hedge funds and large institutions have $1.74B invested in Agora in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 27 closing their positions.
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
171% more capital invested
Capital invested by funds: $642M → $1.74B (+$1.1B)
30% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 27
8.68% more ownership
Funds ownership: 4.6% → 13.28% (+8.7%)
8% more funds holding
Funds holding: 77 → 83 (+6)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
48% less call options, than puts
Call options by funds: $5.8M | Put options by funds: $11.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
+$416M |
| 2 |
NAH
Neumann Advisory (HK)
Central,
Hong Kong
|
+$85.9M |
| 3 |
Tiger Global Management
New York
|
+$68.4M |
| 4 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
+$64.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$53.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.6M |
| 2 |
KM
Kora Management
Brooklyn,
New York
|
-$17.4M |
| 3 |
1WCM
12 West Capital Management
New York
|
-$16.4M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$16.1M |
| 5 |
BC
BIT Capital
Berlin,
Germany
|
-$13.5M |
API Hedge Fund Activity: Q4 2020 in Review
83 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Agora (API) for Q4 2020, worth a combined $1.74B — up 171% from $642M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new API positions and 27 closed out — a net gain of 8 holders — while 30 added to existing stakes and 11 trimmed.
The largest buyer was Coatue Management, opening a new position worth an estimated $416M. The largest seller was Goldman Sachs, exiting entirely with an estimated $17.6M sold.
- 83 institutional investors held Agora (API) as of Q4 2020, up from 77 in Q3 2020.
- Funds reported $1.74B of Agora stock for Q4 2020, up 171% quarter-over-quarter.
- 35 funds opened new Agora positions in Q4 2020 and 27 closed out, a net change of +8 holders.
- The largest Agora buyer in Q4 2020 was Coatue Management, an estimated $416M added.
- The largest Agora seller in Q4 2020 was Goldman Sachs, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2020.