Agora
API
118 hedge funds and large institutions have $2.45B invested in Agora in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 19 closing their positions.
184% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 19
86% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $10M
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
42% more funds holding
Funds holding: 83 → 118 (+35)
41% more capital invested
Capital invested by funds: $1.74B → $2.45B (+$708M)
1.42% more ownership
Funds ownership: 13.28% → 14.69% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$113M |
| 2 |
PCM
Prime Capital Management
Hong Kong
|
+$82.8M |
| 3 |
CC
Cederberg Capital
London,
United Kingdom
|
+$81.3M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$38.2M |
| 5 |
Goldman Sachs
New York
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCIMFI
SIG China Investments Master Fund III
Wilimington,
Delaware
|
-$48.7M |
| 2 |
BlackRock
New York
|
-$48.2M |
| 3 |
TLA
Tree Line Advisors
Central,
Hong Kong
|
-$34.7M |
| 4 |
Coatue Management
New York
|
-$32M |
| 5 |
SCM
Segantii Capital Management
Hong Kong
|
-$17.8M |
API Hedge Fund Activity: Q1 2021 in Review
118 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Agora (API) for Q1 2021, worth a combined $2.45B — up 41% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new API positions and 19 closed out — a net gain of 35 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $113M. The largest seller was SIG China Investments Master Fund III, cutting an estimated $48.7M.
- 118 institutional investors held Agora (API) as of Q1 2021, up from 83 in Q4 2020.
- Funds reported $2.45B of Agora stock for Q1 2021, up 41% quarter-over-quarter.
- 54 funds opened new Agora positions in Q1 2021 and 19 closed out, a net change of +35 holders.
- The largest Agora buyer in Q1 2021 was Morgan Stanley, an estimated $113M added.
- The largest Agora seller in Q1 2021 was SIG China Investments Master Fund III, an estimated $48.7M sold.
Based on aggregated 13F filings for Q1 2021.