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API

Agora

117 hedge funds and large institutions have $2.45B invested in Agora in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

78% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $10M

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

41% more funds holding

Funds holding: 83117 (+34)

41% more capital invested

Capital invested by funds: $1.74B → $2.45B (+$707M)

1.69% more ownership

Funds ownership: 13.28%14.97% (+1.7%)

Holders
117
Holders Change
+34
Holders Change %
+40.96%
% of All Funds
2.05%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
53
Increased
34
Reduced
22
Closed
19
Calls
$17.9M
Puts
$10M
Net Calls
+$7.85M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
1
Coatue Management
New York
$481M -$32M -507,432 -5%
SCIMFI
2
SIG China Investments Master Fund III
Delaware
$387M -$48.7M -772,804 -9%
CC
3
Cederberg Capital
United Kingdom
$117M +$81.3M +1,288,234 +125%
NAH
4
Neumann Advisory (HK)
Hong Kong
$116M +$6.73M +106,653 +5%
Morgan Stanley
5
Morgan Stanley
New York
$106M +$113M +1,787,209 +563%
DIG
6
Dragoneer Investment Group
California
$100M
Tiger Global Management
7
Tiger Global Management
New York
$86.8M
AIM
8
ARK Investment Management
Florida
$86.3M +$9.24M +146,502 +9%
DVF
9
Discovery Value Fund
Singapore
$75.3M +$3.42M +54,195 +4%
GGHC
10
Gilder Gagnon Howe & Co
New York
$69.3M +$38.2M +606,094 +78%
NAMA
11
Nikko Asset Management Americas
New York
$69M +$8.59M +136,183 +11%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$69M +$10M +158,697 +13%
PCM
13
Prime Capital Management
Hong Kong
$66M +$82.8M +1,313,147 New
Capital World Investors
14
Capital World Investors
California
$65.6M -$11M -175,000 -12%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$65.6M
BlackRock
16
BlackRock
New York
$41.3M -$48.2M -764,246 -48%
Allianz Asset Management
17
Allianz Asset Management
Germany
$30.8M +$21.7M +343,953 +133%
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$29.8M +$10M +158,700 +37%
TLA
19
Tree Line Advisors
Hong Kong
$29.2M -$34.7M -550,000 -49%
Goldman Sachs
20
Goldman Sachs
New York
$28.9M +$36.2M +573,908 New
KFA
21
Krane Funds Advisors
New York
$26M -$5.18M -82,183 -14%
Wells Fargo
22
Wells Fargo
California
$23.1M +$2.93M +46,470 +11%
WA
23
Wasatch Advisors
Utah
$19.8M -$414K -6,570 -2%
HCS
24
Himension Capital (Singapore)
Singapore
$19.6M -$3.86M -61,272 -14%
BCP
25
Berylson Capital Partners
Massachusetts
$16.2M +$2.73M +43,300 +16%

API Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 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: 53 funds opened new API positions and 19 closed out — a net gain of 34 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.

  • 117 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.
  • 53 funds opened new Agora positions in Q1 2021 and 19 closed out, a net change of +34 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.