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Atour Lifestyle Holdings

69 hedge funds and large institutions have $424M invested in Atour Lifestyle Holdings in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

77% more capital invested

Capital invested by funds: $240M → $424M (+$184M)

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more funds holding

Funds holding: 5269 (+17)

3.22% more ownership

Funds ownership: 3.98%7.2% (+3.2%)

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1.01%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
27
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$87.8M +$29.8M +1,649,239 +48%
AMH
2
Aspex Management (HK)
Hong Kong
$61.2M +$63.7M +3,525,000 New
Goldman Sachs
3
Goldman Sachs
New York
$29.7M +$24.7M +1,366,236 +396%
SC
4
Sylebra Capital
California
$26M +$5.93M +328,287 +28%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$24.7M +$19.1M +1,057,305 +288%
Bank of America
6
Bank of America
North Carolina
$17.6M -$8.25M -456,409 -31%
PAMI
7
Perseverance Asset Management International
Cayman Islands
$14.1M
OCBCO
8
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.7M +$14.2M +788,296 New
Norges Bank
9
Norges Bank
Norway
$13M +$13.6M +750,000 New
PHK
10
Point72 Hong Kong
Hong Kong
$11.3M +$11.8M +651,637 New
GCM
11
Ghisallo Capital Management
Massachusetts
$11M +$10.6M +585,000 +1,170%
Millennium Management
12
Millennium Management
New York
$10.9M +$6.57M +363,506 +138%
FC
13
FACT Capital
New York
$8.84M +$1.16M +63,903 +14%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$8.46M +$8.81M +487,374 New
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$8.05M +$8.38M +463,425 New
BAM
16
Burgundy Asset Management
Ontario, Canada
$7.48M +$985K +54,502 +14%
Citadel Advisors
17
Citadel Advisors
Florida
$7.35M +$7.65M +423,400 New
PAM
18
Pinpoint Asset Management
Hong Kong
$5.95M +$2.12M +117,027 +52%
NA
19
Newport Asia
California
$5.71M +$1.2M +66,384 +25%
UBS AM
20
UBS AM
Illinois
$4.85M +$5.05M +279,207 New
Morgan Stanley
21
Morgan Stanley
New York
$4.41M +$2.15M +119,163 +88%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.1M +$2.65M +146,600 +163%
HA
23
HHLR Advisors
Cayman Islands
$3.47M
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$3.31M -$861K -47,608 -20%
ASM
25
AI-Squared Management
Hong Kong
$2.98M +$3.1M +171,658 New

ATAT Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Atour Lifestyle Holdings (ATAT) for Q4 2023, worth a combined $424M — up 77% from $240M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ATAT positions and 8 closed out — a net gain of 18 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Aspex Management (HK), opening a new position worth an estimated $63.7M. The largest seller was Bank of America, cutting an estimated $8.25M.

  • 69 institutional investors held Atour Lifestyle Holdings (ATAT) as of Q4 2023, up from 52 in Q3 2023.
  • Funds reported $424M of Atour Lifestyle Holdings stock for Q4 2023, up 77% quarter-over-quarter.
  • 26 funds opened new Atour Lifestyle Holdings positions in Q4 2023 and 8 closed out, a net change of +18 holders.
  • The largest Atour Lifestyle Holdings buyer in Q4 2023 was Aspex Management (HK), an estimated $63.7M added.
  • The largest Atour Lifestyle Holdings seller in Q4 2023 was Bank of America, an estimated $8.25M sold.

Based on aggregated 13F filings for Q4 2023.