Autohome
ATHM
49 hedge funds and large institutions have $273M invested in Autohome in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 33 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
18% less funds holding
Funds holding: 60 → 49 (-11)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
33.68% less ownership
Funds ownership: 53.28% → 19.59% (-34%)
60% less capital invested
Capital invested by funds: $686M → $273M (-$412M)
89% less call options, than puts
Call options by funds: $46K | Put options by funds: $438K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$34.2M |
| 2 |
TCM
Tybourne Capital Management
Hong Kong
|
+$15.2M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$9.06M |
| 4 |
TCM
TCS Capital Management
New York
|
+$8.22M |
| 5 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$7.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$14.1M |
| 2 |
JP Morgan Chase
New York
|
-$9.37M |
| 3 |
GAM
Genesis Asset Managers
Guernsey, Channel Islands,
United Kingdom
|
-$6.4M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$5.2M |
| 5 |
Tiger Global Management
New York
|
-$4.98M |
ATHM Hedge Fund Activity: Q1 2014 in Review
49 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q1 2014, worth a combined $273M — down 60% from $686M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ATHM and 24 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was Platinum Investment Management, adding an estimated $34.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $14.1M.
- 49 institutional investors held Autohome (ATHM) as of Q1 2014, down from 60 in Q4 2013.
- Funds reported $273M of Autohome stock for Q1 2014, down 60% quarter-over-quarter.
- 24 funds opened new Autohome positions in Q1 2014 and 33 closed out, a net change of -9 holders.
- The largest Autohome buyer in Q1 2014 was Platinum Investment Management, an estimated $34.2M added.
- The largest Autohome seller in Q1 2014 was T. Rowe Price Associates, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2014.