Autohome
ATHM
47 hedge funds and large institutions have $902M invested in Autohome in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 22 closing their positions.
230% more capital invested
Capital invested by funds: $273M → $902M (+$628M)
41.16% more ownership
Funds ownership: 19.59% → 60.75% (+41%)
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
4% less funds holding
Funds holding: 49 → 47 (-2)
68% less call options, than puts
Call options by funds: $827K | Put options by funds: $2.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$63.5M |
| 2 |
PCM
Prime Capital Management
Hong Kong
|
+$36.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$32.5M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$17.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$9.44M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$7.73M |
| 3 |
JP Morgan Chase
New York
|
-$6.48M |
| 4 |
TCM
TCS Capital Management
New York
|
-$5.8M |
| 5 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$4.97M |
ATHM Hedge Fund Activity: Q2 2014 in Review
47 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q2 2014, worth a combined $902M — up 230% from $273M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of ATHM and 20 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Vontobel Asset Management, adding an estimated $63.5M. The largest seller was Bogle Investment Management, exiting entirely with an estimated $9.44M sold.
- 47 institutional investors held Autohome (ATHM) as of Q2 2014, down from 49 in Q1 2014.
- Funds reported $902M of Autohome stock for Q2 2014, up 230% quarter-over-quarter.
- 20 funds opened new Autohome positions in Q2 2014 and 22 closed out, a net change of -2 holders.
- The largest Autohome buyer in Q2 2014 was Vontobel Asset Management, an estimated $63.5M added.
- The largest Autohome seller in Q2 2014 was Bogle Investment Management, an estimated $9.44M sold.
Based on aggregated 13F filings for Q2 2014.