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Autohome

91 hedge funds and large institutions have $1.19B invested in Autohome in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $5.54M | Put options by funds: $3.24M

1.45% more ownership

Funds ownership: 72.49%73.94% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

25% less funds holding

Funds holding: 12191 (-30)

34% less capital invested

Capital invested by funds: $1.81B → $1.19B (-$622M)

67% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 45

Holders
91
Holders Change
-30
Holders Change %
-24.79%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
33
Reduced
33
Closed
45
Calls
$5.54M
Puts
$3.24M
Net Calls
+$2.3M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$284M
Morgan Stanley
2
Morgan Stanley
New York
$138M -$75M -2,097,292 -33%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$118M +$87.3M +2,442,461 +207%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$116M +$79.4M +2,222,369 +167%
Goldman Sachs
5
Goldman Sachs
New York
$98.1M -$1.29M -35,971 -1%
Select Equity Group
6
Select Equity Group
New York
$77.8M +$48M +1,342,474 +128%
VAM
7
Vontobel Asset Management
New York
$62.2M +$1.57M +43,800 +2%
PCM
8
Prime Capital Management
Hong Kong
$50.7M +$42.5M +1,189,260 +322%
DCM
9
Discovery Capital Management
Connecticut
$24.9M +$27.4M +765,999 New
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$21.8M +$6.3M +176,300 +36%
UBS Group
11
UBS Group
Switzerland
$18.7M -$54.2M -1,516,726 -73%
GAM
12
Greenwoods Asset Management
Cayman Islands
$18.5M +$20.4M +570,000 New
TI
13
Think Investments
California
$17.1M +$7.59M +212,311 +68%
Wells Fargo
14
Wells Fargo
California
$16.3M +$10.3M +288,161 +135%
DCP
15
DSM Capital Partners
Florida
$14.4M +$4.97M +139,135 +46%
Fidelity International
16
Fidelity International
Bermuda
$10.5M -$4.6M -128,679 -29%
MICM
17
Matthews International Capital Management
California
$8.74M
VanEck Associates
18
VanEck Associates
New York
$6.76M +$7.43M +207,830 New
SCH
19
Sylebra Capital (HK)
Hong Kong
$6.69M -$17.3M -484,090 -70%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$6.31M -$8.61M -241,014 -55%
CS
21
Candriam SCA
Luxembourg
$5.3M +$5.83M +163,000 New
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$4.92M +$1.02M +28,590 +23%
TAM
23
Todd Asset Management
Kentucky
$4.66M -$65K -1,819 -1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.1M -$16M -446,924 -78%
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$3.9M

ATHM Hedge Fund Activity: Q3 2015 in Review

91 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q3 2015, worth a combined $1.19B — down 34% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ATHM and 15 opened new positions — a net loss of 30 holders — while 33 trimmed existing stakes and 33 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $87.3M. The largest seller was Morgan Stanley, cutting an estimated $75M.

  • 91 institutional investors held Autohome (ATHM) as of Q3 2015, down from 121 in Q2 2015.
  • Funds reported $1.19B of Autohome stock for Q3 2015, down 34% quarter-over-quarter.
  • 15 funds opened new Autohome positions in Q3 2015 and 45 closed out, a net change of -30 holders.
  • The largest Autohome buyer in Q3 2015 was Kayne Anderson Rudnick Investment Management, an estimated $87.3M added.
  • The largest Autohome seller in Q3 2015 was Morgan Stanley, an estimated $75M sold.

Based on aggregated 13F filings for Q3 2015.