Autohome
ATHM
110 hedge funds and large institutions have $896M invested in Autohome in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 18 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 30
4% less funds holding
Funds holding: 114 → 110 (-4)
8.93% less ownership
Funds ownership: 73.79% → 64.85% (-8.9%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
30% less capital invested
Capital invested by funds: $1.27B → $896M (-$379M)
77% less call options, than puts
Call options by funds: $2.03M | Put options by funds: $8.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$36.3M |
| 2 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
+$18.9M |
| 3 |
Lazard Asset Management
New York
|
+$11.6M |
| 4 |
Morgan Stanley
New York
|
+$10.7M |
| 5 |
SCMC
Serenity Capital Management (Cayman)
George Town,
Cayman Islands
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$175M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$49.4M |
| 3 |
TCG
Tremblant Capital Group
West Palm Beach,
Florida
|
-$20M |
| 4 |
Goldman Sachs
New York
|
-$13.2M |
| 5 |
VCP
Vernier Capital Partners
New York
|
-$12.1M |
ATHM Hedge Fund Activity: Q1 2016 in Review
110 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q1 2016, worth a combined $896M — down 30% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of ATHM and 15 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 49 added.
The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $36.3M. The largest seller was Tiger Global Management, exiting entirely with an estimated $175M sold.
- 110 institutional investors held Autohome (ATHM) as of Q1 2016, down from 114 in Q4 2015.
- Funds reported $896M of Autohome stock for Q1 2016, down 30% quarter-over-quarter.
- 15 funds opened new Autohome positions in Q1 2016 and 18 closed out, a net change of -3 holders.
- The largest Autohome buyer in Q1 2016 was Kayne Anderson Rudnick Investment Management, an estimated $36.3M added.
- The largest Autohome seller in Q1 2016 was Tiger Global Management, an estimated $175M sold.
Based on aggregated 13F filings for Q1 2016.