Autohome
ATHM
92 hedge funds and large institutions have $780M invested in Autohome in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 15 closing their positions.
220% more call options, than puts
Call options by funds: $7.45M | Put options by funds: $2.33M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
21% more capital invested
Capital invested by funds: $645M → $780M (+$135M)
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
8.66% more ownership
Funds ownership: 51.24% → 59.9% (+8.7%)
2% more funds holding
Funds holding: 90 → 92 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$41.7M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$31.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$21.9M |
| 4 |
Select Equity Group
New York
|
+$16.4M |
| 5 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
-$31.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.6M |
| 3 |
TPC
Tiger Pacific Capital
New York
|
-$9.27M |
| 4 |
Millennium Management
New York
|
-$9.05M |
| 5 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
-$4.64M |
ATHM Hedge Fund Activity: Q4 2016 in Review
92 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q4 2016, worth a combined $780M — up 21% from $645M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ATHM positions and 15 closed out — a net gain of 3 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $41.7M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $31.2M sold.
- 92 institutional investors held Autohome (ATHM) as of Q4 2016, up from 90 in Q3 2016.
- Funds reported $780M of Autohome stock for Q4 2016, up 21% quarter-over-quarter.
- 18 funds opened new Autohome positions in Q4 2016 and 15 closed out, a net change of +3 holders.
- The largest Autohome buyer in Q4 2016 was Macquarie Group, an estimated $41.7M added.
- The largest Autohome seller in Q4 2016 was Jericho Capital Asset Management, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2016.