Autohome
ATHM
113 hedge funds and large institutions have $1.11B invested in Autohome in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 9 closing their positions.
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
43% more capital invested
Capital invested by funds: $780M → $1.11B (+$333M)
23% more funds holding
Funds holding: 92 → 113 (+21)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
28% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 40
29.74% less ownership
Funds ownership: 59.9% → 30.17% (-30%)
40% less call options, than puts
Call options by funds: $2.25M | Put options by funds: $3.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$52.5M |
| 2 |
Select Equity Group
New York
|
+$40M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$24M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$16.2M |
| 5 |
Janus Henderson Group
London,
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$42.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$24.6M |
| 3 |
SIM
Summitview Investment Management
Grand Cayman,
Cayman Islands
|
-$19.5M |
| 4 |
TPC
Tiger Pacific Capital
New York
|
-$17.6M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$12.4M |
ATHM Hedge Fund Activity: Q1 2017 in Review
113 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q1 2017, worth a combined $1.11B — up 43% from $780M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new ATHM positions and 9 closed out — a net gain of 22 holders — while 29 added to existing stakes and 40 trimmed.
The largest buyer was Ninety One (UK), opening a new position worth an estimated $52.5M. The largest seller was Greenwoods Asset Management, cutting an estimated $42.3M.
- 113 institutional investors held Autohome (ATHM) as of Q1 2017, up from 92 in Q4 2016.
- Funds reported $1.11B of Autohome stock for Q1 2017, up 43% quarter-over-quarter.
- 31 funds opened new Autohome positions in Q1 2017 and 9 closed out, a net change of +22 holders.
- The largest Autohome buyer in Q1 2017 was Ninety One (UK), an estimated $52.5M added.
- The largest Autohome seller in Q1 2017 was Greenwoods Asset Management, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2017.