Autohome
ATHM
209 hedge funds and large institutions have $4.25B invested in Autohome in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 65 reducing their positions, and 20 closing their positions.
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
46% more capital invested
Capital invested by funds: $2.9B → $4.25B (+$1.35B)
11% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 65
8% more funds holding
Funds holding: 193 → 209 (+16)
3.65% more ownership
Funds ownership: 38.23% → 41.88% (+3.7%)
15% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$322M |
| 2 |
Bank of New York Mellon
New York
|
+$73.8M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$47.2M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$43.4M |
| 5 |
Barclays
London,
United Kingdom
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$65.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$60.6M |
| 3 |
KPC
Karst Peak Capital
Hong Kong
|
-$54M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$40.2M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$31.6M |
ATHM Hedge Fund Activity: Q1 2018 in Review
209 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q1 2018, worth a combined $4.25B — up 46% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ATHM positions and 20 closed out — a net gain of 18 holders — while 72 added to existing stakes and 65 trimmed.
The largest buyer was Orbis Allan Gray, opening a new position worth an estimated $322M. The largest seller was Invesco, cutting an estimated $65.2M.
- 209 institutional investors held Autohome (ATHM) as of Q1 2018, up from 193 in Q4 2017.
- Funds reported $4.25B of Autohome stock for Q1 2018, up 46% quarter-over-quarter.
- 38 funds opened new Autohome positions in Q1 2018 and 20 closed out, a net change of +18 holders.
- The largest Autohome buyer in Q1 2018 was Orbis Allan Gray, an estimated $322M added.
- The largest Autohome seller in Q1 2018 was Invesco, an estimated $65.2M sold.
Based on aggregated 13F filings for Q1 2018.