Autohome
ATHM
227 hedge funds and large institutions have $4.82B invested in Autohome in 2018 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 77 increasing their positions, 75 reducing their positions, and 42 closing their positions.
47% more call options, than puts
Call options by funds: $22.2M | Put options by funds: $15.1M
14% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 42
1% more funds holding
Funds holding: 224 → 227 (+3)
3% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 75
2% more capital invested
Capital invested by funds: $4.73B → $4.82B (+$89.7M)
0.51% more ownership
Funds ownership: 52.04% → 52.55% (+0.51%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$159M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$73.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$65.9M |
| 4 |
Lazard Asset Management
New York
|
+$55.4M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
-$140M |
| 2 |
Barclays
London,
United Kingdom
|
-$47M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$45M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$39.4M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$26.4M |
ATHM Hedge Fund Activity: Q4 2018 in Review
227 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Autohome (ATHM) for Q4 2018, worth a combined $4.82B — up 1.9% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ATHM positions and 42 closed out — a net gain of 6 holders — while 77 added to existing stakes and 75 trimmed.
The largest buyer was Orbis Allan Gray, adding an estimated $159M. The largest seller was Vontobel Asset Management, cutting an estimated $140M.
- 227 institutional investors held Autohome (ATHM) as of Q4 2018, up from 224 in Q3 2018.
- Funds reported $4.82B of Autohome stock for Q4 2018, up 1.9% quarter-over-quarter.
- 48 funds opened new Autohome positions in Q4 2018 and 42 closed out, a net change of +6 holders.
- The largest Autohome buyer in Q4 2018 was Orbis Allan Gray, an estimated $159M added.
- The largest Autohome seller in Q4 2018 was Vontobel Asset Management, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2018.