KE Holdings
BEKE
207 hedge funds and large institutions have $5.05B invested in KE Holdings in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 95 increasing their positions, 51 reducing their positions, and 31 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 51
23% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 31
1% more funds holding
Funds holding: 204 → 207 (+3)
0.26% less ownership
Funds ownership: 15.42% → 15.16% (-0.26%)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
12% less call options, than puts
Call options by funds: $101M | Put options by funds: $114M
39% less capital invested
Capital invested by funds: $8.3B → $5.05B (-$3.25B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
+$194M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$187M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$183M |
| 4 |
CCM
CoreView Capital Management
Hong Kong
|
+$166M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGA
SB Global Advisers
London,
United Kingdom
|
-$639M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$623M |
| 3 |
DCP
D1 Capital Partners
New York
|
-$342M |
| 4 |
TCM
Tybourne Capital Management
Hong Kong
|
-$214M |
| 5 |
Coatue Management
New York
|
-$151M |
BEKE Hedge Fund Activity: Q1 2022 in Review
207 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KE Holdings (BEKE) for Q1 2022, worth a combined $5.05B — down 39% from $8.3B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new BEKE positions and 31 closed out — a net gain of 7 holders — while 95 added to existing stakes and 51 trimmed.
The largest buyer was Greenwoods Asset Management (HK), adding an estimated $194M. The largest seller was SB Global Advisers, cutting an estimated $639M.
- 207 institutional investors held KE Holdings (BEKE) as of Q1 2022, up from 204 in Q4 2021.
- Funds reported $5.05B of KE Holdings stock for Q1 2022, down 39% quarter-over-quarter.
- 38 funds opened new KE Holdings positions in Q1 2022 and 31 closed out, a net change of +7 holders.
- The largest KE Holdings buyer in Q1 2022 was Greenwoods Asset Management (HK), an estimated $194M added.
- The largest KE Holdings seller in Q1 2022 was SB Global Advisers, an estimated $639M sold.
Based on aggregated 13F filings for Q1 2022.