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KE Holdings

222 hedge funds and large institutions have $13.5B invested in KE Holdings in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 100 increasing their positions, 48 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 48

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

8% more funds holding

Funds holding: 206222 (+16)

0.22% more ownership

Funds ownership: 10.32%10.54% (+0.22%)

13% less capital invested

Capital invested by funds: $15.5B → $13.5B (-$2B)

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

63% less call options, than puts

Call options by funds: $56.8M | Put options by funds: $154M

Holders
222
Holders Change
+16
Holders Change %
+7.77%
% of All Funds
3.86%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.24%
New
56
Increased
100
Reduced
48
Closed
37
Calls
$56.8M
Puts
$154M
Net Calls
-$97.7M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$3.87B -$1.19B -23,359,182 -22%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$998M +$39.4M +770,744 +4%
BlackRock
3
BlackRock
New York
$721M +$408M +7,989,769 +112%
JP Morgan Chase
4
JP Morgan Chase
New York
$624M +$106M +2,071,401 +19%
LPC
5
Lone Pine Capital
Connecticut
$623M +$668M +13,069,217 New
TCM
6
Tybourne Capital Management
Hong Kong
$440M +$146M +2,848,340 +45%
Vanguard Group
7
Vanguard Group
Pennsylvania
$401M +$224M +4,387,539 +109%
WRCM
8
Whale Rock Capital Management
Massachusetts
$352M +$51.4M +1,006,468 +16%
AIM
9
ARK Investment Management
Florida
$277M -$194M -3,790,736 -40%
State Street
10
State Street
Massachusetts
$276M +$185M +3,630,430 +169%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$259M +$3.82M +74,740 +1%
HA
12
HHLR Advisors
Cayman Islands
$239M
Capital World Investors
13
Capital World Investors
California
$229M -$81.7M -1,598,337 -25%
Fidelity International
14
Fidelity International
Bermuda
$221M +$63M +1,232,365 +36%
NAMA
15
Nikko Asset Management Americas
New York
$220M -$24M -469,990 -9%
KFA
16
Krane Funds Advisors
New York
$197M +$57.5M +1,125,169 +37%
Artisan Partners
17
Artisan Partners
Wisconsin
$194M +$44.8M +876,202 +28%
DCP
18
D1 Capital Partners
New York
$185M
Invesco
19
Invesco
Georgia
$183M +$110M +2,149,272 +128%
HH
20
HSG Holding
Hong Kong
$143M
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$140M +$54.8M +1,072,862 +58%
UBS AM
22
UBS AM
Illinois
$138M +$42.8M +837,929 +41%
Norges Bank
23
Norges Bank
Norway
$122M +$12.4M +242,353 +10%
AMH
24
Aspex Management (HK)
Hong Kong
$119M
Tiger Global Management
25
Tiger Global Management
New York
$119M

BEKE Hedge Fund Activity: Q2 2021 in Review

222 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in KE Holdings (BEKE) for Q2 2021, worth a combined $13.5B — down 13% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BEKE positions and 37 closed out — a net gain of 19 holders — while 100 added to existing stakes and 48 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $668M. The largest seller was SB Investment Advisers (UK), cutting an estimated $1.19B.

  • 222 institutional investors held KE Holdings (BEKE) as of Q2 2021, up from 206 in Q1 2021.
  • Funds reported $13.5B of KE Holdings stock for Q2 2021, down 13% quarter-over-quarter.
  • 56 funds opened new KE Holdings positions in Q2 2021 and 37 closed out, a net change of +19 holders.
  • The largest KE Holdings buyer in Q2 2021 was Lone Pine Capital, an estimated $668M added.
  • The largest KE Holdings seller in Q2 2021 was SB Investment Advisers (UK), an estimated $1.19B sold.

Based on aggregated 13F filings for Q2 2021.