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KE Holdings

276 hedge funds and large institutions have $7.74B invested in KE Holdings in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

18% more call options, than puts

Call options by funds: $310M | Put options by funds: $262M

7% more funds holding

Funds holding: 257276 (+19)

7% more capital invested

Capital invested by funds: $7.23B → $7.74B (+$505M)

0.5% more ownership

Funds ownership: 12.89%13.39% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

Holders
276
Holders Change
+19
Holders Change %
+7.39%
% of All Funds
4.02%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
46
Increased
100
Reduced
105
Closed
24
Calls
$310M
Puts
$262M
Net Calls
+$48.3M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$553M +$231M +14,941,856 +78%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$545M +$69M +4,461,816 +15%
BlackRock
3
BlackRock
New York
$476M -$10.5M -677,422 -2%
HA
4
HHLR Advisors
Cayman Islands
$474M -$22.3M -1,440,877 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$415M +$728K +47,050 +0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$305M +$31.1M +2,008,418 +12%
CCM
7
CoreView Capital Management
Hong Kong
$261M +$4.37M +282,198 +2%
KFA
8
Krane Funds Advisors
New York
$240M +$1.42M +91,839 +0.6%
Capital World Investors
9
Capital World Investors
California
$225M +$42.7M +2,763,209 +25%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$181M +$30.8M +1,989,686 +22%
State Street
11
State Street
Massachusetts
$178M +$4.43M +286,552 +3%
Goldman Sachs
12
Goldman Sachs
New York
$166M -$80.8M -5,224,126 -34%
HM
13
HCEP Management
Hong Kong
$145M -$14.3M -921,310 -9%
Renaissance Technologies
14
Renaissance Technologies
New York
$141M -$7.7M -498,100 -5%
MGIM
15
M&G Investment Management
United Kingdom
$127M +$16.5M +1,065,949 +16%
Fidelity International
16
Fidelity International
Bermuda
$104M -$3.61M -233,638 -4%
MICM
17
Matthews International Capital Management
California
$100M -$27.8M -1,799,618 -23%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$89.7M +$1.76M +113,910 +2%
SUT
19
SC US (TTGP)
California
$88.9M
Viking Global Investors
20
Viking Global Investors
Connecticut
$85.7M +$10.3M +665,000 +14%
Artisan Partners
21
Artisan Partners
Wisconsin
$83.1M -$12.9M -836,604 -14%
EFM
22
E Fund Management
China
$81.8M -$1.02M -66,116 -1%
Coatue Management
23
Coatue Management
New York
$81.3M +$48.8M +3,155,995 +170%
CG
24
Carmignac Gestion
France
$81M -$8.31M -537,072 -10%
FCM
25
Farallon Capital Management
California
$77.1M

BEKE Hedge Fund Activity: Q4 2023 in Review

276 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KE Holdings (BEKE) for Q4 2023, worth a combined $7.74B — up 7% from $7.23B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BEKE positions and 24 closed out — a net gain of 22 holders — while 100 added to existing stakes and 105 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $231M. The largest seller was Norges Bank, cutting an estimated $128M.

  • 276 institutional investors held KE Holdings (BEKE) as of Q4 2023, up from 257 in Q3 2023.
  • Funds reported $7.74B of KE Holdings stock for Q4 2023, up 7% quarter-over-quarter.
  • 46 funds opened new KE Holdings positions in Q4 2023 and 24 closed out, a net change of +22 holders.
  • The largest KE Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $231M added.
  • The largest KE Holdings seller in Q4 2023 was Norges Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2023.