Baidu
BIDU
509 hedge funds and large institutions have $7.72B invested in Baidu in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 178 increasing their positions, 149 reducing their positions, and 87 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 149
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
2% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 87
0.03% more ownership
Funds ownership: 3.19% → 3.21% (+0.03%)
1% less funds holding
Funds holding: 513 → 509 (-4)
8% less capital invested
Capital invested by funds: $8.42B → $7.72B (-$705M)
16% less call options, than puts
Call options by funds: $829M | Put options by funds: $983M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
+$141M |
| 2 |
AL
Appaloosa LP
Short Hills,
New Jersey
|
+$125M |
| 3 |
Primecap Management
Pasadena,
California
|
+$97M |
| 4 |
BCIM
Black Creek Investment Management
Toronto,
Ontario, Canada
|
+$88.6M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$67.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$302M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$197M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$76.3M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
-$41.3M |
| 5 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$41M |
BIDU Hedge Fund Activity: Q1 2024 in Review
509 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baidu (BIDU) for Q1 2024, worth a combined $7.72B — down 8.4% from $8.42B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BIDU positions and 87 closed out — a net gain of 2 holders — while 178 added to existing stakes and 149 trimmed.
The largest buyer was Pictet Asset Management, adding an estimated $141M. The largest seller was Morgan Stanley, cutting an estimated $302M.
- 509 institutional investors held Baidu (BIDU) as of Q1 2024, down from 513 in Q4 2023.
- Funds reported $7.72B of Baidu stock for Q1 2024, down 8.4% quarter-over-quarter.
- 89 funds opened new Baidu positions in Q1 2024 and 87 closed out, a net change of +2 holders.
- The largest Baidu buyer in Q1 2024 was Pictet Asset Management, an estimated $141M added.
- The largest Baidu seller in Q1 2024 was Morgan Stanley, an estimated $302M sold.
Based on aggregated 13F filings for Q1 2024.