Baozun
BZUN
93 hedge funds and large institutions have $118M invested in Baozun in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 17 closing their positions.
1,012% more call options, than puts
Call options by funds: $6.84M | Put options by funds: $615K
41% more capital invested
Capital invested by funds: $83.5M → $118M (+$34.2M)
2.14% more ownership
Funds ownership: 10% → 12.14% (+2.1%)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more funds holding
Funds holding: 93 → 93 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.23M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$5.61M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.19M |
| 4 |
RFM
RPD Fund Management
New York
|
+$3.24M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Pinpoint Asset Management
Hong Kong
|
-$3.73M |
| 2 |
Renaissance Technologies
New York
|
-$2.01M |
| 3 |
Barclays
London,
United Kingdom
|
-$1.37M |
| 4 |
CANY
Caxton Associates (New York)
New York
|
-$1.09M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$873K |
BZUN Hedge Fund Activity: Q1 2023 in Review
93 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Baozun (BZUN) for Q1 2023, worth a combined $118M — up 41% from $83.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BZUN positions and 17 closed out — a net gain of 1 holder — while 28 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.23M. The largest seller was Pinpoint Asset Management, cutting an estimated $3.73M.
- 93 institutional investors held Baozun (BZUN) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $118M of Baozun stock for Q1 2023, up 41% quarter-over-quarter.
- 18 funds opened new Baozun positions in Q1 2023 and 17 closed out, a net change of +1 holder.
- The largest Baozun buyer in Q1 2023 was Morgan Stanley, an estimated $7.23M added.
- The largest Baozun seller in Q1 2023 was Pinpoint Asset Management, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2023.