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CMCM

Cheetah Mobile

49 hedge funds and large institutions have $52.2M invested in Cheetah Mobile in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 0.37%0.27% (-0.1%)

14% less funds holding

Funds holding: 5749 (-8)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

17% less call options, than puts

Call options by funds: $4.56M | Put options by funds: $5.51M

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

48% less capital invested

Capital invested by funds: $100M → $52.2M (-$48.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
12
Reduced
14
Closed
25
Calls
$4.56M
Puts
$5.51M
Net Calls
-$954K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$13.8M -$12.2K -200 -0.1%
Fidelity International
2
Fidelity International
Bermuda
$8.07M -$6.24M -101,978 -38%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.36M +$131K +2,143 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.86M +$3.66M +59,807 New
Morgan Stanley
5
Morgan Stanley
New York
$2.36M +$1.3M +21,187 +75%
Millennium Management
6
Millennium Management
New York
$2.05M +$2.63M +42,980 New
Invesco
7
Invesco
Georgia
$1.8M +$1.42M +23,172 +160%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.57M +$2.01M +32,850 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.52M +$1.45M +23,708 +295%
KFA
10
Krane Funds Advisors
New York
$1.35M -$8.31M -135,746 -83%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$1.17M
GCP
12
GSA Capital Partners
United Kingdom
$1.1M +$1.4M +22,940 New
SC
13
Sculptor Capital
New York
$989K +$1.27M +20,680 New
JP Morgan Chase
14
JP Morgan Chase
New York
$981K +$1.26M +20,514 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$945K +$965K +15,765 +394%
Citadel Advisors
16
Citadel Advisors
Florida
$889K +$1.14M +18,595 New
HI
17
HBK Investments
Texas
$879K +$1.13M +18,384 New
State Street
18
State Street
Massachusetts
$818K -$649K -10,602 -38%
PCM
19
Penserra Capital Management
California
$664K +$850K +13,894 New
ASP
20
Adams Street Partners
Illinois
$651K +$834K +13,627 New
PA
21
Profund Advisors
Maryland
$584K -$60.5K -989 -7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$567K +$107K +1,756 +17%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$505K +$310K +5,062 +92%
Goldman Sachs
24
Goldman Sachs
New York
$425K +$318K +5,202 +141%
PM
25
Parametrica Management
Hong Kong
$412K -$1.33M -21,661 -72%

CMCM Hedge Fund Activity: Q2 2018 in Review

49 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cheetah Mobile (CMCM) for Q2 2018, worth a combined $52.2M — down 48% from $100M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CMCM and 17 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 12 added.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $3.66M. The largest seller was All-Stars Investment, exiting entirely with an estimated $11.8M sold.

  • 49 institutional investors held Cheetah Mobile (CMCM) as of Q2 2018, down from 57 in Q1 2018.
  • Funds reported $52.2M of Cheetah Mobile stock for Q2 2018, down 48% quarter-over-quarter.
  • 17 funds opened new Cheetah Mobile positions in Q2 2018 and 25 closed out, a net change of -8 holders.
  • The largest Cheetah Mobile buyer in Q2 2018 was T. Rowe Price Associates, an estimated $3.66M added.
  • The largest Cheetah Mobile seller in Q2 2018 was All-Stars Investment, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2018.