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Coupang

360 hedge funds and large institutions have $20.1B invested in Coupang in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $129M | Put options by funds: $49.9M

8% more capital invested

Capital invested by funds: $18.6B → $20.1B (+$1.46B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 105

0.98% less ownership

Funds ownership: 79.35%78.37% (-0.98%)

4% less funds holding

Funds holding: 375360 (-15)

20% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 60

Holders
360
Holders Change
-15
Holders Change %
-4%
% of All Funds
5.74%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.48%
New
48
Increased
108
Reduced
105
Closed
60
Calls
$129M
Puts
$49.9M
Net Calls
+$79.4M
Net Calls Change
-$37.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
276
Soltis Investment Advisors
Utah
$160K
TCM
277
Tybourne Capital Management
Hong Kong
$157K +$152K +9,808 New
RCG
278
Rock Creek Group
District of Columbia
$155K +$150K +9,660 New
FWM
279
Focused Wealth Management
New York
$150K -$61.6K -3,977 -30%
Pacer Advisors
280
Pacer Advisors
Pennsylvania
$126K +$3.91K +252 +3%
Nomura Asset Management
281
Nomura Asset Management
Japan
$119K +$115K +7,413 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$113K
HT
283
Headlands Technologies
Illinois
$112K +$108K +6,983 New
SCV
284
Sands Capital Ventures
Virginia
$112K
JWM
285
Jupiter Wealth Management
Colorado
$106K -$470K -30,330 -82%
AAM
286
Advisors Asset Management
Colorado
$98.3K -$53.1K -3,427 -36%
US Bancorp
287
US Bancorp
Minnesota
$91.7K
GWM
288
Geneos Wealth Management
Colorado
$80K +$77.5K +5,000 New
IA
289
IFP Advisors
Florida
$68.2K +$1.15K +74 +6%
CT
290
Caldwell Trust
Florida
$64K
CLOS
291
Compagnie Lombard Odier SCmA
Switzerland
$59.2K
Asset Management One
292
Asset Management One
Japan
$53.5K -$3.05K -197 -6%
NL
293
NKCFO LLC
Illinois
$53K
RFA
294
Register Financial Advisors
Georgia
$44.8K
MA
295
Montag & Associates
Georgia
$44.6K +$31.9K +2,055 +281%
JEST
296
JTC Employer Solutions Trustee
Jersey
$40K
GWSG
297
GPS Wealth Strategies Group
Colorado
$40K +$38.7K +2,500 New
EWA
298
EverSource Wealth Advisors
Alabama
$39.9K -$16.3K -1,054 -30%
AF
299
Advisornet Financial
Minnesota
$39.2K -$65K -4,197 -63%
PI
300
PineBridge Investments
New York
$39.2K