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Coupang

429 hedge funds and large institutions have $22.5B invested in Coupang in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 147 increasing their positions, 130 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $450M | Put options by funds: $92.6M

47% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 60

13% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 130

6% more ownership

Funds ownership: 80.13%86.14% (+6%)

6% more funds holding

Funds holding: 405429 (+24)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

2% more capital invested

Capital invested by funds: $22B → $22.5B (+$543M)

Holders
429
Holders Change
+24
Holders Change %
+5.93%
% of All Funds
6.25%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.5%
New
88
Increased
147
Reduced
130
Closed
60
Calls
$450M
Puts
$92.6M
Net Calls
+$357M
Net Calls Change
+$234M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$255K
NYLIM
302
New York Life Investment Management
New York
$254K +$35.8K +2,170 +16%
TRCT
303
Tower Research Capital (TRC)
New York
$249K +$237K +14,351 +1,384%
GWM
304
Geneos Wealth Management
Colorado
$247K +$169K +10,250 +205%
Truist Financial
305
Truist Financial
North Carolina
$246K -$5.51K -334 -2%
BFG
306
Bleakley Financial Group
New Jersey
$246K -$4.13K -250 -2%
SS
307
Simplicity Solutions
Minnesota
$246K -$4.13K -250 -2%
TFS
308
Thoroughbred Financial Services
Tennessee
$243K -$9.29K -563 -4%
GAG
309
GM Advisory Group
New York
$241K +$246K +14,915 New
WAM
310
Weiss Asset Management
Massachusetts
$241K +$245K +14,860 New
NICM
311
Neo Ivy Capital Management
New York
$240K -$318K -19,288 -57%
US Bancorp
312
US Bancorp
Minnesota
$230K +$140K +8,461 +148%
Creative Planning
313
Creative Planning
Kansas
$226K -$33.6K -2,033 -13%
KFA
314
Krane Funds Advisors
New York
$223K -$41K -2,487 -15%
SP
315
Systematic Portfolios
New York
$223K +$227K +13,772 New
BWP
316
BSW Wealth Partners
Colorado
$221K -$15K -910 -6%
NIG
317
NFJ Investment Group
Texas
$220K -$31.5K -1,907 -12%
AG
318
AlTi Global
New York
$214K +$218K +13,219 New
AGM
319
Alpine Global Management
New York
$207K +$46.2K +2,800 +28%
HCA
320
Harbour Capital Advisors
Virginia
$203K +$217K +13,125 New
GCP
321
GSA Capital Partners
United Kingdom
$203K -$776K -47,019 -79%
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K
PCM
323
Prelude Capital Management
New York
$199K +$203K +12,300 New
MM
324
MQS Management
New York
$198K +$202K +12,220 New
SPA
325
Sherbrooke Park Advisers
New York
$198K +$202K +12,219 New