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Coupang

321 hedge funds and large institutions have $34.5B invested in Coupang in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 119 increasing their positions, 39 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 39

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

83% more funds holding in top 10

Funds holding in top 10: 1222 (+10)

42% more call options, than puts

Call options by funds: $366M | Put options by funds: $259M

22% more funds holding

Funds holding: 263321 (+58)

0.37% more ownership

Funds ownership: 78.97%79.35% (+0.37%)

33% less capital invested

Capital invested by funds: $51.3B → $34.5B (-$16.8B)

Holders
321
Holders Change
+58
Holders Change %
+22.05%
% of All Funds
5.62%
Holding in Top 10
22
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+83.33%
% of All Funds
0.39%
New
109
Increased
119
Reduced
39
Closed
47
Calls
$366M
Puts
$259M
Net Calls
+$108M
Net Calls Change
-$73.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$14.2B -$1.97B -57,000,000 -10%
GCP
2
Greenoaks Capital Partners
California
$5.83B -$2.47B -71,519,179 -25%
MC
3
Maverick Capital
Texas
$2.92B -$201M -5,822,925 -5%
Morgan Stanley
4
Morgan Stanley
New York
$1.9B +$1.83B +52,855,644 +340%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.5B +$500M +14,476,786 +37%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$1.37B +$455M +13,172,574 +37%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$620M +$589M +17,041,775 +326%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$588M +$69.8M +2,019,247 +11%
DFO
9
Duquesne Family Office
New York
$432M +$173M +4,990,729 +47%
SM
10
SCGE Management
California
$398M
FT
11
Fiduciary Trust
Massachusetts
$377M +$467M +13,522,840 New
BlackRock
12
BlackRock
New York
$325M -$919M -26,583,166 -69%
FAM
13
Foxhaven Asset Management
Virginia
$256M +$35.7M +1,032,728 +13%
DCP
14
Durable Capital Partners
Maryland
$236M +$194M +5,619,691 +197%
N
15
Nuveen
North Carolina
$187M -$3.13M -90,662 -1%
Capital International Investors
16
Capital International Investors
California
$182M +$226M +6,531,140 New
Capital World Investors
17
Capital World Investors
California
$180M +$5.18M +149,944 +2%
Gates Foundation Trust
18
Gates Foundation Trust
Washington
$159M
ACM
19
Abrams Capital Management
Massachusetts
$123M +$153M +4,414,276 New
IFA
20
Invus Financial Advisors
New York
$119M -$10.4M -300,000 -7%
DSA
21
Davis Selected Advisers
Arizona
$117M +$6.07M +175,541 +4%
SG
22
SCHF (GPE)
Wyoming
$106M -$288M -8,335,210 -69%
GCM
23
Ghisallo Capital Management
Massachusetts
$105M +$131M +3,786,356 New
Tiger Global Management
24
Tiger Global Management
New York
$99.5M
Bank of America
25
Bank of America
North Carolina
$95.9M +$41.9M +1,212,194 +54%

CPNG Hedge Fund Activity: Q3 2021 in Review

321 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coupang (CPNG) for Q3 2021, worth a combined $34.5B — down 33% from $51.3B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CPNG positions and 47 closed out — a net gain of 62 holders — while 119 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.83B. The largest seller was Greenoaks Capital Partners, cutting an estimated $2.47B.

  • 321 institutional investors held Coupang (CPNG) as of Q3 2021, up from 263 in Q2 2021.
  • Funds reported $34.5B of Coupang stock for Q3 2021, down 33% quarter-over-quarter.
  • 109 funds opened new Coupang positions in Q3 2021 and 47 closed out, a net change of +62 holders.
  • The largest Coupang buyer in Q3 2021 was Morgan Stanley, an estimated $1.83B added.
  • The largest Coupang seller in Q3 2021 was Greenoaks Capital Partners, an estimated $2.47B sold.

Based on aggregated 13F filings for Q3 2021.