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Coupang

360 hedge funds and large institutions have $22.6B invested in Coupang in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 106 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $149M | Put options by funds: $67.4M

13% more capital invested

Capital invested by funds: $20.1B → $22.6B (+$2.51B)

2.58% more ownership

Funds ownership: 78.37%80.96% (+2.6%)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0% more funds holding

Funds holding: 360360 (0)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 106

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
360
Holders Change
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
58
Increased
96
Reduced
106
Closed
57
Calls
$149M
Puts
$67.4M
Net Calls
+$81.7M
Net Calls Change
+$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$7.42B
Morgan Stanley
2
Morgan Stanley
New York
$1.96B -$175M -10,736,539 -9%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.93B -$15.9M -975,722 -0.9%
MC
4
Maverick Capital
Texas
$1.38B +$85.7M +5,256,138 +7%
Capital International Investors
5
Capital International Investors
California
$1.1B +$188M +11,528,981 +22%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$983M +$70.4M +4,317,127 +8%
BlackRock
7
BlackRock
New York
$587M +$370M +22,708,662 +206%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$514M -$30.1M -1,844,910 -6%
MIOT
9
Massachusetts Institute of Technology
Massachusetts
$499M
Capital World Investors
10
Capital World Investors
California
$465M +$31.6M +1,936,311 +8%
DFO
11
Duquesne Family Office
New York
$364M +$10.1M +620,100 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$339M +$8.71M +534,558 +3%
Viking Global Investors
13
Viking Global Investors
Connecticut
$266M +$129M +7,893,752 +106%
Norges Bank
14
Norges Bank
Norway
$256M -$12.2M -745,480 -5%
Sands Capital Management
15
Sands Capital Management
Virginia
$237M +$29M +1,777,182 +15%
FT
16
Fiduciary Trust
Massachusetts
$235M +$978K +60,000 +0.4%
ACM
17
Abrams Capital Management
Massachusetts
$227M -$6.88M -422,000 -3%
State Street
18
State Street
Massachusetts
$206M +$172M +10,540,635 +801%
FAM
19
Foxhaven Asset Management
Virginia
$198M
SP
20
ShawSpring Partners
Massachusetts
$165M +$7.96M +488,455 +5%
Gates Foundation Trust
21
Gates Foundation Trust
Washington
$161M
GCP
22
Greenoaks Capital Partners
California
$156M
PC
23
PointState Capital
New York
$152M +$60.8M +3,730,744 +74%
KCMH
24
Kontiki Capital Management (HK)
Hong Kong
$147M -$3.16M -194,100 -2%
DSA
25
Davis Selected Advisers
Arizona
$113M +$510K +31,257 +0.5%

CPNG Hedge Fund Activity: Q2 2023 in Review

360 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coupang (CPNG) for Q2 2023, worth a combined $22.6B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CPNG positions and 57 closed out — a net gain of 1 holder — while 96 added to existing stakes and 106 trimmed.

The largest buyer was BlackRock, adding an estimated $370M. The largest seller was Morgan Stanley, cutting an estimated $175M.

  • 360 institutional investors held Coupang (CPNG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $22.6B of Coupang stock for Q2 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Coupang positions in Q2 2023 and 57 closed out, a net change of +1 holder.
  • The largest Coupang buyer in Q2 2023 was BlackRock, an estimated $370M added.
  • The largest Coupang seller in Q2 2023 was Morgan Stanley, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2023.