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Coupang

479 hedge funds and large institutions have $23.2B invested in Coupang in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 155 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $483M | Put options by funds: $151M

104% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 52

15% more funds holding in top 10

Funds holding in top 10: 3439 (+5)

12% more funds holding

Funds holding: 429479 (+50)

7% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 145

3% more capital invested

Capital invested by funds: $22.5B → $23.2B (+$673M)

5.68% less ownership

Funds ownership: 86.14%80.45% (-5.7%)

Holders
479
Holders Change
+50
Holders Change %
+11.66%
% of All Funds
6.9%
Holding in Top 10
39
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.71%
% of All Funds
0.56%
New
106
Increased
155
Reduced
145
Closed
52
Calls
$483M
Puts
$151M
Net Calls
+$331M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAU
1
SB Investment Advisers (UK)
United Kingdom
$6.22B -$763M -46,614,154 -12%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$3B +$378M +23,076,870 +16%
Morgan Stanley
3
Morgan Stanley
New York
$1.55B -$1.39B -84,764,908 -49%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.4B +$309M +18,894,909 +32%
Capital International Investors
5
Capital International Investors
California
$974M -$2.57M -157,245 -0.3%
MC
6
Maverick Capital
Texas
$965M -$307M -18,781,036 -26%
WCM Investment Management
7
WCM Investment Management
California
$799M +$704M +43,015,433 +2,251%
BlackRock
8
BlackRock
New York
$518M +$707K +43,205 +0.1%
MIOT
9
Massachusetts Institute of Technology
Massachusetts
$511M
Norges Bank
10
Norges Bank
Norway
$439M +$150M +9,168,071 +59%
DFO
11
Duquesne Family Office
New York
$400M -$7.45M -455,090 -2%
DIG
12
Dragoneer Investment Group
California
$342M +$31.3M +1,912,785 +11%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$328M -$20.3M -1,240,263 -6%
PC
14
PointState Capital
New York
$275M +$20.6M +1,256,401 +9%
Capital World Investors
15
Capital World Investors
California
$253M -$206M -12,599,764 -47%
FT
16
Fiduciary Trust
Massachusetts
$236M -$1.42M -87,000 -0.7%
State Street
17
State Street
Massachusetts
$234M +$5.13M +313,498 +2%
Sands Capital Management
18
Sands Capital Management
Virginia
$234M -$21M -1,284,294 -9%
ACM
19
Abrams Capital Management
Massachusetts
$232M
FAM
20
Foxhaven Asset Management
Virginia
$213M -$5.06M -309,104 -3%
HCM
21
HMI Capital Management
California
$192M +$145M +8,851,707 +461%
DCP
22
Durable Capital Partners
Maryland
$165M +$152M +9,264,645 New
Gates Foundation Trust
23
Gates Foundation Trust
Washington
$165M
GCP
24
Greenoaks Capital Partners
California
$159M
KCMH
25
Kontiki Capital Management (HK)
Hong Kong
$155M +$2.62M +159,900 +2%

CPNG Hedge Fund Activity: Q1 2024 in Review

479 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Coupang (CPNG) for Q1 2024, worth a combined $23.2B — up 3% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CPNG positions and 52 closed out — a net gain of 54 holders — while 155 added to existing stakes and 145 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $704M. The largest seller was Morgan Stanley, cutting an estimated $1.39B.

  • 479 institutional investors held Coupang (CPNG) as of Q1 2024, up from 429 in Q4 2023.
  • Funds reported $23.2B of Coupang stock for Q1 2024, up 3% quarter-over-quarter.
  • 106 funds opened new Coupang positions in Q1 2024 and 52 closed out, a net change of +54 holders.
  • The largest Coupang buyer in Q1 2024 was WCM Investment Management, an estimated $704M added.
  • The largest Coupang seller in Q1 2024 was Morgan Stanley, an estimated $1.39B sold.

Based on aggregated 13F filings for Q1 2024.