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DAO

Youdao
DAO

35 hedge funds and large institutions have $165M invested in Youdao in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,574% more call options, than puts

Call options by funds: $698K | Put options by funds: $19K

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

3% less funds holding

Funds holding: 36 → 35 (-1)

4.02% less ownership

Funds ownership: 67.21% → 63.19% (-4%)

47% less capital invested

Capital invested by funds: $309M → $165M (-$144M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
6
Reduced
13
Closed
12
Calls
$698K
Puts
$19K
Net Calls
+$679K
Net Calls Change
-$720K

Top Buyers

Rank Fund Capital Flow
1
KFA
Krane Funds Advisors
New York
+$1.93M
2
CFM
Coronation Fund Managers
South Africa
+$1.55M
3
Norges Bank
Norges Bank
Norway
+$1.1M
4
BlackRock
BlackRock
New York
+$812K
5
Bank of America
Bank of America
North Carolina
+$406K

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$13.9M
2
Goldman Sachs
Goldman Sachs
New York
-$3.2M
3
OAG
Orbis Allan Gray
Bermuda
-$3.17M
4
Invesco
Invesco
Georgia
-$911K
5
CS
Credit Suisse
Switzerland
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$80K +$127K +11,199 New
FRM
27
Fox Run Management
Connecticut
$80K +$127K +11,203 New
Legal & General Group
28
Legal & General Group
United Kingdom
$35K – – –
TRCT
29
Tower Research Capital (TRC)
New York
$31K -$115K -10,086 -70%
Citigroup
30
Citigroup
New York
$16K -$140K -12,361 -84%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$14K -$18.8K -1,659 -45%
CLOS
32
Compagnie Lombard Odier SCmA
Switzerland
$14K – – –
UBS Group
33
UBS Group
Switzerland
$9K -$33.1K -2,912 -70%
Simplex Trading
34
Simplex Trading
Illinois
$9K +$14.9K +1,310 New
ED
35
Exane Derivatives
France
$92 +$148 +13 New
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
– -$386K -30,900 Closed
IEFM
37
IQ EQ Fund Management
Ireland
– -$273K -21,910 Closed
JG
38
Jefferies Group
New York
– -$261K -20,949 Closed
JP Morgan Chase
39
JP Morgan Chase
New York
– -$259K -20,776 Closed
Marshall Wace
40
Marshall Wace
United Kingdom
– -$257K -20,758 Closed
ECM
41
ExodusPoint Capital Management
New York
– -$162K -12,987 Closed
AGM
42
Alpine Global Management
New York
– -$157K -12,600 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$129K -11,349 Closed
SCH
44
Springs Capital (HK)
Hong Kong
– -$87K -7,000 Closed
Deutsche Bank
45
Deutsche Bank
Germany
– -$83K -6,650 Closed
Daiwa Securities Group
46
Daiwa Securities Group
Japan
– -$39K -3,100 Closed
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DAO Hedge Fund Activity: Q1 2022 in Review

35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q1 2022, worth a combined $165M — down 47% from $309M a quarter earlier.

Fund positioning in DAO was balanced in Q1 2022: 12 funds opened new positions, 12 closed out, 6 added to existing stakes and 13 trimmed.

The largest buyer was Krane Funds Advisors, adding an estimated $1.93M. The largest seller was UBS AM, cutting an estimated $13.9M.

  • 35 institutional investors held Youdao (DAO) as of Q1 2022, down from 36 in Q4 2021.
  • Funds reported $165M of Youdao stock for Q1 2022, down 47% quarter-over-quarter.
  • 12 funds opened new Youdao positions in Q1 2022 and 12 closed out, a net change of 0 holders.
  • The largest Youdao buyer in Q1 2022 was Krane Funds Advisors, an estimated $1.93M added.
  • The largest Youdao seller in Q1 2022 was UBS AM, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.