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DAO

Youdao
DAO

40 hedge funds and large institutions have $116M invested in Youdao in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,729% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $7K

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

48% more funds holding

Funds holding: 27 → 40 (+13)

27% more capital invested

Capital invested by funds: $91.6M → $116M (+$24.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.46% less ownership

Funds ownership: 61.89% → 57.43% (-4.5%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
40
Holders Change
+13
Holders Change %
+48.15%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
7
Reduced
10
Closed
1
Calls
$1.04M
Puts
$7K
Net Calls
+$1.03M
Net Calls Change
+$818K

Top Buyers

Rank Fund Capital Flow
1
NI
NetEase Inc
China
+$1.44M
2
Renaissance Technologies
Renaissance Technologies
New York
+$762K
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$409K
4
GCP
GSA Capital Partners
United Kingdom
+$377K
5
Citadel Advisors
Citadel Advisors
Florida
+$267K

Top Sellers

Rank Fund Capital Flow
1
CFM
Coronation Fund Managers
South Africa
-$9.57M
2
OAG
Orbis Allan Gray
Bermuda
-$1.64M
3
BlackRock
BlackRock
New York
-$255K
4
N
Nuveen
North Carolina
-$97.1K
5
Morgan Stanley
Morgan Stanley
New York
-$77K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$64.2K -$880 -203 -2%
VF
27
Virtu Financial
New York
$57K -$36.1K -8,330 -44%
CS
28
Credit Suisse
Switzerland
$31.6K +$104 +24 +0.4%
Legal & General Group
29
Legal & General Group
United Kingdom
$26.4K – – –
QT
30
Quantbot Technologies
New York
$13.4K +$10.8K +2,500 New
BWL
31
Bogart Wealth LLC
Virginia
$12.4K – – –
SPM
32
Symmetry Peak Management
Pennsylvania
$11.9K +$9.58K +2,208 New
Bank of America
33
Bank of America
North Carolina
$11.3K -$256 -59 -3%
CLOS
34
Compagnie Lombard Odier SCmA
Switzerland
$11K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$11K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$11K +$8.73K +2,012 New
BTI
37
Blue Trust Inc
Georgia
$1K +$629 +145 New
HI
38
Harbour Investments
Wisconsin
$269 – – –
Citigroup
39
Citigroup
New York
$215 – – –
UBS Group
40
UBS Group
Switzerland
$5 – – –
Group One Trading
41
Group One Trading
Illinois
– -$18.4K -4,232 Closed
1
2

DAO Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q4 2022, worth a combined $116M — up 27% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DAO positions and 1 closed out — a net gain of 13 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was NetEase Inc, adding an estimated $1.44M. The largest seller was Coronation Fund Managers, cutting an estimated $9.57M.

  • 40 institutional investors held Youdao (DAO) as of Q4 2022, up from 27 in Q3 2022.
  • Funds reported $116M of Youdao stock for Q4 2022, up 27% quarter-over-quarter.
  • 14 funds opened new Youdao positions in Q4 2022 and 1 closed out, a net change of +13 holders.
  • The largest Youdao buyer in Q4 2022 was NetEase Inc, an estimated $1.44M added.
  • The largest Youdao seller in Q4 2022 was Coronation Fund Managers, an estimated $9.57M sold.

Based on aggregated 13F filings for Q4 2022.