Youdao
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Krane Funds Advisors
New York
|
+$1.93M |
| 2 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$1.55M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$1.1M |
| 4 |
BlackRock
New York
|
+$812K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$13.9M |
| 2 |
Goldman Sachs
New York
|
-$3.2M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$3.17M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$911K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$612K |
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.