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GDS Holdings
GDS

169 hedge funds and large institutions have $2.62B invested in GDS Holdings in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $62.2M | Put options by funds: $15.2M

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

109% more capital invested

Capital invested by funds: $1.26B → $2.62B (+$1.37B)

60% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 43

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

18% more funds holding

Funds holding: 143 → 169 (+26)

1.96% more ownership

Funds ownership: 5.87% → 7.83% (+2%)

Holders
169
Holders Change
+26
Holders Change %
+18.18%
% of All Funds
3.66%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.28%
New
42
Increased
69
Reduced
43
Closed
15
Calls
$62.2M
Puts
$15.2M
Net Calls
+$47M
Net Calls Change
+$27.8M

Top Buyers

1
STT
Singapore Technologies Telemedia
Singapore
+$193M
2
American Century Companies
American Century Companies
Missouri
+$82.6M
3
TIM
Thornburg Investment Management
New Mexico
+$50.9M
4
BAMCO Inc
BAMCO Inc
New York
+$50.4M
5
LSCM
Light Street Capital Management
California
+$39.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$22.7M
2
Aviva
Aviva
United Kingdom
-$15.4M
3
TA
Teachers Advisors
New York
-$10.2M
4
NSLI
Nan Shan Life Insurance
Taiwan
-$9.22M
5
ZP
Zimmer Partners
New York
-$9M
Name Holding Trade Value Shares
Change 		Change in
Stake
STT
1
Singapore Technologies Telemedia
Singapore
$484M +$193M +6,373,134 +89%
1WCM
2
12 West Capital Management
New York
$390M +$6.05M +200,018 +2%
American Century Companies
3
American Century Companies
Missouri
$200M +$82.6M +2,728,377 +94%
BlackRock
4
BlackRock
New York
$151M +$9.38M +309,771 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$95.7M +$9.67M +319,481 +14%
Federated Hermes
6
Federated Hermes
Pennsylvania
$87.6M +$3.03M +100,000 +4%
BAMCO Inc
7
BAMCO Inc
New York
$75.2M +$50.4M +1,665,931 +377%
Vanguard Group
8
Vanguard Group
Pennsylvania
$65.5M +$7.87M +259,872 +16%
TIM
9
Thornburg Investment Management
New Mexico
$60M +$50.9M +1,681,645 New
KM
10
Kylin Management
New York
$57.4M +$17M +560,700 +54%
MCM
11
Moore Capital Management
New York
$53.5M +$21.2M +700,000 +88%
LSCM
12
Light Street Capital Management
California
$46.4M +$39.4M +1,301,200 New
Cerity Partners
13
Cerity Partners
New York
$43.7M +$5.11M +168,915 +16%
TCM
14
Tekne Capital Management
New York
$42.2M +$24M +793,144 +203%
AACA
15
American Assets Capital Advisers
California
$41.5M -$2.47M -81,723 -7%
NSLI
16
Nan Shan Life Insurance
Taiwan
$41.2M -$9.22M -304,484 -21%
State Street
17
State Street
Massachusetts
$41M +$3.33M +110,071 +11%
BM
18
Bridger Management
New York
$39.5M -$8.59M -283,794 -20%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$29.9M +$22.1M +729,857 +677%
WCP
20
Waterfront Capital Partners
New York
$24.2M +$7.92M +261,536 +63%
TA
21
Teachers Advisors
New York
$24M -$10.2M -337,141 -33%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$22.8M +$4.27M +141,100 +28%
Bank of America
23
Bank of America
North Carolina
$22M +$5.35M +176,913 +40%
TP
24
Toronado Partners
California
$21.2M +$4.96M +163,928 +38%
N
25
Nuveen
North Carolina
$21M +$493K +16,306 +3%
1
2 3 4 5

GDS Hedge Fund Activity: Q1 2019 in Review

169 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in GDS Holdings (GDS) for Q1 2019, worth a combined $2.62B — up 109% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new GDS positions and 15 closed out — a net gain of 27 holders — while 69 added to existing stakes and 43 trimmed.

The largest buyer was Singapore Technologies Telemedia, adding an estimated $193M. The largest seller was Goldman Sachs, cutting an estimated $22.7M.

  • 169 institutional investors held GDS Holdings (GDS) as of Q1 2019, up from 143 in Q4 2018.
  • Funds reported $2.62B of GDS Holdings stock for Q1 2019, up 109% quarter-over-quarter.
  • 42 funds opened new GDS Holdings positions in Q1 2019 and 15 closed out, a net change of +27 holders.
  • The largest GDS Holdings buyer in Q1 2019 was Singapore Technologies Telemedia, an estimated $193M added.
  • The largest GDS Holdings seller in Q1 2019 was Goldman Sachs, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2019.