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GDS Holdings

227 hedge funds and large institutions have $4.81B invested in GDS Holdings in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0.01% less ownership

Funds ownership: 7.19%7.19% (-0.01%)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

3% less funds holding

Funds holding: 233227 (-6)

17% less capital invested

Capital invested by funds: $5.78B → $4.81B (-$968M)

76% less call options, than puts

Call options by funds: $72.8M | Put options by funds: $304M

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
3.49%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
38
Increased
80
Reduced
77
Closed
42
Calls
$72.8M
Puts
$304M
Net Calls
-$231M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
STT
1
Singapore Technologies Telemedia
Singapore
$747M
1WCM
2
12 West Capital Management
New York
$373M -$15.3M -277,162 -3%
AMH
3
Aspex Management (HK)
Hong Kong
$357M +$27.6M +500,000 +7%
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$338M +$69.5M +1,261,960 +21%
BlackRock
5
BlackRock
New York
$209M +$6M +108,810 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$193M +$4.04M +73,311 +2%
N
7
Nuveen
North Carolina
$167M -$21.1M -382,363 -10%
CC
8
Cederberg Capital
United Kingdom
$129M +$689K +12,500 +0.5%
CG
9
Carmignac Gestion
France
$129M +$5.25M +95,202 +4%
Tiger Global Management
10
Tiger Global Management
New York
$121M
Goldman Sachs
11
Goldman Sachs
New York
$104M +$79.7M +1,446,044 +188%
BAMCO Inc
12
BAMCO Inc
New York
$98.5M -$14.6M -265,489 -11%
Cerity Partners
13
Cerity Partners
New York
$88.1M +$49.9K +905 +0%
State Street
14
State Street
Massachusetts
$86.3M +$2.3M +41,643 +2%
AIM
15
Anatole Investment Management
Hong Kong
$78M +$91.1M +1,653,680 New
LC
16
L1 Capital
Australia
$73.4M +$36.3M +658,515 +73%
MAMHA
17
MY.Alpha Management HK Advisors
Hong Kong
$71.1M +$83.1M +1,507,690 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$67.8M -$22M -400,000 -22%
RGREA
19
Ranger Global Real Estate Advisors
Colorado
$54.5M -$20.1M -364,598 -24%
Norges Bank
20
Norges Bank
Norway
$53M -$9.59M -173,954 -13%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$52.2M +$3.99M +72,309 +7%
Invesco
22
Invesco
Georgia
$52.2M -$4.03M -73,208 -6%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$50.2M +$482K +8,749 +0.8%
AACA
24
American Assets Capital Advisers
California
$48.4M +$23.7M +430,113 +72%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$43.8M +$3M +54,442 +6%

GDS Hedge Fund Activity: Q4 2021 in Review

227 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GDS Holdings (GDS) for Q4 2021, worth a combined $4.81B — down 17% from $5.78B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of GDS and 38 opened new positions — a net loss of 4 holders — while 77 trimmed existing stakes and 80 added.

The largest buyer was Anatole Investment Management, opening a new position worth an estimated $91.1M. The largest seller was York Capital Management Global Advisors, exiting entirely with an estimated $99.7M sold.

  • 227 institutional investors held GDS Holdings (GDS) as of Q4 2021, down from 233 in Q3 2021.
  • Funds reported $4.81B of GDS Holdings stock for Q4 2021, down 17% quarter-over-quarter.
  • 38 funds opened new GDS Holdings positions in Q4 2021 and 42 closed out, a net change of -4 holders.
  • The largest GDS Holdings buyer in Q4 2021 was Anatole Investment Management, an estimated $91.1M added.
  • The largest GDS Holdings seller in Q4 2021 was York Capital Management Global Advisors, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2021.