GDS Holdings
109 hedge funds and large institutions have $774M invested in GDS Holdings in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 15 closing their positions.
495% more call options, than puts
Call options by funds: $15.8M | Put options by funds: $2.66M
52% more capital invested
Capital invested by funds: $511M → $774M (+$263M)
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
3% more funds holding
Funds holding: 106 → 109 (+3)
0.47% more ownership
Funds ownership: 5.04% → 5.51% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
18% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$42.9M |
| 2 |
TCM
Tekne Capital Management
New York
|
+$25.1M |
| 3 |
BAMCO Inc
New York
|
+$17.8M |
| 4 |
BG
Baupost Group
Boston,
Massachusetts
|
+$13.3M |
| 5 |
SHCM
Sachem Head Capital Management
New York
|
+$8.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$30.8M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$23.6M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$11.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.84M |
| 5 |
BlackRock
New York
|
-$2.11M |
GDS Hedge Fund Activity: Q2 2024 in Review
109 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in GDS Holdings (GDS) for Q2 2024, worth a combined $774M — up 52% from $511M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new GDS positions and 15 closed out — a net gain of 4 holders — while 32 added to existing stakes and 39 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $42.9M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $30.8M sold.
- 109 institutional investors held GDS Holdings (GDS) as of Q2 2024, up from 106 in Q1 2024.
- Funds reported $774M of GDS Holdings stock for Q2 2024, up 52% quarter-over-quarter.
- 19 funds opened new GDS Holdings positions in Q2 2024 and 15 closed out, a net change of +4 holders.
- The largest GDS Holdings buyer in Q2 2024 was Goldman Sachs, an estimated $42.9M added.
- The largest GDS Holdings seller in Q2 2024 was Ranger Global Real Estate Advisors, an estimated $30.8M sold.
Based on aggregated 13F filings for Q2 2024.