Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
GRUB was delisted on the 11th of March, 2022.
275 hedge funds and large institutions have $7.57B invested in Just Eat Takeaway.com N.V. American Depositary Shares in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 100 increasing their positions, 92 reducing their positions, and 54 closing their positions.
37% more call options, than puts
Call options by funds: $157M | Put options by funds: $115M
9% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 92
3% more capital invested
Capital invested by funds: $7.37B → $7.57B (+$199M)
7% less funds holding
Funds holding: 297 → 275 (-22)
32% less funds holding in top 10
Funds holding in top 10: 25 → 17 (-8)
33% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$164M |
| 2 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$109M |
| 3 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$73.8M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$72.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$107M |
| 2 |
Morgan Stanley
New York
|
-$92M |
| 3 |
PAM
PSquared Asset Management
Zurich,
Switzerland
|
-$82.9M |
| 4 |
DLPIC
Davide Leone & Partners Investment Company
London,
United Kingdom
|
-$47.8M |
| 5 |
SCM
Segantii Capital Management
Hong Kong
|
-$38.7M |
GRUB Hedge Fund Activity: Q4 2020 in Review
275 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) for Q4 2020, worth a combined $7.57B — up 2.7% from $7.37B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of GRUB and 36 opened new positions — a net loss of 18 holders — while 92 trimmed existing stakes and 100 added.
The largest buyer was Goldman Sachs, adding an estimated $164M. The largest seller was Credit Suisse, cutting an estimated $107M.
- 275 institutional investors held Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) as of Q4 2020, down from 297 in Q3 2020.
- Funds reported $7.57B of Just Eat Takeaway.com N.V. American Depositary Shares stock for Q4 2020, up 2.7% quarter-over-quarter.
- 36 funds opened new Just Eat Takeaway.com N.V. American Depositary Shares positions in Q4 2020 and 54 closed out, a net change of -18 holders.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares buyer in Q4 2020 was Goldman Sachs, an estimated $164M added.
- The largest Just Eat Takeaway.com N.V. American Depositary Shares seller in Q4 2020 was Credit Suisse, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2020.