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iQIYI
IQ

215 hedge funds and large institutions have $1.5B invested in iQIYI in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

6% more capital invested

Capital invested by funds: $1.42B → $1.5B (+$80.6M)

1% more funds holding

Funds holding: 212 → 215 (+3)

0.14% more ownership

Funds ownership: 8.26% → 8.4% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

32% less call options, than puts

Call options by funds: $55M | Put options by funds: $81M

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
33
Increased
65
Reduced
67
Closed
27
Calls
$55M
Puts
$81M
Net Calls
-$26M
Net Calls Change
+$3.99M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.9M
2
PAMI
Perseverance Asset Management International
Cayman Islands
+$15.8M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$12.2M
4
MRCP
Maple Rock Capital Partners
Ontario, Canada
+$10.1M
5
Fidelity International
Fidelity International
Bermuda
+$9.42M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.3M
2
Renaissance Technologies
Renaissance Technologies
New York
-$12.2M
3
Canada Life
Canada Life
Manitoba, Canada
-$11.6M
4
Goldman Sachs
Goldman Sachs
New York
-$10.4M
5
UBS Group
UBS Group
Switzerland
-$8.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K – – –
SSG
177
Summit Securities Group
New York
$13K +$12.7K +2,682 New
W
178
WealthCollab
Washington
$11.2K +$10.9K +2,300 New
BC
179
Bartlett & Co
Ohio
$10K – – –
BCWM
180
Bartlett & Co Wealth Management
Ohio
$9.6K – – –
Wells Fargo
181
Wells Fargo
California
$8.56K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.49K +316 +27%
WIM
183
Westside Investment Management
California
$6.83K +$945 +200 +17%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$6.1K – – –
WPWM
185
Western Pacific Wealth Management
Illinois
$4.88K – – –
CWA
186
Carolina Wealth Advisors
South Carolina
$4.64K – – –
ASN
187
Advisory Services Network
Georgia
$3.78K +$3.66K +775 New
CSB
188
City State Bank
Iowa
$3K – – –
GWS
189
Glassman Wealth Services
Virginia
$2.83K – – –
HPC
190
HM Payson & Co
Maine
$2.6K +$95 +20 +4%
AEPWM
191
Atlantic Edge Private Wealth Management
Florida
$2.44K +$2.36K +500 New
AF
192
Allworth Financial
California
$2.37K -$1.85K -392 -45%
BTI
193
Blue Trust Inc
Georgia
$2K +$1.03K +219 +96%
CFD
194
Creative Financial Designs
Indiana
$1.95K – – –
PS
195
Principal Securities
Iowa
$1.84K +$1.78K +377 New
GFPC
196
Global Financial Private Client
Florida
$1.71K – – –
HF
197
Halpern Financial
Virginia
$1.2K – – –
TFGT
198
TS Financial Group (TSFG)
Illinois
$1K – – –
IFAM
199
Institutional & Family Asset Management
Colorado
$805 – – –
CFGS
200
Concourse Financial Group Securities
Alabama
$488 – – –
6 7
8
9 10

IQ Hedge Fund Activity: Q4 2023 in Review

215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iQIYI (IQ) for Q4 2023, worth a combined $1.5B — up 5.7% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IQ positions and 27 closed out — a net gain of 6 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Bank of America, cutting an estimated $17.3M.

  • 215 institutional investors held iQIYI (IQ) as of Q4 2023, up from 212 in Q3 2023.
  • Funds reported $1.5B of iQIYI stock for Q4 2023, up 5.7% quarter-over-quarter.
  • 33 funds opened new iQIYI positions in Q4 2023 and 27 closed out, a net change of +6 holders.
  • The largest iQIYI buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest iQIYI seller in Q4 2023 was Bank of America, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2023.