JOYY Inc
JOYY
236 hedge funds and large institutions have $4B invested in JOYY Inc in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 70 increasing their positions, 73 reducing their positions, and 29 closing their positions.
128% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 29
76% more capital invested
Capital invested by funds: $2.27B → $4B (+$1.73B)
18% more funds holding
Funds holding: 200 → 236 (+36)
0.15% more ownership
Funds ownership: 3.31% → 3.45% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
4% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 73
46% less call options, than puts
Call options by funds: $150M | Put options by funds: $277M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Composite Capital Management
Hong Kong
|
+$66.7M |
| 2 |
SC
Sculptor Capital
New York
|
+$53.6M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$50.8M |
| 4 |
Morgan Stanley
New York
|
+$44.1M |
| 5 |
Alkeon Capital Management
New York
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$62.2M |
| 2 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
-$54.3M |
| 3 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$44.7M |
| 4 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
-$36.8M |
| 5 |
KFA
Krane Funds Advisors
New York
|
-$27.6M |
JOYY Hedge Fund Activity: Q2 2020 in Review
236 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in JOYY Inc (JOYY) for Q2 2020, worth a combined $4B — up 76% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JOYY positions and 29 closed out — a net gain of 37 holders — while 70 added to existing stakes and 73 trimmed.
The largest buyer was Composite Capital Management, opening a new position worth an estimated $66.7M. The largest seller was Invesco, cutting an estimated $62.2M.
- 236 institutional investors held JOYY Inc (JOYY) as of Q2 2020, up from 200 in Q1 2020.
- Funds reported $4B of JOYY Inc stock for Q2 2020, up 76% quarter-over-quarter.
- 66 funds opened new JOYY Inc positions in Q2 2020 and 29 closed out, a net change of +37 holders.
- The largest JOYY Inc buyer in Q2 2020 was Composite Capital Management, an estimated $66.7M added.
- The largest JOYY Inc seller in Q2 2020 was Invesco, an estimated $62.2M sold.
Based on aggregated 13F filings for Q2 2020.