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KC

Kingsoft Cloud Holdings

127 hedge funds and large institutions have $1.28B invested in Kingsoft Cloud Holdings in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

39% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $17M

0.19% more ownership

Funds ownership: 2.06%2.25% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 134127 (-7)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

34% less capital invested

Capital invested by funds: $1.95B → $1.28B (-$667M)

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
55
Reduced
29
Closed
23
Calls
$23.6M
Puts
$17M
Net Calls
+$6.61M
Net Calls Change
+$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$216M +$130M +6,031,729 +78%
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$172M -$56.3K -2,623 -0%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$105M +$6.85M +318,928 +5%
IACCGIA
4
IDG-Accel China Capital GP II Associates
Hong Kong
$78M -$687 -32 -0%
ASGS
5
Alpha Square Group S
New York
$72.5M +$98.9M +4,602,508 New
CG
6
Carmignac Gestion
France
$71.2M -$29.8M -1,387,875 -23%
TIAM
7
TT International Asset Management
United Kingdom
$56M -$17.6M -818,252 -19%
Vanguard Group
8
Vanguard Group
Pennsylvania
$52.6M +$874K +40,702 +1%
KFA
9
Krane Funds Advisors
New York
$47.4M +$17.2M +803,019 +36%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$45.2M +$1.5M +69,949 +3%
BlackRock
11
BlackRock
New York
$40.4M +$1.16M +54,229 +2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$33.6M +$1.82M +84,787 +4%
Morgan Stanley
13
Morgan Stanley
New York
$20M +$9.89M +460,554 +57%
State Street
14
State Street
Massachusetts
$18M -$833K -38,776 -3%
Two Sigma Investments
15
Two Sigma Investments
New York
$15.9M +$21.6M +1,007,068 New
CS
16
Credit Suisse
Switzerland
$15.2M +$8.17M +380,113 +65%
Invesco
17
Invesco
Georgia
$14.6M +$203K +9,459 +1%
Renaissance Technologies
18
Renaissance Technologies
New York
$12.8M +$17.4M +811,012 New
LFDLE
19
La Financiere de L'Echiquier
France
$12.6M +$2.86M +133,000 +20%
Goldman Sachs
20
Goldman Sachs
New York
$9.57M +$1.61M +74,955 +14%
Legal & General Group
21
Legal & General Group
United Kingdom
$9.5M +$1.85M +86,166 +17%
EFM
22
E Fund Management
China
$9.2M +$5.85M +272,222 +87%
DZ Bank
23
DZ Bank
Germany
$8.33M -$7.09M -330,000 -38%
Artisan Partners
24
Artisan Partners
Wisconsin
$8.18M +$6.33M +294,872 +131%
BCP
25
BSN Capital Partners
United Kingdom
$7.04M +$9.61M +447,167 New

KC Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kingsoft Cloud Holdings (KC) for Q4 2021, worth a combined $1.28B — down 34% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KC and 18 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 55 added.

The largest buyer was First Trust Advisors, adding an estimated $130M. The largest seller was Carmignac Gestion, cutting an estimated $29.8M.

  • 127 institutional investors held Kingsoft Cloud Holdings (KC) as of Q4 2021, down from 134 in Q3 2021.
  • Funds reported $1.28B of Kingsoft Cloud Holdings stock for Q4 2021, down 34% quarter-over-quarter.
  • 18 funds opened new Kingsoft Cloud Holdings positions in Q4 2021 and 23 closed out, a net change of -5 holders.
  • The largest Kingsoft Cloud Holdings buyer in Q4 2021 was First Trust Advisors, an estimated $130M added.
  • The largest Kingsoft Cloud Holdings seller in Q4 2021 was Carmignac Gestion, an estimated $29.8M sold.

Based on aggregated 13F filings for Q4 2021.