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KC

Kingsoft Cloud Holdings

81 hedge funds and large institutions have $280M invested in Kingsoft Cloud Holdings in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

29% more call options, than puts

Call options by funds: $3.23M | Put options by funds: $2.5M

13% more funds holding

Funds holding: 7281 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.04% less ownership

Funds ownership: 1.25%1.21% (-0.04%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

34% less capital invested

Capital invested by funds: $422M → $280M (-$141M)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
26
Reduced
28
Closed
8
Calls
$3.23M
Puts
$2.5M
Net Calls
+$729K
Net Calls Change
-$4.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$134M
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.7M +$332K +55,698 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$20.3M -$48.6K -8,159 -0.2%
ASGS
4
Alpha Square Group S
New York
$19.7M +$298K +50,000 +2%
BlackRock
5
BlackRock
New York
$18M -$1.64M -276,166 -9%
State Street
6
State Street
Massachusetts
$6.97M +$399K +66,985 +6%
Norges Bank
7
Norges Bank
Norway
$6.5M -$1.31M -220,000 -17%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.24M -$1.9M -319,900 -24%
Invesco
9
Invesco
Georgia
$5.42M +$409K +68,632 +8%
Artisan Partners
10
Artisan Partners
Wisconsin
$3.95M +$85K +14,277 +2%
Voloridge Investment Management
11
Voloridge Investment Management
Florida
$3.87M +$3.45M +578,770 +1,055%
Citadel Advisors
12
Citadel Advisors
Florida
$3.07M -$3.3M -553,946 -52%
Jane Street
13
Jane Street
New York
$2.06M -$348K -58,460 -15%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$1.93M -$2M -335,490 -52%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.82M +$80.1K +13,454 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.34M -$279K -46,798 -18%
UBS Group
17
UBS Group
Switzerland
$1.15M +$103K +17,228 +10%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.13M -$30.4K -5,106 -3%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.05M +$108K +18,200 +12%
KFA
20
Krane Funds Advisors
New York
$921K -$183K -30,686 -17%
Morgan Stanley
21
Morgan Stanley
New York
$876K -$1.19M -200,052 -58%
Charles Schwab
22
Charles Schwab
California
$842K -$11.4K -1,911 -1%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$837K +$817K +137,179 New
PCM
24
Penserra Capital Management
California
$812K -$68K -11,423 -8%
GSIAS
25
Garden State Investment Advisory Services
New Jersey
$802K +$366K +61,412 +88%

KC Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kingsoft Cloud Holdings (KC) for Q2 2023, worth a combined $280M — down 34% from $422M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new KC positions and 8 closed out — a net gain of 10 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $3.45M. The largest seller was Citadel Advisors, cutting an estimated $3.3M.

  • 81 institutional investors held Kingsoft Cloud Holdings (KC) as of Q2 2023, up from 72 in Q1 2023.
  • Funds reported $280M of Kingsoft Cloud Holdings stock for Q2 2023, down 34% quarter-over-quarter.
  • 18 funds opened new Kingsoft Cloud Holdings positions in Q2 2023 and 8 closed out, a net change of +10 holders.
  • The largest Kingsoft Cloud Holdings buyer in Q2 2023 was Voloridge Investment Management, an estimated $3.45M added.
  • The largest Kingsoft Cloud Holdings seller in Q2 2023 was Citadel Advisors, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2023.