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LK

Luckin Coffee Inc. American Depositary Shares
LK

Delisted

LK was delisted on the 26th of June, 2020.

174 hedge funds and large institutions have $2.34B invested in Luckin Coffee Inc. American Depositary Shares in 2019 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

343% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 23

228% more capital invested

Capital invested by funds: $712M → $2.34B (+$1.62B)

83% more funds holding

Funds holding: 95174 (+79)

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

50% less call options, than puts

Call options by funds: $353M | Put options by funds: $712M

Holders
174
Holders Change
+79
Holders Change %
+83.16%
% of All Funds
3.43%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.16%
New
102
Increased
36
Reduced
26
Closed
23
Calls
$353M
Puts
$712M
Net Calls
-$359M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$297M +$5.33M +210,800 +3%
LPC
2
Lone Pine Capital
Connecticut
$239M +$153M +6,067,357 New
Alkeon Capital Management
3
Alkeon Capital Management
New York
$158M +$20.2M +800,000 +25%
Bank of America
4
Bank of America
North Carolina
$139M +$87.7M +3,470,777 +6,480%
MCM
5
Melvin Capital Management
New York
$134M +$32.9M +1,300,000 +62%
UBS Group
6
UBS Group
Switzerland
$113M +$20.9M +826,810 +41%
DCP
7
Darsana Capital Partners
New York
$98.4M
CS
8
Credit Suisse
Switzerland
$86.2M +$23.7M +938,186 +75%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$59.3M +$5.44M +214,993 +17%
SCH
10
Sylebra Capital (HK)
Hong Kong
$56.1M +$36M +1,424,888 New
SCA
11
Southpoint Capital Advisors
New York
$55.5M +$10.4M +410,879 +41%
BlackRock
12
BlackRock
New York
$55.4M -$1.64M -64,719 -4%
DVF
13
Discovery Value Fund
Singapore
$51.4M +$30.5M +1,207,198 +1,216%
KCMH
14
Keywise Capital Management (HK)
Hong Kong
$48.9M +$31.4M +1,243,100 New
BTP
15
Bloom Tree Partners
New York
$46.3M +$29.8M +1,176,847 New
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$45.2M +$8.92M +352,889 +44%
ECU
17
Egerton Capital (UK)
United Kingdom
$44.2M +$28.4M +1,124,100 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$38M -$4.19M -165,600 -15%
Citadel Advisors
19
Citadel Advisors
Florida
$36.6M +$873K +34,525 +4%
NPCM
20
North Peak Capital Management
New York
$31.8M +$20.4M +808,490 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$27.5M +$17.7M +699,932 New
CCM
22
Candlestick Capital Management
Connecticut
$24.5M +$15.8M +623,175 New
Morgan Stanley
23
Morgan Stanley
New York
$24.3M -$5.89M -232,982 -27%
Vanguard Group
24
Vanguard Group
Pennsylvania
$22.9M +$14.7M +581,686 New
Nordea Investment Management
25
Nordea Investment Management
Sweden
$21.5M +$13.9M +550,000 New

LK Hedge Fund Activity: Q4 2019 in Review

174 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Luckin Coffee Inc. American Depositary Shares (LK) for Q4 2019, worth a combined $2.34B — up 228% from $712M a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new LK positions and 23 closed out — a net gain of 79 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $153M. The largest seller was Fidelity International, cutting an estimated $36.1M.

  • 174 institutional investors held Luckin Coffee Inc. American Depositary Shares (LK) as of Q4 2019, up from 95 in Q3 2019.
  • Funds reported $2.34B of Luckin Coffee Inc. American Depositary Shares stock for Q4 2019, up 228% quarter-over-quarter.
  • 102 funds opened new Luckin Coffee Inc. American Depositary Shares positions in Q4 2019 and 23 closed out, a net change of +79 holders.
  • The largest Luckin Coffee Inc. American Depositary Shares buyer in Q4 2019 was Lone Pine Capital, an estimated $153M added.
  • The largest Luckin Coffee Inc. American Depositary Shares seller in Q4 2019 was Fidelity International, an estimated $36.1M sold.

Based on aggregated 13F filings for Q4 2019.