MINISO
MNSO
64 hedge funds and large institutions have $459M invested in MINISO in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $394M → $459M (+$64.7M)
7% more funds holding
Funds holding: 60 → 64 (+4)
0.6% more ownership
Funds ownership: 5.66% → 6.27% (+0.6%)
35% less call options, than puts
Call options by funds: $420K | Put options by funds: $643K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
+$19.8M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$10.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$6.61M |
| 4 |
CG
Carmignac Gestion
Paris,
France
|
+$3.43M |
| 5 |
FM
Factorial Management
Hong Kong
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$11.6M |
| 2 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$4.68M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$1.26M |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$1.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$820K |
MNSO Hedge Fund Activity: Q2 2022 in Review
64 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in MINISO (MNSO) for Q2 2022, worth a combined $459M — up 16% from $394M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MNSO positions and 12 closed out — a net gain of 4 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was Keywise Capital Management (HK), adding an estimated $19.8M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $11.6M.
- 64 institutional investors held MINISO (MNSO) as of Q2 2022, up from 60 in Q1 2022.
- Funds reported $459M of MINISO stock for Q2 2022, up 16% quarter-over-quarter.
- 16 funds opened new MINISO positions in Q2 2022 and 12 closed out, a net change of +4 holders.
- The largest MINISO buyer in Q2 2022 was Keywise Capital Management (HK), an estimated $19.8M added.
- The largest MINISO seller in Q2 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2022.