MINISO
MNSO
154 hedge funds and large institutions have $995M invested in MINISO in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 60 reducing their positions, and 41 closing their positions.
58% more call options, than puts
Call options by funds: $6.88M | Put options by funds: $4.37M
0.49% less ownership
Funds ownership: 4.34% → 3.85% (-0.49%)
6% less funds holding
Funds holding: 163 → 154 (-9)
11% less capital invested
Capital invested by funds: $1.12B → $995M (-$125M)
20% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 41
22% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 60
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$36.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$29.8M |
| 3 |
KCMH
Keywise Capital Management (HK)
Hong Kong
|
+$27.4M |
| 4 |
SC
Sylebra Capital
Palo Alto,
California
|
+$17.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$68.1M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$46.8M |
| 3 |
Morgan Stanley
New York
|
-$38.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$26.5M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$26.3M |
MNSO Hedge Fund Activity: Q1 2024 in Review
154 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MINISO (MNSO) for Q1 2024, worth a combined $995M — down 11% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of MNSO and 33 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 47 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $36.7M. The largest seller was Vanguard Group, exiting entirely with an estimated $68.1M sold.
- 154 institutional investors held MINISO (MNSO) as of Q1 2024, down from 163 in Q4 2023.
- Funds reported $995M of MINISO stock for Q1 2024, down 11% quarter-over-quarter.
- 33 funds opened new MINISO positions in Q1 2024 and 41 closed out, a net change of -8 holders.
- The largest MINISO buyer in Q1 2024 was Schroder Investment Management Group, an estimated $36.7M added.
- The largest MINISO seller in Q1 2024 was Vanguard Group, an estimated $68.1M sold.
Based on aggregated 13F filings for Q1 2024.