MINISO
MNSO
141 hedge funds and large institutions have $824M invested in MINISO in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 39 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more call options, than puts
Call options by funds: $5.09M | Put options by funds: $4.41M
0.44% less ownership
Funds ownership: 3.85% → 3.41% (-0.44%)
8% less funds holding
Funds holding: 154 → 141 (-13)
17% less capital invested
Capital invested by funds: $995M → $824M (-$170M)
28% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 58
28% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$57.3M |
| 2 |
SC
Sylebra Capital
Palo Alto,
California
|
+$19.8M |
| 3 |
PHK
Point72 Hong Kong
Hong Kong
|
+$17.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.2M |
| 5 |
MGP
M&G plc
London,
United Kingdom
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$44.6M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$39.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$33.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$27.3M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$18.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
176
Prelude Capital Management
New York
| – | -$203K | -9,912 | Closed |
|
|
BCM
177
Bayesian Capital Management
Brooklyn,
New York
| – | -$201K | -9,829 | Closed |
|
|
HT
178
Headlands Technologies
Chicago,
Illinois
| – | -$92.6K | -4,518 | Closed |
|
179
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$17.1K | -774 | -97% |
|
|
FGAM
180
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.55K | -75 | Closed |
|
MNSO Hedge Fund Activity: Q2 2024 in Review
141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MINISO (MNSO) for Q2 2024, worth a combined $824M — down 17% from $995M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MNSO and 28 opened new positions — a net loss of 11 holders — while 58 trimmed existing stakes and 42 added.
The largest buyer was Morgan Stanley, adding an estimated $57.3M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $44.6M.
- 141 institutional investors held MINISO (MNSO) as of Q2 2024, down from 154 in Q1 2024.
- Funds reported $824M of MINISO stock for Q2 2024, down 17% quarter-over-quarter.
- 28 funds opened new MINISO positions in Q2 2024 and 39 closed out, a net change of -11 holders.
- The largest MINISO buyer in Q2 2024 was Morgan Stanley, an estimated $57.3M added.
- The largest MINISO seller in Q2 2024 was Canada Pension Plan Investment Board, an estimated $44.6M sold.
Based on aggregated 13F filings for Q2 2024.