MINISO
MNSO
60 hedge funds and large institutions have $394M invested in MINISO in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 10 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2% more funds holding
Funds holding: 59 → 60 (+1)
0.02% less ownership
Funds ownership: 5.68% → 5.66% (-0.02%)
9% less call options, than puts
Call options by funds: $581K | Put options by funds: $641K
10% less capital invested
Capital invested by funds: $441M → $394M (-$46.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$6.91M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.5M |
| 3 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
+$4.45M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$3.79M |
| 5 |
MGIM
M&G Investment Management
London,
United Kingdom
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$8.45M |
| 2 |
NSRI
New Silk Road Investment
Singapore
|
-$6.96M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$6.64M |
| 4 |
PIMH
Prudence Investment Management (HK)
12 Harcourt Road Central,
Hong Kong
|
-$5.89M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
-$5.13M |
MNSO Hedge Fund Activity: Q1 2022 in Review
60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MINISO (MNSO) for Q1 2022, worth a combined $394M — down 10% from $441M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MNSO positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $6.91M. The largest seller was Citadel Advisors, cutting an estimated $8.45M.
- 60 institutional investors held MINISO (MNSO) as of Q1 2022, up from 59 in Q4 2021.
- Funds reported $394M of MINISO stock for Q1 2022, down 10% quarter-over-quarter.
- 11 funds opened new MINISO positions in Q1 2022 and 10 closed out, a net change of +1 holder.
- The largest MINISO buyer in Q1 2022 was Ontario Teachers' Pension Plan Board, an estimated $6.91M added.
- The largest MINISO seller in Q1 2022 was Citadel Advisors, an estimated $8.45M sold.
Based on aggregated 13F filings for Q1 2022.