Hello Group
MOMO
62 hedge funds and large institutions have $198M invested in Hello Group in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 20 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
8% more capital invested
Capital invested by funds: $183M → $198M (+$14.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less funds holding
Funds holding: 67 → 62 (-5)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
43% less call options, than puts
Call options by funds: $6.93M | Put options by funds: $12.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Prime Capital Management
Hong Kong
|
+$76.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.96M |
| 3 |
Barclays
London,
United Kingdom
|
+$5.4M |
| 4 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$3.71M |
| 5 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$25.5M |
| 2 |
TAAM
Top Ace Asset Management
Hong Kong
|
-$7.87M |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$7.33M |
| 4 |
FIG
Fortress Investment Group
New York
|
-$5.4M |
| 5 |
Morgan Stanley
New York
|
-$2.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRM
76
Fox Run Management
Greenwich,
Connecticut
| – | -$160K | -14,200 | Closed |
|
|
CSS
77
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$117K | -10,416 | Closed |
|
|
PCM
78
Prelude Capital Management
New York
| – | -$39K | -3,500 | Closed |
|
|
IR
79
Invictus RG
Hamilton,
Bermuda
| – | -$23K | -2,088 | Closed |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| – | -$38K | -1,000 | Closed |
|
81
Wells Fargo
San Francisco,
California
| – | -$2K | -147 | Closed |
|
82
Bank of America
Charlotte,
North Carolina
| – | -$1K | -111 | Closed |
|
MOMO Hedge Fund Activity: Q2 2016 in Review
62 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hello Group (MOMO) for Q2 2016, worth a combined $198M — up 7.7% from $183M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of MOMO and 15 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 25 added.
The largest buyer was Prime Capital Management, opening a new position worth an estimated $76.2M. The largest seller was First Manhattan, exiting entirely with an estimated $25.5M sold.
- 62 institutional investors held Hello Group (MOMO) as of Q2 2016, down from 67 in Q1 2016.
- Funds reported $198M of Hello Group stock for Q2 2016, up 7.7% quarter-over-quarter.
- 15 funds opened new Hello Group positions in Q2 2016 and 20 closed out, a net change of -5 holders.
- The largest Hello Group buyer in Q2 2016 was Prime Capital Management, an estimated $76.2M added.
- The largest Hello Group seller in Q2 2016 was First Manhattan, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2016.