Hello Group
MOMO
89 hedge funds and large institutions have $684M invested in Hello Group in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 36 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
9.66% more ownership
Funds ownership: 0% → 9.66% (+9.7%)
6% more capital invested
Capital invested by funds: $645M → $684M (+$39.2M)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
3% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 36
1% less funds holding
Funds holding: 90 → 89 (-1)
31% less call options, than puts
Call options by funds: $7.61M | Put options by funds: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Alibaba Group
Causeway Bay,
Hong Kong
|
+$81.7M |
| 2 |
PCM
Prime Capital Management
Hong Kong
|
+$66M |
| 3 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$55.2M |
| 4 |
SAC
SPQ Asia Capital
Hong Kong
|
+$29.3M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillhouse Investment Management
Grand Cayman,
Cayman Islands
|
-$58M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$31.2M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$27M |
| 4 |
Two Sigma Investments
New York
|
-$20.4M |
| 5 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
|
-$18.9M |
MOMO Hedge Fund Activity: Q4 2016 in Review
89 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Hello Group (MOMO) for Q4 2016, worth a combined $684M — up 6.1% from $645M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of MOMO and 35 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.
The largest buyer was Alibaba Group, adding an estimated $81.7M. The largest seller was Hillhouse Investment Management, cutting an estimated $58M.
- 89 institutional investors held Hello Group (MOMO) as of Q4 2016, down from 90 in Q3 2016.
- Funds reported $684M of Hello Group stock for Q4 2016, up 6.1% quarter-over-quarter.
- 35 funds opened new Hello Group positions in Q4 2016 and 36 closed out, a net change of -1 holder.
- The largest Hello Group buyer in Q4 2016 was Alibaba Group, an estimated $81.7M added.
- The largest Hello Group seller in Q4 2016 was Hillhouse Investment Management, an estimated $58M sold.
Based on aggregated 13F filings for Q4 2016.