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Microvast

94 hedge funds and large institutions have $395M invested in Microvast in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $12.9M

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

24% more capital invested

Capital invested by funds: $317M → $395M (+$77.6M)

1.03% more ownership

Funds ownership: 18.75%19.78% (+1%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 9494 (0)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
29
Reduced
18
Closed
21
Calls
$34.5M
Puts
$12.9M
Net Calls
+$21.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1
Luxor Capital Group
New York
$73.6M
SCC
2
Spring Creek Capital
Kansas
$40.2M
BlackRock
3
BlackRock
New York
$24.9M +$54.1K +8,304 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.5M -$53.5K -8,222 -0.2%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$21.3M -$619K -95,152 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$15.4M +$389K +59,823 +3%
OCAM
7
Owl Creek Asset Management
New York
$15.2M
First Trust Advisors
8
First Trust Advisors
Illinois
$14.6M +$14.2M +2,177,704 New
ECP
9
Electron Capital Partners
New York
$13.4M
Norges Bank
10
Norges Bank
Norway
$13.4M
SCA
11
Salient Capital Advisors
Texas
$13.4M
CPM
12
Crescent Park Management
California
$10.2M +$143K +21,903 +1%
LA
13
Linden Advisors
New York
$10.1M
MF
14
Magnetar Financial
Illinois
$9.55M
Charles Schwab
15
Charles Schwab
California
$8.01M +$203K +31,150 +3%
AA
16
ALPS Advisors
Colorado
$6.82M -$2.19M -336,420 -25%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$6.8M
GCM
18
Ghisallo Capital Management
Massachusetts
$6.7M
MCM
19
Moore Capital Management
New York
$6.7M
AC
20
Antara Capital
New York
$6.68M
State Street
21
State Street
Massachusetts
$6.32M +$105K +16,195 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$6.1M +$5.93M +910,294 New
Morgan Stanley
23
Morgan Stanley
New York
$4.32M +$3.99M +612,866 +1,887%
HF
24
HRT Financial
New York
$3.9M +$3.79M +582,079 New
ECM
25
ExodusPoint Capital Management
New York
$3.18M +$2.13M +327,774 +223%

MVST Hedge Fund Activity: Q1 2022 in Review

94 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Microvast (MVST) for Q1 2022, worth a combined $395M — up 24% from $317M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MVST positions and 21 closed out — a net gain of 1 holder — while 29 added to existing stakes and 18 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $14.2M. The largest seller was Darlington Partners Capital Management, exiting entirely with an estimated $8.49M sold.

  • 94 institutional investors held Microvast (MVST) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $395M of Microvast stock for Q1 2022, up 24% quarter-over-quarter.
  • 22 funds opened new Microvast positions in Q1 2022 and 21 closed out, a net change of +1 holder.
  • The largest Microvast buyer in Q1 2022 was First Trust Advisors, an estimated $14.2M added.
  • The largest Microvast seller in Q1 2022 was Darlington Partners Capital Management, an estimated $8.49M sold.

Based on aggregated 13F filings for Q1 2022.