Payoneer
PAYO
216 hedge funds and large institutions have $1.67B invested in Payoneer in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 67 reducing their positions, and 27 closing their positions.
44% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 27
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 67
14% more capital invested
Capital invested by funds: $1.46B → $1.67B (+$211M)
4% more funds holding
Funds holding: 208 → 216 (+8)
0.57% less ownership
Funds ownership: 81.62% → 81.04% (-0.57%)
6% less call options, than puts
Call options by funds: $12.6M | Put options by funds: $13.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
+$71.5M |
| 2 |
JGC
J. Goldman & Co
New York
|
+$25.9M |
| 3 |
LPAM
Legion Partners Asset Management
Los Angeles,
California
|
+$12.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.7M |
| 5 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.8M |
| 2 |
Morgan Stanley
New York
|
-$10.8M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$9.17M |
| 4 |
II
Ibex Investors
Denver,
Colorado
|
-$8.04M |
| 5 |
Goldman Sachs
New York
|
-$5.82M |
PAYO Hedge Fund Activity: Q2 2024 in Review
216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q2 2024, worth a combined $1.67B — up 14% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PAYO positions and 27 closed out — a net gain of 12 holders — while 78 added to existing stakes and 67 trimmed.
The largest buyer was Axa, adding an estimated $71.5M. The largest seller was Wellington Management Group, cutting an estimated $14.8M.
- 216 institutional investors held Payoneer (PAYO) as of Q2 2024, up from 208 in Q1 2024.
- Funds reported $1.67B of Payoneer stock for Q2 2024, up 14% quarter-over-quarter.
- 39 funds opened new Payoneer positions in Q2 2024 and 27 closed out, a net change of +12 holders.
- The largest Payoneer buyer in Q2 2024 was Axa, an estimated $71.5M added.
- The largest Payoneer seller in Q2 2024 was Wellington Management Group, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2024.