Pinduoduo
PDD
392 hedge funds and large institutions have $17.8B invested in Pinduoduo in 2022 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 147 increasing their positions, 103 reducing their positions, and 51 closing their positions.
90% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 51
62% more capital invested
Capital invested by funds: $11B → $17.8B (+$6.78B)
45% more funds holding in top 10
Funds holding in top 10: 31 → 45 (+14)
43% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 103
31% more call options, than puts
Call options by funds: $1.38B | Put options by funds: $1.05B
11% more funds holding
Funds holding: 352 → 392 (+40)
0.17% more ownership
Funds ownership: 5.47% → 5.64% (+0.17%)
Top Buyers
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$289M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$178M |
| 3 |
RAA
RWC Asset Advisors
Miami,
Florida
|
+$149M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$121M |
| 5 |
TA
Trivest Advisors
Hong Kong
|
+$91M |
Top Sellers
| 1 |
Tiger Global Management
New York
|
-$270M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$146M |
| 3 |
Two Sigma Investments
New York
|
-$133M |
| 4 |
D.E. Shaw & Co
New York
|
-$117M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$115M |
PDD Hedge Fund Activity: Q2 2022 in Review
392 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pinduoduo (PDD) for Q2 2022, worth a combined $17.8B — up 62% from $11B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new PDD positions and 51 closed out — a net gain of 46 holders — while 147 added to existing stakes and 103 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $289M. The largest seller was Tiger Global Management, cutting an estimated $270M.
- 392 institutional investors held Pinduoduo (PDD) as of Q2 2022, up from 352 in Q1 2022.
- Funds reported $17.8B of Pinduoduo stock for Q2 2022, up 62% quarter-over-quarter.
- 97 funds opened new Pinduoduo positions in Q2 2022 and 51 closed out, a net change of +46 holders.
- The largest Pinduoduo buyer in Q2 2022 was GQG Partners, an estimated $289M added.
- The largest Pinduoduo seller in Q2 2022 was Tiger Global Management, an estimated $270M sold.
Based on aggregated 13F filings for Q2 2022.