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Pinduoduo

600 hedge funds and large institutions have $55.8B invested in Pinduoduo in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 239 increasing their positions, 222 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $11.1B | Put options by funds: $7.37B

8% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 222

0.17% less ownership

Funds ownership: 7.8%7.63% (-0.17%)

3% less capital invested

Capital invested by funds: $57.6B → $55.8B (-$1.83B)

7% less funds holding

Funds holding: 645600 (-45)

19% less funds holding in top 10

Funds holding in top 10: 9779 (-18)

29% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 138

Holders
600
Holders Change
-45
Holders Change %
-6.98%
% of All Funds
8.62%
Holding in Top 10
79
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.56%
% of All Funds
1.13%
New
98
Increased
239
Reduced
222
Closed
138
Calls
$11.1B
Puts
$7.37B
Net Calls
+$3.73B
Net Calls Change
+$2.05B
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
151
Axa
France
$37.4M +$2.91M +23,670 +9%
OCBCO
152
Oversea-Chinese Banking Corp (OCBC)
Singapore
$37M +$5.9M +48,007 +21%
WIM
153
WIM Investment Management
Hong Kong
$36.8M +$33.5M +272,968 New
Jane Street
154
Jane Street
New York
$36.1M -$63.4M -516,033 -66%
FFM
155
Fullerton Fund Management
Singapore
$35.8M -$34.6M -281,344 -51%
PAEMF
156
Panview Asian Equity Master Fund
Hong Kong
$35.3M -$2.33M -19,000 -7%
MAM
157
Maytree Asset Management
Hong Kong
$35M +$915K +7,448 +3%
MGP
158
M&G plc
United Kingdom
$33.4M +$3.79M +30,817 +14%
OCMH
159
Oxbow Capital Management (HK)
Hong Kong
$33.3M -$16M -130,372 -35%
SEI Investments
160
SEI Investments
Pennsylvania
$31.7M -$32.3M -262,758 -53%
Vontobel Holding
161
Vontobel Holding
Switzerland
$31.6M +$3.39M +27,567 +13%
PFU
162
Parus Finance (UK)
United Kingdom
$30.9M +$3.85M +31,365 +16%
Credit Agricole
163
Credit Agricole
France
$30.5M +$24.7M +200,706 +793%
IFLIT
164
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$29.7M
Point72 Asset Management
165
Point72 Asset Management
Connecticut
$28.7M -$51.7M -420,728 -66%
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$27.5M +$7.41M +60,280 +42%
CIM
167
Contrarius Investment Management
Jersey
$27.2M +$22.1M +179,613 +813%
HM
168
HCEP Management
Hong Kong
$27M +$24.6M +200,000 New
RAM
169
Resona Asset Management
Japan
$25.6M +$3.14M +25,524 +16%
CCM
170
CloudAlpha Capital Management
Hong Kong
$25.1M +$22.9M +186,000 New
BAMCO Inc
171
BAMCO Inc
New York
$25M -$64M -520,740 -74%
ARAM
172
Ardmore Road Asset Management
New York
$24.5M -$2.33M -19,000 -9%
TAM
173
Todd Asset Management
Kentucky
$24.5M +$304K +2,473 +1%
National Pension Service
174
National Pension Service
South Korea
$24.3M +$781K +6,354 +4%
MM
175
Monolith Management
Hong Kong
$24.2M -$18.7M -152,067 -46%

PDD Hedge Fund Activity: Q3 2024 in Review

600 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pinduoduo (PDD) for Q3 2024, worth a combined $55.8B — down 3.2% from $57.6B a quarter earlier.

Sellers outnumbered buyers: 138 funds closed out of PDD and 98 opened new positions — a net loss of 40 holders — while 222 trimmed existing stakes and 239 added.

The largest buyer was UBS AM, adding an estimated $1.51B. The largest seller was GQG Partners, exiting entirely with an estimated $1.44B sold.

  • 600 institutional investors held Pinduoduo (PDD) as of Q3 2024, down from 645 in Q2 2024.
  • Funds reported $55.8B of Pinduoduo stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 98 funds opened new Pinduoduo positions in Q3 2024 and 138 closed out, a net change of -40 holders.
  • The largest Pinduoduo buyer in Q3 2024 was UBS AM, an estimated $1.51B added.
  • The largest Pinduoduo seller in Q3 2024 was GQG Partners, an estimated $1.44B sold.

Based on aggregated 13F filings for Q3 2024.