Pinterest
PINS
326 hedge funds and large institutions have $4.1B invested in Pinterest in 2019 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 102 increasing their positions, 43 reducing their positions, and 48 closing their positions.
223% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 48
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
137% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 43
49% more funds holding
Funds holding: 219 → 326 (+107)
32% more capital invested
Capital invested by funds: $3.12B → $4.1B (+$985M)
4.46% less ownership
Funds ownership: 76.16% → 71.7% (-4.5%)
19% less call options, than puts
Call options by funds: $112M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flossbach Von Storch
Cologne,
Germany
|
+$475M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$466M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$240M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$95.2M |
| 5 |
EC
Eminence Capital
New York
|
+$91.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Valiant Capital Management
San Francisco,
California
|
-$528M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$119M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$43M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$30.7M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$27.5M |
PINS Hedge Fund Activity: Q4 2019 in Review
326 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pinterest (PINS) for Q4 2019, worth a combined $4.1B — up 32% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new PINS positions and 48 closed out — a net gain of 107 holders — while 102 added to existing stakes and 43 trimmed.
The largest buyer was Flossbach Von Storch, opening a new position worth an estimated $475M. The largest seller was Valiant Capital Management, cutting an estimated $528M.
- 326 institutional investors held Pinterest (PINS) as of Q4 2019, up from 219 in Q3 2019.
- Funds reported $4.1B of Pinterest stock for Q4 2019, up 32% quarter-over-quarter.
- 155 funds opened new Pinterest positions in Q4 2019 and 48 closed out, a net change of +107 holders.
- The largest Pinterest buyer in Q4 2019 was Flossbach Von Storch, an estimated $475M added.
- The largest Pinterest seller in Q4 2019 was Valiant Capital Management, an estimated $528M sold.
Based on aggregated 13F filings for Q4 2019.