Pinterest
PINS
379 hedge funds and large institutions have $4.22B invested in Pinterest in 2020 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 169 increasing their positions, 54 reducing their positions, and 62 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 54
92% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 62
80% more funds holding in top 10
Funds holding in top 10: 10 → 18 (+8)
16% more funds holding
Funds holding: 326 → 379 (+53)
3.36% more ownership
Funds ownership: 71.7% → 75.05% (+3.4%)
3% more capital invested
Capital invested by funds: $4.1B → $4.22B (+$118M)
12% less call options, than puts
Call options by funds: $157M | Put options by funds: $179M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$217M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$177M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$125M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
+$115M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$281M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$230M |
| 3 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$96.7M |
| 4 |
VCM
Valiant Capital Management
San Francisco,
California
|
-$49.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$36.7M |
PINS Hedge Fund Activity: Q1 2020 in Review
379 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Pinterest (PINS) for Q1 2020, worth a combined $4.22B — up 2.9% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new PINS positions and 62 closed out — a net gain of 57 holders — while 169 added to existing stakes and 54 trimmed.
The largest buyer was Harris Associates, adding an estimated $217M. The largest seller was Wellington Management Group, cutting an estimated $281M.
- 379 institutional investors held Pinterest (PINS) as of Q1 2020, up from 326 in Q4 2019.
- Funds reported $4.22B of Pinterest stock for Q1 2020, up 2.9% quarter-over-quarter.
- 119 funds opened new Pinterest positions in Q1 2020 and 62 closed out, a net change of +57 holders.
- The largest Pinterest buyer in Q1 2020 was Harris Associates, an estimated $217M added.
- The largest Pinterest seller in Q1 2020 was Wellington Management Group, an estimated $281M sold.
Based on aggregated 13F filings for Q1 2020.