ATRenew
RERE
25 hedge funds and large institutions have $169M invested in ATRenew in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 7 closing their positions.
30% more capital invested
Capital invested by funds: $130M → $169M (+$38.8M)
17.23% more ownership
Funds ownership: 14.44% → 31.67% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 26 → 25 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
+$116M |
| 2 |
YCM
Yiheng Capital Management
San Francisco,
California
|
+$12.9M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$2.56M |
| 4 |
TPC
Tiger Pacific Capital
New York
|
+$2.1M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
-$4.55M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$3.47M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$3.27M |
| 4 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
-$1.94M |
| 5 |
D.E. Shaw & Co
New York
|
-$555K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAMH
26
Taikang Asset Management (HK)
Hong Kong
| – | -$1.94M | -193,373 | Closed |
|
|
CSS
27
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$322K | -32,065 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$273K | -27,255 | Closed |
|
|
SRC
29
Samson Rock Capital
London,
United Kingdom
| – | -$206K | -20,546 | Closed |
|
|
CCM
30
CAAS Capital Management
New York
| – | -$140K | -14,000 | Closed |
|
31
Legal & General Group
London,
United Kingdom
| – | -$60K | -6,000 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$8K | -809 | Closed |
|
RERE Hedge Fund Activity: Q4 2021 in Review
25 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q4 2021, worth a combined $169M — up 30% from $130M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of RERE and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.
The largest buyer was Tiger Global Management, adding an estimated $116M. The largest seller was Barings, cutting an estimated $4.55M.
- 25 institutional investors held ATRenew (RERE) as of Q4 2021, down from 26 in Q3 2021.
- Funds reported $169M of ATRenew stock for Q4 2021, up 30% quarter-over-quarter.
- 6 funds opened new ATRenew positions in Q4 2021 and 7 closed out, a net change of -1 holder.
- The largest ATRenew buyer in Q4 2021 was Tiger Global Management, an estimated $116M added.
- The largest ATRenew seller in Q4 2021 was Barings, an estimated $4.55M sold.
Based on aggregated 13F filings for Q4 2021.