ATRenew
RERE
25 hedge funds and large institutions have $55.5M invested in ATRenew in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
9% more funds holding
Funds holding: 23 → 25 (+2)
0.12% more ownership
Funds ownership: 25.95% → 26.07% (+0.12%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
23% less capital invested
Capital invested by funds: $71.9M → $55.5M (-$16.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.62M |
| 3 |
Goldman Sachs
New York
|
+$1.16M |
| 4 |
State Street
Boston,
Massachusetts
|
+$734K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$645K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yiheng Capital Management
San Francisco,
California
|
-$11.2M |
| 2 |
Barclays
London,
United Kingdom
|
-$503K |
| 3 |
BlackRock
New York
|
-$205K |
| 4 |
VF
Virtu Financial
New York
|
-$155K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Barclays
London,
United Kingdom
| – | -$503K | -168,103 | Closed |
|
|
VF
27
Virtu Financial
New York
| – | -$155K | -51,996 | Closed |
|
|
TI
28
Tidal Investments
Milwaukee,
Wisconsin
| – | -$82K | -27,525 | Closed |
|
|
TSS
29
Two Sigma Securities
New York
| – | -$59K | -19,776 | Closed |
|
RERE Hedge Fund Activity: Q3 2022 in Review
25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q3 2022, worth a combined $55.5M — down 23% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RERE positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.74M. The largest seller was Yiheng Capital Management, cutting an estimated $11.2M.
- 25 institutional investors held ATRenew (RERE) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $55.5M of ATRenew stock for Q3 2022, down 23% quarter-over-quarter.
- 6 funds opened new ATRenew positions in Q3 2022 and 4 closed out, a net change of +2 holders.
- The largest ATRenew buyer in Q3 2022 was Morgan Stanley, an estimated $4.74M added.
- The largest ATRenew seller in Q3 2022 was Yiheng Capital Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2022.