ATRenew
RERE
27 hedge funds and large institutions have $64.5M invested in ATRenew in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $55.5M → $64.5M (+$8.94M)
8% more funds holding
Funds holding: 25 → 27 (+2)
1.93% less ownership
Funds ownership: 26.07% → 24.14% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$1.37M |
| 2 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
+$1.05M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$480K |
| 4 |
Renaissance Technologies
New York
|
+$374K |
| 5 |
D.E. Shaw & Co
New York
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$6.07M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
-$1.16M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$188K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$56.6K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$50.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
26
Blue Trust Inc
Alpharetta,
Georgia
| $1K | +$580 | +276 | New |
|
|
TWC
27
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $21 | – | – | – |
|
|
28
HSBC Holdings
London,
United Kingdom
| – | -$1.16M | -451,739 | Closed |
|
|
PCM
29
Penserra Capital Management
Orinda,
California
| – | -$188K | -81,870 | Closed |
|
|
CSS
30
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$50K | -21,919 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$15K | -6,407 | Closed |
|
32
First Manhattan
New York
| – | -$11K | -5,000 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -919 | Closed |
|
RERE Hedge Fund Activity: Q4 2022 in Review
27 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q4 2022, worth a combined $64.5M — up 16% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RERE positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Prescott Group Capital Management, adding an estimated $1.37M. The largest seller was Tiger Global Management, cutting an estimated $6.07M.
- 27 institutional investors held ATRenew (RERE) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $64.5M of ATRenew stock for Q4 2022, up 16% quarter-over-quarter.
- 8 funds opened new ATRenew positions in Q4 2022 and 6 closed out, a net change of +2 holders.
- The largest ATRenew buyer in Q4 2022 was Prescott Group Capital Management, an estimated $1.37M added.
- The largest ATRenew seller in Q4 2022 was Tiger Global Management, an estimated $6.07M sold.
Based on aggregated 13F filings for Q4 2022.