ATRenew
RERE
30 hedge funds and large institutions have $51.4M invested in ATRenew in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more funds holding
Funds holding: 27 → 30 (+3)
0.45% more ownership
Funds ownership: 24.52% → 24.97% (+0.45%)
20% less capital invested
Capital invested by funds: $64.6M → $51.4M (-$13.2M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$1.29M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$893K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$343K |
| 4 |
Renaissance Technologies
New York
|
+$142K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
-$726K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$472K |
| 3 |
BlackRock
New York
|
-$177K |
| 4 |
D.E. Shaw & Co
New York
|
-$131K |
| 5 |
Goldman Sachs
New York
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $6.48K | -$887 | -353 | -11% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$6.12K | +2,435 | New |
|
28
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5.05K | +$5.56K | +2,213 | New |
|
29
Citigroup
New York
| $2.35K | – | – | – |
|
|
TWC
30
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $16 | – | – | – |
|
|
VIA
31
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$131K | -44,973 | Closed |
|
32
Mariner
Overland Park,
Kansas
| – | -$32.1K | -10,998 | Closed |
|
RERE Hedge Fund Activity: Q3 2023 in Review
30 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q3 2023, worth a combined $51.4M — down 20% from $64.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RERE positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Lansdowne Partners (UK), opening a new position worth an estimated $1.29M. The largest seller was Yong Rong (HK) Asset Management, cutting an estimated $726K.
- 30 institutional investors held ATRenew (RERE) as of Q3 2023, up from 27 in Q2 2023.
- Funds reported $51.4M of ATRenew stock for Q3 2023, down 20% quarter-over-quarter.
- 5 funds opened new ATRenew positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest ATRenew buyer in Q3 2023 was Lansdowne Partners (UK), an estimated $1.29M added.
- The largest ATRenew seller in Q3 2023 was Yong Rong (HK) Asset Management, an estimated $726K sold.
Based on aggregated 13F filings for Q3 2023.