ATRenew
RERE
32 hedge funds and large institutions have $47.2M invested in ATRenew in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 30 → 32 (+2)
2.26% more ownership
Funds ownership: 24.97% → 27.23% (+2.3%)
8% less capital invested
Capital invested by funds: $51.4M → $47.2M (-$4.2M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.07M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$525K |
| 3 |
Renaissance Technologies
New York
|
+$496K |
| 4 |
Two Sigma Investments
New York
|
+$158K |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$79.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
-$482K |
| 2 |
Norges Bank
Oslo,
Norway
|
-$442K |
| 3 |
Goldman Sachs
New York
|
-$159K |
| 4 |
BlackRock
New York
|
-$99.4K |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$60.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
26
Blue Trust Inc
Alpharetta,
Georgia
| $20K | +$15.8K | +8,988 | New |
|
27
RhumbLine Advisers
Boston,
Massachusetts
| $18.9K | -$16.3K | -9,275 | -48% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $10.5K | -$9.05K | -5,165 | -48% |
|
29
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.45K | -$731 | -417 | -19% |
|
30
Lazard Asset Management
New York
| $3K | +$2.96K | +1,686 | New |
|
31
Citigroup
New York
| $1.98K | – | – | – |
|
|
TWC
32
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $12 | – | – | – |
|
|
YRHAM
33
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| – | -$482K | -211,250 | Closed |
|
|
34
Norges Bank
Oslo,
Norway
| – | -$442K | -194,030 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -2,435 | Closed |
|
RERE Hedge Fund Activity: Q4 2023 in Review
32 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in ATRenew (RERE) for Q4 2023, worth a combined $47.2M — down 8.2% from $51.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RERE positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.07M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $482K sold.
- 32 institutional investors held ATRenew (RERE) as of Q4 2023, up from 30 in Q3 2023.
- Funds reported $47.2M of ATRenew stock for Q4 2023, down 8.2% quarter-over-quarter.
- 5 funds opened new ATRenew positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest ATRenew buyer in Q4 2023 was Morgan Stanley, an estimated $3.07M added.
- The largest ATRenew seller in Q4 2023 was Yong Rong (HK) Asset Management, an estimated $482K sold.
Based on aggregated 13F filings for Q4 2023.