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RLX Technology

98 hedge funds and large institutions have $752M invested in RLX Technology in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

32,433% more call options, than puts

Call options by funds: $13.4B | Put options by funds: $41.2M

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

4% less capital invested

Capital invested by funds: $781M → $752M (-$28.9M)

12% less funds holding

Funds holding: 11198 (-13)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

55.74% less ownership

Funds ownership: 64.8%9.06% (-56%)

Holders
98
Holders Change
-13
Holders Change %
-11.71%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
39
Reduced
27
Closed
34
Calls
$13.4B
Puts
$41.2M
Net Calls
+$13.4B
Net Calls Change
+$13.4B
Name Holding Trade Value Shares
Change
Change in
Stake
Coatue Management
1
Coatue Management
New York
$123M
BAM
2
Brilliance Asset Management
Hong Kong
$69.5M +$70.4M +6,889,072 +644%
BlackRock
3
BlackRock
New York
$66.4M -$55.3M -5,415,303 -42%
Morgan Stanley
4
Morgan Stanley
New York
$52.8M +$29.4M +2,880,438 +91%
FC
5
Franchise Capital
Cayman Islands
$46.4M +$26.3M +2,576,575 +94%
Vanguard Group
6
Vanguard Group
Pennsylvania
$39.6M +$43.9M +4,298,465 +1,820%
PCM
7
Prime Capital Management
Hong Kong
$33.6M +$39.3M +3,850,565 New
DVF
8
Discovery Value Fund
Singapore
$32.6M -$9.64M -943,410 -20%
State Street
9
State Street
Massachusetts
$24M +$12.4M +1,214,475 +79%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$22.3M -$10.6M -1,033,618 -29%
Bank of America
11
Bank of America
North Carolina
$18.2M +$8.88M +869,441 +71%
MWA
12
Marshall Wace Asia
Hong Kong
$15.2M +$258K +25,215 +1%
ICP
13
Indus Capital Partners
New York
$15M +$3.96M +387,946 +29%
JAM
14
Jupiter Asset Management
United Kingdom
$13M +$14.6M +1,431,069 +2,636%
JCAM
15
Jericho Capital Asset Management
New York
$12.4M +$7.79M +762,000 +117%
HCS
16
Himension Capital (Singapore)
Singapore
$12M -$2.61M -255,264 -16%
Allianz Asset Management
17
Allianz Asset Management
Germany
$11.7M -$20.3M -1,983,959 -60%
TIAM
18
TT International Asset Management
United Kingdom
$11.1M +$3.17M +310,346 +32%
Principal Financial Group
19
Principal Financial Group
Iowa
$10.4M -$63.5K -6,218 -0.5%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$9.61M +$9.51M +930,593 +558%
Deutsche Bank
21
Deutsche Bank
Germany
$7.78M +$7.3M +714,419 +404%
BA
22
Bridgewater Associates
Connecticut
$7.65M +$8.03M +786,042 +872%
WCM
23
Wildcat Capital Management
New York
$7.28M
HLAM
24
Hidden Lake Asset Management
New York
$7.14M +$2.02M +197,439 +32%
Legal & General Group
25
Legal & General Group
United Kingdom
$5.9M +$3.36M +328,450 +95%

RLX Hedge Fund Activity: Q2 2021 in Review

98 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in RLX Technology (RLX) for Q2 2021, worth a combined $752M — down 3.7% from $781M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of RLX and 21 opened new positions — a net loss of 13 holders — while 27 trimmed existing stakes and 39 added.

The largest buyer was Brilliance Asset Management, adding an estimated $70.4M. The largest seller was BlackRock, cutting an estimated $55.3M.

  • 98 institutional investors held RLX Technology (RLX) as of Q2 2021, down from 111 in Q1 2021.
  • Funds reported $752M of RLX Technology stock for Q2 2021, down 3.7% quarter-over-quarter.
  • 21 funds opened new RLX Technology positions in Q2 2021 and 34 closed out, a net change of -13 holders.
  • The largest RLX Technology buyer in Q2 2021 was Brilliance Asset Management, an estimated $70.4M added.
  • The largest RLX Technology seller in Q2 2021 was BlackRock, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2021.