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Sea Limited

592 hedge funds and large institutions have $19.8B invested in Sea Limited in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 250 increasing their positions, 188 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 188

2% more call options, than puts

Call options by funds: $1.01B | Put options by funds: $993M

11% less funds holding in top 10

Funds holding in top 10: 6558 (-7)

12% less funds holding

Funds holding: 673592 (-81)

18.4% less ownership

Funds ownership: 76.1%57.7% (-18%)

45% less capital invested

Capital invested by funds: $36.3B → $19.8B (-$16.4B)

52% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 141

Holders
592
Holders Change
-81
Holders Change %
-12.04%
% of All Funds
9.97%
Holding in Top 10
58
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.77%
% of All Funds
0.98%
New
67
Increased
250
Reduced
188
Closed
141
Calls
$1.01B
Puts
$993M
Net Calls
+$17M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$180M +$64.4M +756,034 +39%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$173M -$1.88M -22,063 -0.9%
PP
28
Prudential plc
United Kingdom
$152M +$37.3M +438,030 +24%
EIG
29
EdgePoint Investment Group
Ontario, Canada
$150M +$191M +2,241,270 New
Geode Capital Management
30
Geode Capital Management
Massachusetts
$147M +$27M +316,695 +16%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$147M -$5.69M -66,818 -3%
GAMH
32
Greenwoods Asset Management (HK)
Hong Kong
$140M +$34.1M +399,958 +24%
SM
33
SCGE Management
California
$137M -$17.9M -210,000 -9%
DVF
34
Discovery Value Fund
Singapore
$136M +$50M +587,130 +41%
Bessemer Group
35
Bessemer Group
New Jersey
$135M -$7.44M -87,332 -4%
NAMA
36
Nikko Asset Management Americas
New York
$132M -$124M -1,460,012 -42%
KCMH
37
Kontiki Capital Management (HK)
Hong Kong
$131M +$18.9M +222,202 +13%
SP
38
ShawSpring Partners
Massachusetts
$130M +$4.52M +53,059 +3%
Legal & General Group
39
Legal & General Group
United Kingdom
$128M +$49.2M +577,778 +43%
American Century Companies
40
American Century Companies
Missouri
$125M -$183K -2,145 -0.1%
UBS Group
41
UBS Group
Switzerland
$125M +$25.7M +301,780 +19%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$121M +$118M +1,382,290 +327%
FFM
43
Fullerton Fund Management
Singapore
$116M -$6.7M -78,614 -4%
Bank of America
44
Bank of America
North Carolina
$115M -$94.5M -1,108,608 -39%
WA
45
Wasatch Advisors
Utah
$113M +$18M +211,698 +14%
APA
46
Arisaig Partners (Asia)
Singapore
$112M +$10.4M +121,745 +8%
Aberdeen Group
47
Aberdeen Group
United Kingdom
$106M -$28.9M -339,166 -18%
Swiss National Bank
48
Swiss National Bank
Switzerland
$101M +$12.7M +148,500 +11%
Northern Trust
49
Northern Trust
Illinois
$97.6M +$12.9M +151,482 +12%
Deutsche Bank
50
Deutsche Bank
Germany
$92.6M -$39M -457,770 -25%

SE Hedge Fund Activity: Q2 2022 in Review

592 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sea Limited (SE) for Q2 2022, worth a combined $19.8B — down 45% from $36.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of SE and 67 opened new positions — a net loss of 74 holders — while 188 trimmed existing stakes and 250 added.

The largest buyer was Aspex Management (HK), adding an estimated $250M. The largest seller was Capital World Investors, cutting an estimated $791M.

  • 592 institutional investors held Sea Limited (SE) as of Q2 2022, down from 673 in Q1 2022.
  • Funds reported $19.8B of Sea Limited stock for Q2 2022, down 45% quarter-over-quarter.
  • 67 funds opened new Sea Limited positions in Q2 2022 and 141 closed out, a net change of -74 holders.
  • The largest Sea Limited buyer in Q2 2022 was Aspex Management (HK), an estimated $250M added.
  • The largest Sea Limited seller in Q2 2022 was Capital World Investors, an estimated $791M sold.

Based on aggregated 13F filings for Q2 2022.