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Sea Limited

492 hedge funds and large institutions have $13B invested in Sea Limited in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 191 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $928M

1.62% less ownership

Funds ownership: 58.36%56.74% (-1.6%)

10% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 191

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

14% less funds holding

Funds holding: 570492 (-78)

26% less capital invested

Capital invested by funds: $17.7B → $13B (-$4.67B)

57% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 131

Holders
492
Holders Change
-78
Holders Change %
-13.68%
% of All Funds
7.81%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.51%
New
56
Increased
171
Reduced
191
Closed
131
Calls
$1.43B
Puts
$928M
Net Calls
+$507M
Net Calls Change
+$594M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
26
ShawSpring Partners
Massachusetts
$113M +$36.3M +742,293 +40%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$112M +$4.84M +99,018 +4%
SM
28
SCGE Management
California
$99.1M
Legal & General Group
29
Legal & General Group
United Kingdom
$95.4M +$1.19M +24,340 +1%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$92.9M +$13.4M +273,551 +15%
FBIL
31
First Beijing Investment Ltd
Hong Kong
$77.4M +$76.5M +1,564,041 +794%
Bank of America
32
Bank of America
North Carolina
$73.8M -$27.5M -563,360 -25%
CG
33
Carmignac Gestion
France
$73.4M +$11.8M +240,482 +17%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$70.5M +$56.6M +1,157,136 +258%
OCBCO
35
Oversea-Chinese Banking Corp (OCBC)
Singapore
$67.5M +$12.1M +247,910 +19%
TCM
36
Tekne Capital Management
New York
$65.8M +$3.99M +81,590 +6%
Northern Trust
37
Northern Trust
Illinois
$64.6M +$4.18M +85,476 +6%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$64M +$60.8M +1,244,175 +588%
CFM
39
Coronation Fund Managers
South Africa
$60.8M +$22.3M +456,810 +49%
APA
40
Arisaig Partners (Asia)
Singapore
$59.1M +$1.62M +33,200 +3%
Bessemer Group
41
Bessemer Group
New Jersey
$59M +$1.16M +23,789 +2%
Aviva
42
Aviva
United Kingdom
$58.8M +$7.6M +155,391 +13%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$55.1M -$26.3M -537,907 -30%
WA
44
Wasatch Advisors
Utah
$54.5M +$4.47M +91,447 +8%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.4M -$3.91M -80,067 -6%
Fidelity International
46
Fidelity International
Bermuda
$52.5M -$4.8M -98,233 -8%
AG
47
AIA Group
Hong Kong
$52.2M -$28.4M -580,033 -33%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$52.1M +$14.5M +296,858 +34%
Swiss National Bank
49
Swiss National Bank
Switzerland
$51.3M -$6.61M -135,200 -10%
FFM
50
Fullerton Fund Management
Singapore
$46.2M -$12.3M -250,952 -19%

SE Hedge Fund Activity: Q3 2023 in Review

492 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sea Limited (SE) for Q3 2023, worth a combined $13B — down 26% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of SE and 56 opened new positions — a net loss of 75 holders — while 191 trimmed existing stakes and 171 added.

The largest buyer was Tiger Global Management, adding an estimated $407M. The largest seller was Capital Research Global Investors, cutting an estimated $1.3B.

  • 492 institutional investors held Sea Limited (SE) as of Q3 2023, down from 570 in Q2 2023.
  • Funds reported $13B of Sea Limited stock for Q3 2023, down 26% quarter-over-quarter.
  • 56 funds opened new Sea Limited positions in Q3 2023 and 131 closed out, a net change of -75 holders.
  • The largest Sea Limited buyer in Q3 2023 was Tiger Global Management, an estimated $407M added.
  • The largest Sea Limited seller in Q3 2023 was Capital Research Global Investors, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2023.