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Sea Limited

525 hedge funds and large institutions have $16.6B invested in Sea Limited in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 165 increasing their positions, 198 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $773M

13% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 71

0.22% more ownership

Funds ownership: 61.85%62.08% (+0.22%)

0% more funds holding

Funds holding: 525525 (0)

7% less capital invested

Capital invested by funds: $17.8B → $16.6B (-$1.2B)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 198

Holders
525
Holders Change
Holders Change %
0%
% of All Funds
8.44%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
0.69%
New
80
Increased
165
Reduced
198
Closed
71
Calls
$1.14B
Puts
$773M
Net Calls
+$365M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.13B +$473M +8,775,411 +27%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.12B -$262M -4,867,477 -18%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$1.05B +$191M +3,536,349 +21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$959M +$312M +5,786,411 +46%
Sands Capital Management
5
Sands Capital Management
Virginia
$782M -$244M -4,518,580 -23%
BlackRock
6
BlackRock
New York
$779M -$33.8M -627,564 -4%
Capital World Investors
7
Capital World Investors
California
$426M +$178M +3,294,179 +67%
Capital International Investors
8
Capital International Investors
California
$369M +$162M +2,996,631 +73%
Morgan Stanley
9
Morgan Stanley
New York
$365M -$137M -2,543,465 -27%
State Street
10
State Street
Massachusetts
$359M -$6.89M -127,930 -2%
AMH
11
Aspex Management (HK)
Hong Kong
$338M +$63.9M +1,185,503 +22%
Goldman Sachs
12
Goldman Sachs
New York
$328M -$18.2M -337,888 -5%
Norges Bank
13
Norges Bank
Norway
$237M +$50.2M +931,677 +26%
JP Morgan Chase
14
JP Morgan Chase
New York
$222M -$21.9M -405,602 -9%
CLC
15
Charles-Lim Capital
Hong Kong
$221M -$26.9M -500,000 -11%
KM
16
Kora Management
New York
$207M
Artisan Partners
17
Artisan Partners
Wisconsin
$205M -$816K -15,141 -0.4%
HCS
18
Himension Capital (Singapore)
Singapore
$191M +$5.32M +98,635 +3%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$188M -$23.7M -439,203 -11%
WA
20
WFM Asia
British Virgin Islands
$187M +$15.7M +291,300 +9%
Tiger Global Management
21
Tiger Global Management
New York
$185M -$323M -5,994,137 -63%
EIG
22
EdgePoint Investment Group
Ontario, Canada
$185M +$15.3M +283,869 +9%
ClearBridge Investments
23
ClearBridge Investments
New York
$166M -$19.7M -365,568 -10%
KCMH
24
Kontiki Capital Management (HK)
Hong Kong
$166M +$63.4M +1,177,126 +59%
Temasek Holdings
25
Temasek Holdings
Singapore
$161M

SE Hedge Fund Activity: Q4 2022 in Review

525 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sea Limited (SE) for Q4 2022, worth a combined $16.6B — down 6.7% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SE positions and 71 closed out — a net gain of 9 holders — while 165 added to existing stakes and 198 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $473M. The largest seller was Tiger Global Management, cutting an estimated $323M.

  • 525 institutional investors held Sea Limited (SE) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $16.6B of Sea Limited stock for Q4 2022, down 6.7% quarter-over-quarter.
  • 80 funds opened new Sea Limited positions in Q4 2022 and 71 closed out, a net change of +9 holders.
  • The largest Sea Limited buyer in Q4 2022 was Capital Research Global Investors, an estimated $473M added.
  • The largest Sea Limited seller in Q4 2022 was Tiger Global Management, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2022.