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Tencent Music

315 hedge funds and large institutions have $6.22B invested in Tencent Music in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 108 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

74% more call options, than puts

Call options by funds: $96.6M | Put options by funds: $55.6M

24% more capital invested

Capital invested by funds: $4.99B → $6.22B (+$1.22B)

9% more funds holding

Funds holding: 290315 (+25)

0.21% less ownership

Funds ownership: 25.92%25.72% (-0.21%)

4% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 112

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
315
Holders Change
+25
Holders Change %
+8.62%
% of All Funds
4.55%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
62
Increased
108
Reduced
112
Closed
32
Calls
$96.6M
Puts
$55.6M
Net Calls
+$41M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$440M -$172M -12,820,250 -29%
Invesco
2
Invesco
Georgia
$373M -$35.5M -2,646,003 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$353M +$901K +67,081 +0.3%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$311M -$56.5M -4,207,648 -16%
KFA
5
Krane Funds Advisors
New York
$242M -$86.1M -6,409,621 -27%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$236M +$214M +15,924,345 +1,805%
Goldman Sachs
7
Goldman Sachs
New York
$197M +$63.2M +4,705,798 +51%
AMH
8
Aspex Management (HK)
Hong Kong
$189M -$61M -4,539,375 -25%
CCM
9
Cantillon Capital Management
New York
$185M +$177M +13,190,802 New
State Street
10
State Street
Massachusetts
$178M -$6.67M -496,482 -4%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$123M +$117M +8,738,400 New
Renaissance Technologies
12
Renaissance Technologies
New York
$110M -$483K -36,000 -0.5%
Citigroup
13
Citigroup
New York
$109M -$25.9M -1,927,892 -20%
DCM
14
Driehaus Capital Management
Illinois
$100M +$25.9M +1,925,124 +37%
Norges Bank
15
Norges Bank
Norway
$92.3M -$7.65M -569,405 -8%
Morgan Stanley
16
Morgan Stanley
New York
$92.2M +$32.5M +2,422,729 +59%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.8M +$30.7M +2,284,347 +59%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$85.6M -$7.89M -587,366 -9%
Federated Hermes
19
Federated Hermes
Pennsylvania
$83.1M -$38.9M -2,898,073 -33%
N
20
Nuveen
North Carolina
$77.2M +$17.3M +1,286,656 +31%
Bank of America
21
Bank of America
North Carolina
$76.2M -$1.33M -99,050 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$74M +$38.1M +2,834,212 +117%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$73.3M -$34.3M -2,553,464 -33%
AI
24
Axiom Investors
Connecticut
$65.2M +$24.4M +1,819,530 +65%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$62.8M +$59.7M +4,445,235 +18,902%

TME Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Tencent Music (TME) for Q2 2024, worth a combined $6.22B — up 24% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TME positions and 32 closed out — a net gain of 30 holders — while 108 added to existing stakes and 112 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $214M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $181M.

  • 315 institutional investors held Tencent Music (TME) as of Q2 2024, up from 290 in Q1 2024.
  • Funds reported $6.22B of Tencent Music stock for Q2 2024, up 24% quarter-over-quarter.
  • 62 funds opened new Tencent Music positions in Q2 2024 and 32 closed out, a net change of +30 holders.
  • The largest Tencent Music buyer in Q2 2024 was Schroder Investment Management Group, an estimated $214M added.
  • The largest Tencent Music seller in Q2 2024 was Canada Pension Plan Investment Board, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.