Tuya Inc
TUYA
45 hedge funds and large institutions have $1.18B invested in Tuya Inc in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 20 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more capital invested
Capital invested by funds: $903M → $1.18B (+$276M)
1.26% more ownership
Funds ownership: 10.23% → 11.49% (+1.3%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
20% less funds holding
Funds holding: 56 → 45 (-11)
55% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$195M |
| 2 |
FC
Franchise Capital
Grand Cayman,
Cayman Islands
|
+$32.4M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$20.1M |
| 4 |
LR
Library Research
Hong Kong
|
+$17.5M |
| 5 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
+$8.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$82.6M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$20.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$12.1M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11.3M |
| 5 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$10.6M |
TUYA Hedge Fund Activity: Q2 2021 in Review
45 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Tuya Inc (TUYA) for Q2 2021, worth a combined $1.18B — up 31% from $903M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of TUYA and 9 opened new positions — a net loss of 11 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was UBS AM, opening a new position worth an estimated $195M. The largest seller was Morgan Stanley, cutting an estimated $82.6M.
- 45 institutional investors held Tuya Inc (TUYA) as of Q2 2021, down from 56 in Q1 2021.
- Funds reported $1.18B of Tuya Inc stock for Q2 2021, up 31% quarter-over-quarter.
- 9 funds opened new Tuya Inc positions in Q2 2021 and 20 closed out, a net change of -11 holders.
- The largest Tuya Inc buyer in Q2 2021 was UBS AM, an estimated $195M added.
- The largest Tuya Inc seller in Q2 2021 was Morgan Stanley, an estimated $82.6M sold.
Based on aggregated 13F filings for Q2 2021.