VinFast Auto
39 hedge funds and large institutions have $19M invested in VinFast Auto in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
34% more funds holding
Funds holding: 29 → 39 (+10)
31% more call options, than puts
Call options by funds: $9.2M | Put options by funds: $7.04M
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0.1% less ownership
Funds ownership: 0.26% → 0.16% (-0.1%)
63% less capital invested
Capital invested by funds: $50.9M → $19M (-$31.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
| 3 |
Simplex Trading
Chicago,
Illinois
|
+$1.02M |
| 4 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$686K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
Jane Street
New York
|
-$4.98M |
| 3 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$1.52M |
| 4 |
BlackRock
New York
|
-$672K |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$456K |
VFS Hedge Fund Activity: Q1 2024 in Review
39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VinFast Auto (VFS) for Q1 2024, worth a combined $19M — down 63% from $50.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new VFS positions and 6 closed out — a net gain of 10 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.88M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 39 institutional investors held VinFast Auto (VFS) as of Q1 2024, up from 29 in Q4 2023.
- Funds reported $19M of VinFast Auto stock for Q1 2024, down 63% quarter-over-quarter.
- 16 funds opened new VinFast Auto positions in Q1 2024 and 6 closed out, a net change of +10 holders.
- The largest VinFast Auto buyer in Q1 2024 was Goldman Sachs, an estimated $1.88M added.
- The largest VinFast Auto seller in Q1 2024 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2024.