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VNET

VNET Group
VNET

96 hedge funds and large institutions have $295M invested in VNET Group in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 10.79% → 10.65% (-0.14%)

8% less funds holding

Funds holding: 104 → 96 (-8)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

43% less capital invested

Capital invested by funds: $514M → $295M (-$219M)

52% less call options, than puts

Call options by funds: $602K | Put options by funds: $1.25M

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

Holders
96
Holders Change
-8
Holders Change %
-7.69%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
20
Increased
26
Reduced
32
Closed
28
Calls
$602K
Puts
$1.25M
Net Calls
-$643K
Net Calls Change
-$661K

Top Buyers

Rank Fund Capital Flow
1
AM
Ares Management
California
+$27.4M
2
AMH
Aspex Management (HK)
Hong Kong
+$14.5M
3
Jane Street
Jane Street
New York
+$12.8M
4
Bank of America
Bank of America
North Carolina
+$12.2M
5
AFM
Anson Funds Management
Texas
+$9.24M

Top Sellers

Rank Fund Capital Flow
1
TIAM
TT International Asset Management
United Kingdom
-$43.6M
2
DG
DigitalBridge Group
Florida
-$10.8M
3
HSC
Harbor Spring Capital
New York
-$9.73M
4
HRCM
Hawk Ridge Capital Management
California
-$9.65M
5
HLAM
Hidden Lake Asset Management
New York
-$9.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.64M -$437K -89,373 -10%
Morgan Stanley
27
Morgan Stanley
New York
$2M -$364K -74,412 -11%
Citigroup
28
Citigroup
New York
$1.67M +$33.2K +6,797 +1%
DKCM
29
Davidson Kempner Capital Management
New York
$1.38M – – –
DKP
30
Davidson Kempner Partners
New York
$1.38M +$2.08M +424,989 New
JFG
31
Jefferies Financial Group
New York
$1.27M +$1.92M +393,361 New
Deutsche Bank
32
Deutsche Bank
Germany
$1.26M – – –
Norges Bank
33
Norges Bank
Norway
$1.17M -$1.64M -335,413 -48%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$1.12M +$228K +46,721 +16%
Creative Planning
35
Creative Planning
Kansas
$1.01M +$533K +109,074 +54%
Barclays
36
Barclays
United Kingdom
$995K – – –
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$972K – – –
American Century Companies
38
American Century Companies
Missouri
$815K +$248K +50,736 +23%
QF
39
QVT Financial
New York
$785K +$1.18M +242,131 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$734K -$181K -37,089 -14%
TIAM
41
TT International Asset Management
United Kingdom
$589K -$43.6M -8,924,212 -98%
BHMP
42
Bardin Hill Management Partners
New York
$549K -$1.23M -252,585 -60%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$536K +$21.5K +4,395 +3%
HVCM
44
Hel Ved Capital Management
Hong Kong
$528K +$797K +163,000 New
CS
45
Credit Suisse
Switzerland
$527K +$17.7K +3,619 +2%
Invesco
46
Invesco
Georgia
$506K -$79.6K -16,278 -9%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$502K +$758K +155,079 New
Geode Capital Management
48
Geode Capital Management
Massachusetts
$502K +$67.5K +13,809 +10%
SSA
49
Schonfeld Strategic Advisors
New York
$501K +$586K +119,823 +346%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$420K +$253K +51,700 +66%
1
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VNET Hedge Fund Activity: Q1 2023 in Review

96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2023, worth a combined $295M — down 43% from $514M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VNET and 20 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 26 added.

The largest buyer was Ares Management, opening a new position worth an estimated $27.4M. The largest seller was TT International Asset Management, cutting an estimated $43.6M.

  • 96 institutional investors held VNET Group (VNET) as of Q1 2023, down from 104 in Q4 2022.
  • Funds reported $295M of VNET Group stock for Q1 2023, down 43% quarter-over-quarter.
  • 20 funds opened new VNET Group positions in Q1 2023 and 28 closed out, a net change of -8 holders.
  • The largest VNET Group buyer in Q1 2023 was Ares Management, an estimated $27.4M added.
  • The largest VNET Group seller in Q1 2023 was TT International Asset Management, an estimated $43.6M sold.

Based on aggregated 13F filings for Q1 2023.