VNET Group
VNET
72 hedge funds and large institutions have $353M invested in VNET Group in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 31 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
0% more capital invested
Capital invested by funds: $351M → $353M (+$1.73M)
0.21% more ownership
Funds ownership: 8.86% → 9.07% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less funds holding
Funds holding: 90 → 72 (-18)
58% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 31
84% less call options, than puts
Call options by funds: $937K | Put options by funds: $6.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$7.9M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$6.31M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.3M |
| 4 |
Citigroup
New York
|
+$3.4M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Krane Funds Advisors
New York
|
-$7.46M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$3.68M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.87M |
| 4 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$2.34M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMFS
101
Squar Milner Financial Services
Irvine,
California
| – | -$6K | -860 | Closed |
|
102
BNP Paribas Financial Markets
Paris,
France
| – | -$468 | -59 | Closed |
|
VNET Hedge Fund Activity: Q2 2019 in Review
72 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2019, worth a combined $353M — up 0.49% from $351M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of VNET and 13 opened new positions — a net loss of 18 holders — while 23 trimmed existing stakes and 24 added.
The largest buyer was Sylebra Capital (HK), adding an estimated $7.9M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $7.46M sold.
- 72 institutional investors held VNET Group (VNET) as of Q2 2019, down from 90 in Q1 2019.
- Funds reported $353M of VNET Group stock for Q2 2019, up 0.49% quarter-over-quarter.
- 13 funds opened new VNET Group positions in Q2 2019 and 31 closed out, a net change of -18 holders.
- The largest VNET Group buyer in Q2 2019 was Sylebra Capital (HK), an estimated $7.9M added.
- The largest VNET Group seller in Q2 2019 was Krane Funds Advisors, an estimated $7.46M sold.
Based on aggregated 13F filings for Q2 2019.