VNET Group
VNET
122 hedge funds and large institutions have $1.23B invested in VNET Group in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 15 closing their positions.
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
247% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 15
144% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $4.4M
91% more capital invested
Capital invested by funds: $642M → $1.23B (+$585M)
44% more funds holding
Funds holding: 85 → 122 (+37)
0.7% more ownership
Funds ownership: 9.23% → 9.93% (+0.7%)
12% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$32.2M |
| 2 |
Barclays
London,
United Kingdom
|
+$17.3M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$16.6M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$15.6M |
| 5 |
BTP
Bloom Tree Partners
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Temasek Holdings
Singapore
|
-$24M |
| 2 |
JCAM
Jericho Capital Asset Management
New York
|
-$20.1M |
| 3 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$18.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.7M |
| 5 |
DI
Dalton Investments
Las Vegas,
Nevada
|
-$7.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$2.16M | -155,600 | Closed |
|
|
SCM
127
Segantii Capital Management
Hong Kong
| – | -$1.74M | -125,569 | Closed |
|
|
BIM
128
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$1.71M | -123,275 | Closed |
|
|
PAM
129
Pinpoint Asset Management
Hong Kong
| – | -$1.14M | -82,000 | Closed |
|
|
RCG
130
Rock Creek Group
Washington,
District of Columbia
| – | -$832K | -60,000 | Closed |
|
|
CI
131
Cooper Investors
Melbourne, Victoria,
Australia
| – | -$828K | -59,762 | Closed |
|
132
Two Sigma Investments
New York
| – | -$825K | -59,526 | Closed |
|
|
GCP
133
GSA Capital Partners
London,
United Kingdom
| – | -$685K | -49,443 | Closed |
|
|
CANY
134
Caxton Associates (New York)
New York
| – | -$395K | -28,504 | Closed |
|
135
Walleye Capital
New York
| – | -$240K | -17,349 | Closed |
|
136
Walleye Trading
New York
| – | -$109K | -6,766 | Closed |
|
137
DZ Bank
Frankfurt Am Main,
Germany
| – | -$83.2K | -6,000 | Closed |
|
|
TRCT
138
Tower Research Capital (TRC)
New York
| – | -$2K | -122 | Closed |
|
VNET Hedge Fund Activity: Q2 2020 in Review
122 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2020, worth a combined $1.23B — up 91% from $642M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new VNET positions and 15 closed out — a net gain of 37 holders — while 30 added to existing stakes and 34 trimmed.
The largest buyer was Light Street Capital Management, opening a new position worth an estimated $32.2M. The largest seller was Temasek Holdings, cutting an estimated $24M.
- 122 institutional investors held VNET Group (VNET) as of Q2 2020, up from 85 in Q1 2020.
- Funds reported $1.23B of VNET Group stock for Q2 2020, up 91% quarter-over-quarter.
- 52 funds opened new VNET Group positions in Q2 2020 and 15 closed out, a net change of +37 holders.
- The largest VNET Group buyer in Q2 2020 was Light Street Capital Management, an estimated $32.2M added.
- The largest VNET Group seller in Q2 2020 was Temasek Holdings, an estimated $24M sold.
Based on aggregated 13F filings for Q2 2020.