VNET Group
VNET
106 hedge funds and large institutions have $520M invested in VNET Group in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 26 closing their positions.
766% more call options, than puts
Call options by funds: $7.12M | Put options by funds: $822K
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
1.33% less ownership
Funds ownership: 11.38% → 10.05% (-1.3%)
5% less funds holding
Funds holding: 111 → 106 (-5)
7% less capital invested
Capital invested by funds: $557M → $520M (-$36.5M)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
+$15.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.75M |
| 4 |
KFA
Krane Funds Advisors
New York
|
+$8.26M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Cederberg Capital
London,
United Kingdom
|
-$27.4M |
| 2 |
Morgan Stanley
New York
|
-$19.7M |
| 3 |
Temasek Holdings
Singapore
|
-$14.5M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$12.8M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$12.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Russell Investments Group
London,
United Kingdom
| – | -$75K | -12,891 | Closed |
|
|
QT
127
Quantbot Technologies
New York
| – | -$63K | -10,844 | Closed |
|
|
JG
128
Jefferies Group
New York
| – | -$58.3K | -10,000 | Closed |
|
|
SMDAM
129
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| – | -$58K | -10,000 | Closed |
|
|
PI
130
PEAK6 Investments
Chicago,
Illinois
| – | -$48K | -8,317 | Closed |
|
|
AIG
131
American International Group
New York
| – | -$7K | -1,208 | Closed |
|
132
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$456 | +77 | New |
|
VNET Hedge Fund Activity: Q2 2022 in Review
106 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2022, worth a combined $520M — down 6.6% from $557M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of VNET and 22 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 34 added.
The largest buyer was Oasis Management Company, adding an estimated $15.5M. The largest seller was Cederberg Capital, exiting entirely with an estimated $27.4M sold.
- 106 institutional investors held VNET Group (VNET) as of Q2 2022, down from 111 in Q1 2022.
- Funds reported $520M of VNET Group stock for Q2 2022, down 6.6% quarter-over-quarter.
- 22 funds opened new VNET Group positions in Q2 2022 and 26 closed out, a net change of -4 holders.
- The largest VNET Group buyer in Q2 2022 was Oasis Management Company, an estimated $15.5M added.
- The largest VNET Group seller in Q2 2022 was Cederberg Capital, an estimated $27.4M sold.
Based on aggregated 13F filings for Q2 2022.