VNET Group
VNET
140 hedge funds and large institutions have $1.53B invested in VNET Group in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 19 closing their positions.
500% more call options, than puts
Call options by funds: $2.86M | Put options by funds: $477K
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
33% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 39
24% more capital invested
Capital invested by funds: $1.23B → $1.53B (+$300M)
15% more funds holding
Funds holding: 122 → 140 (+18)
0.53% more ownership
Funds ownership: 9.93% → 10.46% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTP
Bloom Tree Partners
New York
|
+$55.9M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$45.7M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$44.6M |
| 4 |
Lazard Asset Management
New York
|
+$42M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$47.6M |
| 2 |
Renaissance Technologies
New York
|
-$20.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$19.4M |
| 4 |
KFA
Krane Funds Advisors
New York
|
-$17.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$15.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAMH
151
Taikang Asset Management (HK)
Hong Kong
| – | -$716K | -30,000 | Closed |
|
|
FC
152
FORA Capital
Miami,
Florida
| – | -$615K | -25,792 | Closed |
|
|
TI
153
Trexquant Investment
Stamford,
Connecticut
| – | -$567K | -23,778 | Closed |
|
154
Wolverine Trading
Chicago,
Illinois
| – | -$492K | -21,118 | Closed |
|
155
SG Americas Securities
New York
| – | -$227K | -9,507 | Closed |
|
|
CIP
156
Cornerstone Investment Partners
Atlanta,
Georgia
| – | -$224K | -9,370 | Closed |
|
|
WCM
157
Weld Capital Management
New York
| – | -$218K | -9,136 | Closed |
|
158
American Century Companies
Kansas City,
Missouri
| – | -$203K | -8,507 | Closed |
|
|
TC
159
TownSquare Capital
Provo,
Utah
| – | -$202K | -8,204 | Closed |
|
160
Group One Trading
Chicago,
Illinois
| – | -$132K | -5,649 | Closed |
|
VNET Hedge Fund Activity: Q3 2020 in Review
140 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q3 2020, worth a combined $1.53B — up 24% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new VNET positions and 19 closed out — a net gain of 18 holders — while 52 added to existing stakes and 39 trimmed.
The largest buyer was Bloom Tree Partners, adding an estimated $55.9M. The largest seller was Light Street Capital Management, exiting entirely with an estimated $47.6M sold.
- 140 institutional investors held VNET Group (VNET) as of Q3 2020, up from 122 in Q2 2020.
- Funds reported $1.53B of VNET Group stock for Q3 2020, up 24% quarter-over-quarter.
- 37 funds opened new VNET Group positions in Q3 2020 and 19 closed out, a net change of +18 holders.
- The largest VNET Group buyer in Q3 2020 was Bloom Tree Partners, an estimated $55.9M added.
- The largest VNET Group seller in Q3 2020 was Light Street Capital Management, an estimated $47.6M sold.
Based on aggregated 13F filings for Q3 2020.