VNET Group
VNET
111 hedge funds and large institutions have $557M invested in VNET Group in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 47 closing their positions.
113% more call options, than puts
Call options by funds: $6.17M | Put options by funds: $2.89M
0.05% more ownership
Funds ownership: 11.33% → 11.38% (+0.05%)
20% less funds holding
Funds holding: 139 → 111 (-28)
24% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 45
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
35% less capital invested
Capital invested by funds: $858M → $557M (-$301M)
60% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$59.8M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$18.7M |
| 3 |
Morgan Stanley
New York
|
+$18.4M |
| 4 |
BTP
Bloom Tree Partners
New York
|
+$13.1M |
| 5 |
HSC
Harbor Spring Capital
New York
|
+$8.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$27.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$21M |
| 3 |
BlackRock
New York
|
-$14.1M |
| 4 |
NP
NS Partners
London,
United Kingdom
|
-$12.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
151
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$7K | -775 | Closed |
|
152
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -531 | Closed |
|
|
EWA
153
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$4K | -395 | Closed |
|
|
GWS
154
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -157 | Closed |
|
|
JWM
155
Janiczek Wealth Management
Denver,
Colorado
| – | -$1K | -124 | Closed |
|
156
Fidelity Investments
Boston,
Massachusetts
| – | +$77 | +10 | New |
|
VNET Hedge Fund Activity: Q1 2022 in Review
111 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2022, worth a combined $557M — down 35% from $858M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of VNET and 19 opened new positions — a net loss of 28 holders — while 45 trimmed existing stakes and 34 added.
The largest buyer was Fidelity International, adding an estimated $59.8M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $27.6M.
- 111 institutional investors held VNET Group (VNET) as of Q1 2022, down from 139 in Q4 2021.
- Funds reported $557M of VNET Group stock for Q1 2022, down 35% quarter-over-quarter.
- 19 funds opened new VNET Group positions in Q1 2022 and 47 closed out, a net change of -28 holders.
- The largest VNET Group buyer in Q1 2022 was Fidelity International, an estimated $59.8M added.
- The largest VNET Group seller in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $27.6M sold.
Based on aggregated 13F filings for Q1 2022.