VNET Group
VNET
141 hedge funds and large institutions have $1.7B invested in VNET Group in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 41 closing their positions.
332% more call options, than puts
Call options by funds: $16.5M | Put options by funds: $3.81M
97% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 38
0.76% more ownership
Funds ownership: 14.72% → 15.47% (+0.76%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
15% less funds holding
Funds holding: 165 → 141 (-24)
22% less capital invested
Capital invested by funds: $2.18B → $1.7B (-$480M)
54% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAM
TT International Asset Management
London,
United Kingdom
|
+$45.4M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$31.4M |
| 3 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$31.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.2M |
| 5 |
ICP
Indus Capital Partners
New York
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Anatole Investment Management
Central,
Hong Kong
|
-$80.2M |
| 2 |
YCMGA
York Capital Management Global Advisors
New York
|
-$28.8M |
| 3 |
Morgan Stanley
New York
|
-$28.6M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$23.5M |
| 5 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$23.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EBSAM
176
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| – | -$11K | -350 | Closed |
|
|
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$5K | -198 | Closed |
|
178
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.63K | -141 | -89% |
|
179
Rockefeller Capital Management
New York
| – | -$1K | -58 | Closed |
|
|
GWS
180
Glassman Wealth Services
Vienna,
Virginia
| – | +$149 | +8 | New |
|
VNET Hedge Fund Activity: Q3 2021 in Review
141 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q3 2021, worth a combined $1.7B — down 22% from $2.18B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of VNET and 19 opened new positions — a net loss of 22 holders — while 38 trimmed existing stakes and 75 added.
The largest buyer was TT International Asset Management, adding an estimated $45.4M. The largest seller was Anatole Investment Management, exiting entirely with an estimated $80.2M sold.
- 141 institutional investors held VNET Group (VNET) as of Q3 2021, down from 165 in Q2 2021.
- Funds reported $1.7B of VNET Group stock for Q3 2021, down 22% quarter-over-quarter.
- 19 funds opened new VNET Group positions in Q3 2021 and 41 closed out, a net change of -22 holders.
- The largest VNET Group buyer in Q3 2021 was TT International Asset Management, an estimated $45.4M added.
- The largest VNET Group seller in Q3 2021 was Anatole Investment Management, an estimated $80.2M sold.
Based on aggregated 13F filings for Q3 2021.