VNET Group
VNET
69 hedge funds and large institutions have $332M invested in VNET Group in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 31 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
16% less funds holding
Funds holding: 82 → 69 (-13)
42% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 31
49% less call options, than puts
Call options by funds: $8.9M | Put options by funds: $17.6M
61% less capital invested
Capital invested by funds: $857M → $332M (-$525M)
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
+$22M |
| 2 |
SAC
SPQ Asia Capital
Hong Kong
|
+$21.3M |
| 3 |
Goldman Sachs
New York
|
+$13.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.12M |
| 5 |
TAAM
Top Ace Asset Management
Hong Kong
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$96.4M |
| 2 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$70.1M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$30M |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$16M |
| 5 |
PAM
Prudence Asset Management
Hong Kong
|
-$15.8M |
VNET Hedge Fund Activity: Q2 2016 in Review
69 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2016, worth a combined $332M — down 61% from $857M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of VNET and 18 opened new positions — a net loss of 13 holders — while 15 trimmed existing stakes and 28 added.
The largest buyer was First Manhattan, opening a new position worth an estimated $22M. The largest seller was Sculptor Capital, exiting entirely with an estimated $96.4M sold.
- 69 institutional investors held VNET Group (VNET) as of Q2 2016, down from 82 in Q1 2016.
- Funds reported $332M of VNET Group stock for Q2 2016, down 61% quarter-over-quarter.
- 18 funds opened new VNET Group positions in Q2 2016 and 31 closed out, a net change of -13 holders.
- The largest VNET Group buyer in Q2 2016 was First Manhattan, an estimated $22M added.
- The largest VNET Group seller in Q2 2016 was Sculptor Capital, an estimated $96.4M sold.
Based on aggregated 13F filings for Q2 2016.