VNET Group
VNET
164 hedge funds and large institutions have $2.65B invested in VNET Group in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 25 closing their positions.
141% more call options, than puts
Call options by funds: $19.2M | Put options by funds: $7.97M
104% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 25
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
70% more capital invested
Capital invested by funds: $1.55B → $2.65B (+$1.09B)
29% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 45
17% more funds holding
Funds holding: 140 → 164 (+24)
1.43% more ownership
Funds ownership: 10.46% → 11.9% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$49.2M |
| 2 |
CCM
CAAS Capital Management
New York
|
+$40.5M |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
+$28.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$27.4M |
| 5 |
AWG
Alpha Wave Global
New York
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$33.5M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$30.7M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$21.4M |
| 4 |
Morgan Stanley
New York
|
-$20.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$17.2M |
VNET Hedge Fund Activity: Q4 2020 in Review
164 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q4 2020, worth a combined $2.65B — up 70% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VNET positions and 25 closed out — a net gain of 26 holders — while 58 added to existing stakes and 45 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $49.2M. The largest seller was Aspex Management (HK), exiting entirely with an estimated $33.5M sold.
- 164 institutional investors held VNET Group (VNET) as of Q4 2020, up from 140 in Q3 2020.
- Funds reported $2.65B of VNET Group stock for Q4 2020, up 70% quarter-over-quarter.
- 51 funds opened new VNET Group positions in Q4 2020 and 25 closed out, a net change of +26 holders.
- The largest VNET Group buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $49.2M added.
- The largest VNET Group seller in Q4 2020 was Aspex Management (HK), an estimated $33.5M sold.
Based on aggregated 13F filings for Q4 2020.