VNET Group
VNET
187 hedge funds and large institutions have $3.25B invested in VNET Group in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 35 closing their positions.
487% more call options, than puts
Call options by funds: $111M | Put options by funds: $18.9M
71% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 35
32% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 50
23% more capital invested
Capital invested by funds: $2.65B → $3.25B (+$607M)
14% more funds holding
Funds holding: 164 → 187 (+23)
3.73% more ownership
Funds ownership: 11.9% → 15.63% (+3.7%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
+$314M |
| 2 |
CC
Cederberg Capital
London,
United Kingdom
|
+$267M |
| 3 |
AIM
Anatole Investment Management
Central,
Hong Kong
|
+$144M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$78.9M |
| 5 |
BlackRock
New York
|
+$75.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$99.5M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$60.3M |
| 3 |
CCM
CAAS Capital Management
New York
|
-$53.4M |
| 4 |
Lazard Asset Management
New York
|
-$33.2M |
| 5 |
SCH
Sylebra Capital (HK)
Hong Kong
|
-$30.6M |
VNET Hedge Fund Activity: Q1 2021 in Review
187 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2021, worth a combined $3.25B — up 23% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VNET positions and 35 closed out — a net gain of 25 holders — while 66 added to existing stakes and 50 trimmed.
The largest buyer was Blackstone Inc, opening a new position worth an estimated $314M. The largest seller was Morgan Stanley, cutting an estimated $99.5M.
- 187 institutional investors held VNET Group (VNET) as of Q1 2021, up from 164 in Q4 2020.
- Funds reported $3.25B of VNET Group stock for Q1 2021, up 23% quarter-over-quarter.
- 60 funds opened new VNET Group positions in Q1 2021 and 35 closed out, a net change of +25 holders.
- The largest VNET Group buyer in Q1 2021 was Blackstone Inc, an estimated $314M added.
- The largest VNET Group seller in Q1 2021 was Morgan Stanley, an estimated $99.5M sold.
Based on aggregated 13F filings for Q1 2021.