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VNET

VNET Group

165 hedge funds and large institutions have $2.18B invested in VNET Group in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $4.89M

62% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 47

0.91% less ownership

Funds ownership: 15.63%14.72% (-0.91%)

12% less funds holding

Funds holding: 187165 (-22)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

29% less capital invested

Capital invested by funds: $3.08B → $2.18B (-$903M)

40% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 50

Holders
165
Holders Change
-22
Holders Change %
-11.76%
% of All Funds
2.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
30
Increased
76
Reduced
47
Closed
50
Calls
$43.8M
Puts
$4.89M
Net Calls
+$38.9M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$223M +$29.7M +1,167,494 +14%
TIAM
2
TT International Asset Management
United Kingdom
$222M +$112M +4,396,872 +83%
CC
3
Cederberg Capital
United Kingdom
$177M +$11.6M +457,000 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$93.7M +$15.8M +618,460 +18%
Fidelity International
5
Fidelity International
Bermuda
$84.8M +$12.2M +479,720 +15%
BlackRock
6
BlackRock
New York
$83.8M -$3.95M -155,238 -4%
AIM
7
Anatole Investment Management
Hong Kong
$80.2M -$10.9M -428,510 -11%
TIM
8
Thornburg Investment Management
New Mexico
$74.7M +$19.1M +751,091 +30%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$58.4M +$5.53M +217,150 +9%
BTP
10
Bloom Tree Partners
New York
$57.3M -$12.1M -473,191 -16%
Temasek Holdings
11
Temasek Holdings
Singapore
$56.9M
AllianceBernstein
12
AllianceBernstein
Tennessee
$54.2M +$885K +34,750 +1%
Principal Financial Group
13
Principal Financial Group
Iowa
$53.1M -$2.72M -106,709 -4%
AACA
14
American Assets Capital Advisers
California
$49.9M +$15.3M +599,428 +38%
Morgan Stanley
15
Morgan Stanley
New York
$44M -$36.6M -1,438,910 -43%
State Street
16
State Street
Massachusetts
$40.7M +$1.57M +61,750 +4%
Lazard Asset Management
17
Lazard Asset Management
New York
$34.3M +$3.25M +127,599 +9%
NCA
18
Newbrook Capital Advisors
New York
$33.8M +$12.5M +492,180 +50%
Deutsche Bank
19
Deutsche Bank
Germany
$31.1M +$14.6M +572,190 +73%
KFA
20
Krane Funds Advisors
New York
$31.1M +$34.5M +1,354,311 New
Norges Bank
21
Norges Bank
Norway
$30.1M +$6.72M +263,960 +25%
PI
22
Putnam Investments
Massachusetts
$29.9M +$5.64M +221,435 +20%
YCMGA
23
York Capital Management Global Advisors
New York
$28.8M +$7.84M +307,737 +32%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$27.9M -$8.64M -339,200 -22%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$27.7M -$2.19M -85,961 -7%

VNET Hedge Fund Activity: Q2 2021 in Review

165 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2021, worth a combined $2.18B — down 29% from $3.08B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of VNET and 30 opened new positions — a net loss of 20 holders — while 47 trimmed existing stakes and 76 added.

The largest buyer was TT International Asset Management, adding an estimated $112M. The largest seller was Sylebra Capital (HK), exiting entirely with an estimated $62.6M sold.

  • 165 institutional investors held VNET Group (VNET) as of Q2 2021, down from 187 in Q1 2021.
  • Funds reported $2.18B of VNET Group stock for Q2 2021, down 29% quarter-over-quarter.
  • 30 funds opened new VNET Group positions in Q2 2021 and 50 closed out, a net change of -20 holders.
  • The largest VNET Group buyer in Q2 2021 was TT International Asset Management, an estimated $112M added.
  • The largest VNET Group seller in Q2 2021 was Sylebra Capital (HK), an estimated $62.6M sold.

Based on aggregated 13F filings for Q2 2021.