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VNET

VNET Group

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.

New
Increased
Maintained
Reduced
Closed

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: 87 (-1)

15% less funds holding

Funds holding: 165141 (-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

Holders
141
Holders Change
-24
Holders Change %
-14.55%
% of All Funds
2.47%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
19
Increased
75
Reduced
38
Closed
41
Calls
$16.5M
Puts
$3.81M
Net Calls
+$12.6M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAM
1
TT International Asset Management
United Kingdom
$210M +$45.4M +2,439,909 +25%
Blackstone Inc
2
Blackstone Inc
New York
$180M +$13M +700,000 +7%
CC
3
Cederberg Capital
United Kingdom
$139M +$6.24M +335,000 +4%
Fidelity International
4
Fidelity International
Bermuda
$78.7M +$15.8M +847,188 +23%
Vanguard Group
5
Vanguard Group
Pennsylvania
$77.5M +$7.36M +395,252 +10%
BlackRock
6
BlackRock
New York
$69M +$6.16M +331,045 +9%
AllianceBernstein
7
AllianceBernstein
Tennessee
$67.1M +$28.2M +1,512,553 +64%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$60.8M +$65.4M +3,513,298 New
AACA
9
American Assets Capital Advisers
California
$53M +$16.5M +888,420 +41%
TIM
10
Thornburg Investment Management
New Mexico
$49.9M -$6.87M -368,958 -11%
BTP
11
Bloom Tree Partners
New York
$48.5M +$5.62M +301,910 +12%
KFA
12
Krane Funds Advisors
New York
$45.9M +$24.1M +1,295,947 +96%
Temasek Holdings
13
Temasek Holdings
Singapore
$42.9M
Principal Financial Group
14
Principal Financial Group
Iowa
$38.6M -$1.59M -85,459 -4%
State Street
15
State Street
Massachusetts
$35.1M +$4.72M +253,452 +14%
HRCM
16
Hawk Ridge Capital Management
California
$28.9M +$31.1M +1,668,753 New
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$26.2M +$5.56M +298,512 +25%
Lazard Asset Management
18
Lazard Asset Management
New York
$23.8M -$2.18M -117,162 -8%
ICP
19
Indus Capital Partners
New York
$23.6M +$25.4M +1,366,247 New
Amundi
20
Amundi
France
$23.6M +$7.13M +382,868 +39%
Norges Bank
21
Norges Bank
Norway
$22.7M
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$20.5M -$445K -23,923 -2%
NCA
23
Newbrook Capital Advisors
New York
$18.6M -$7.5M -402,637 -27%
NP
24
NS Partners
United Kingdom
$18.2M +$10.6M +570,977 +119%
DG
25
DigitalBridge Group
Florida
$18.2M +$6.98M +375,000 +56%

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.