VNET Group
VNET
139 hedge funds and large institutions have $858M invested in VNET Group in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 33 reducing their positions, and 28 closing their positions.
262% more call options, than puts
Call options by funds: $10.9M | Put options by funds: $3M
79% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 33
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
1% less funds holding
Funds holding: 141 → 139 (-2)
4.15% less ownership
Funds ownership: 15.47% → 11.33% (-4.1%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
50% less capital invested
Capital invested by funds: $1.7B → $858M (-$842M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29M |
| 2 |
Goldman Sachs
New York
|
+$26.4M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$19M |
| 4 |
TIAM
TT International Asset Management
London,
United Kingdom
|
+$12.1M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$49.9M |
| 2 |
CC
Cederberg Capital
London,
United Kingdom
|
-$36.1M |
| 3 |
BTP
Bloom Tree Partners
New York
|
-$28.3M |
| 4 |
ICP
Indus Capital Partners
New York
|
-$23.6M |
| 5 |
Lazard Asset Management
New York
|
-$18.7M |
VNET Hedge Fund Activity: Q4 2021 in Review
139 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q4 2021, worth a combined $858M — down 50% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of VNET and 26 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 59 added.
The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $49.9M sold.
- 139 institutional investors held VNET Group (VNET) as of Q4 2021, down from 141 in Q3 2021.
- Funds reported $858M of VNET Group stock for Q4 2021, down 50% quarter-over-quarter.
- 26 funds opened new VNET Group positions in Q4 2021 and 28 closed out, a net change of -2 holders.
- The largest VNET Group buyer in Q4 2021 was Morgan Stanley, an estimated $29M added.
- The largest VNET Group seller in Q4 2021 was Thornburg Investment Management, an estimated $49.9M sold.
Based on aggregated 13F filings for Q4 2021.