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VNET

VNET Group

104 hedge funds and large institutions have $514M invested in VNET Group in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $505M → $514M (+$9.27M)

1% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $1.55M

0.08% more ownership

Funds ownership: 10.71%10.79% (+0.08%)

1% less funds holding

Funds holding: 105104 (-1)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.67%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
19
Increased
35
Reduced
36
Closed
18
Calls
$1.57M
Puts
$1.55M
Net Calls
+$18K
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$81M +$4.03M +783,040 +6%
Blackstone Inc
2
Blackstone Inc
New York
$59M
TIAM
3
TT International Asset Management
United Kingdom
$51.6M -$1.7M -330,728 -4%
MAMHA
4
MY.Alpha Management HK Advisors
Hong Kong
$37.3M +$16.8M +3,260,148 +97%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.8M +$257K +49,813 +1%
OMC
6
Oasis Management Company
Cayman Islands
$19.3M -$25.7K -5,000 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$16.5M -$1.65M -320,749 -10%
Goldman Sachs
8
Goldman Sachs
New York
$13.9M +$6.25M +1,212,854 +98%
Millennium Management
9
Millennium Management
New York
$12.5M +$5.37M +1,042,630 +90%
BTP
10
Bloom Tree Partners
New York
$12.3M
BlackRock
11
BlackRock
New York
$11.9M -$408K -79,151 -4%
DG
12
DigitalBridge Group
Florida
$10.8M -$257K -50,000 -3%
Verition Fund Management
13
Verition Fund Management
Connecticut
$10.7M -$558K -108,300 -5%
FCM
14
Farallon Capital Management
California
$10.1M +$4.89M +950,000 +115%
HSC
15
Harbor Spring Capital
New York
$9.73M -$2.71M -525,807 -23%
HRCM
16
Hawk Ridge Capital Management
California
$9.65M -$1.6M -310,141 -15%
HLAM
17
Hidden Lake Asset Management
New York
$9.62M +$8.74M +1,696,908 New
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$8.48M -$751K -145,906 -9%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$6.99M +$3.86M +748,774 +155%
AllianceBernstein
20
AllianceBernstein
Tennessee
$6.6M -$5.51M -1,070,074 -48%
RCMNY
21
Rubric Capital Management (New York)
New York
$6.2M +$5.63M +1,093,893 New
MCP
22
Maso Capital Partners
Hong Kong
$5.27M +$1.44M +279,834 +43%
State Street
23
State Street
Massachusetts
$5.2M +$521K +101,148 +12%
UBS Group
24
UBS Group
Switzerland
$5.12M -$791K -153,573 -15%
Jane Street
25
Jane Street
New York
$4.81M +$3.03M +588,936 +228%

VNET Hedge Fund Activity: Q4 2022 in Review

104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q4 2022, worth a combined $514M — up 1.8% from $505M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VNET positions and 18 closed out — a net gain of 1 holder — while 35 added to existing stakes and 36 trimmed.

The largest buyer was MY.Alpha Management HK Advisors, adding an estimated $16.8M. The largest seller was Krane Funds Advisors, exiting entirely with an estimated $22.8M sold.

  • 104 institutional investors held VNET Group (VNET) as of Q4 2022, down from 105 in Q3 2022.
  • Funds reported $514M of VNET Group stock for Q4 2022, up 1.8% quarter-over-quarter.
  • 19 funds opened new VNET Group positions in Q4 2022 and 18 closed out, a net change of +1 holder.
  • The largest VNET Group buyer in Q4 2022 was MY.Alpha Management HK Advisors, an estimated $16.8M added.
  • The largest VNET Group seller in Q4 2022 was Krane Funds Advisors, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2022.