VNET Group
VNET
96 hedge funds and large institutions have $295M invested in VNET Group in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 28 closing their positions.
0.14% less ownership
Funds ownership: 10.79% → 10.65% (-0.14%)
8% less funds holding
Funds holding: 104 → 96 (-8)
19% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 32
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
43% less capital invested
Capital invested by funds: $514M → $295M (-$219M)
52% less call options, than puts
Call options by funds: $602K | Put options by funds: $1.25M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
+$27.4M |
| 2 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
+$14.5M |
| 3 |
Jane Street
New York
|
+$12.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.2M |
| 5 |
AFM
Anson Funds Management
Dallas,
Texas
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAM
TT International Asset Management
London,
United Kingdom
|
-$43.6M |
| 2 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
-$10.8M |
| 3 |
HSC
Harbor Spring Capital
New York
|
-$9.73M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$9.65M |
| 5 |
HLAM
Hidden Lake Asset Management
New York
|
-$9.62M |
VNET Hedge Fund Activity: Q1 2023 in Review
96 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2023, worth a combined $295M — down 43% from $514M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of VNET and 20 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 26 added.
The largest buyer was Ares Management, opening a new position worth an estimated $27.4M. The largest seller was TT International Asset Management, cutting an estimated $43.6M.
- 96 institutional investors held VNET Group (VNET) as of Q1 2023, down from 104 in Q4 2022.
- Funds reported $295M of VNET Group stock for Q1 2023, down 43% quarter-over-quarter.
- 20 funds opened new VNET Group positions in Q1 2023 and 28 closed out, a net change of -8 holders.
- The largest VNET Group buyer in Q1 2023 was Ares Management, an estimated $27.4M added.
- The largest VNET Group seller in Q1 2023 was TT International Asset Management, an estimated $43.6M sold.
Based on aggregated 13F filings for Q1 2023.