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VNET

VNET Group
VNET

89 hedge funds and large institutions have $242M invested in VNET Group in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.93% less ownership

Funds ownership: 10.65% → 9.72% (-0.93%)

7% less funds holding

Funds holding: 96 → 89 (-7)

18% less capital invested

Capital invested by funds: $295M → $242M (-$53.7M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

27% less call options, than puts

Call options by funds: $620K | Put options by funds: $850K

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
25
Reduced
32
Closed
17
Calls
$620K
Puts
$850K
Net Calls
-$230K
Net Calls Change
+$413K

Top Buyers

Rank Fund Capital Flow
1
PHK
Point72 Hong Kong
Hong Kong
+$6.9M
2
Millennium Management
Millennium Management
New York
+$4.11M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.59M
4
MCP
Maso Capital Partners
Hong Kong
+$760K
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$548K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.14M
2
Bank of America
Bank of America
North Carolina
-$8.92M
3
Goldman Sachs
Goldman Sachs
New York
-$4.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$3.14M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$41.5M +$128K +42,054 +0.3%
Blackstone Inc
2
Blackstone Inc
New York
$30.2M – – –
MAMHA
3
MY.Alpha Management HK Advisors
Hong Kong
$19.2M -$1.18M -387,875 -6%
AM
4
Ares Management
California
$16.3M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.5M – – –
Millennium Management
6
Millennium Management
New York
$13M +$4.11M +1,350,820 +43%
OMC
7
Oasis Management Company
Cayman Islands
$9.93M +$60.8K +20,000 +0.6%
AMH
8
Aspex Management (HK)
Hong Kong
$8.6M – – –
Verition Fund Management
9
Verition Fund Management
Connecticut
$7.6M -$304K -100,000 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$7.44M -$70.9K -23,327 -0.9%
BlackRock
11
BlackRock
New York
$6.66M +$420K +138,075 +6%
PHK
12
Point72 Hong Kong
Hong Kong
$6.59M +$6.9M +2,271,044 New
AFM
13
Anson Funds Management
Texas
$5.48M – – –
BTP
14
Bloom Tree Partners
New York
$5.42M +$169K +55,431 +3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$5.21M -$12.6K -4,146 -0.2%
FCM
16
Farallon Capital Management
California
$5.15M – – –
MCP
17
Maso Capital Partners
Hong Kong
$4.44M +$760K +250,000 +20%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$4.13M +$116K +38,281 +3%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$3.48M +$2.59M +853,304 +246%
State Street
20
State Street
Massachusetts
$2.65M -$2.39K -786 -0.1%
NIM
21
NXG Investment Management
Texas
$2.44M -$250K -82,343 -9%
UBS Group
22
UBS Group
Switzerland
$2.37M +$5.49K +1,807 +0.2%
Morgan Stanley
23
Morgan Stanley
New York
$1.86M +$75.8K +24,944 +4%
Jane Street
24
Jane Street
New York
$1.33M -$9.14M -3,007,405 -87%
DKCM
25
Davidson Kempner Capital Management
New York
$1.23M – – –
1
2 3 4 5

VNET Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q2 2023, worth a combined $242M — down 18% from $295M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VNET and 12 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was Point72 Hong Kong, opening a new position worth an estimated $6.9M. The largest seller was Jane Street, cutting an estimated $9.14M.

  • 89 institutional investors held VNET Group (VNET) as of Q2 2023, down from 96 in Q1 2023.
  • Funds reported $242M of VNET Group stock for Q2 2023, down 18% quarter-over-quarter.
  • 12 funds opened new VNET Group positions in Q2 2023 and 17 closed out, a net change of -5 holders.
  • The largest VNET Group buyer in Q2 2023 was Point72 Hong Kong, an estimated $6.9M added.
  • The largest VNET Group seller in Q2 2023 was Jane Street, an estimated $9.14M sold.

Based on aggregated 13F filings for Q2 2023.