VNET Group
VNET
81 hedge funds and large institutions have $234M invested in VNET Group in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0.96% less ownership
Funds ownership: 9.72% → 8.76% (-0.96%)
3% less capital invested
Capital invested by funds: $242M → $234M (-$8.19M)
9% less funds holding
Funds holding: 89 → 81 (-8)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
94% less call options, than puts
Call options by funds: $382K | Put options by funds: $6.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DKCM
Davidson Kempner Capital Management
New York
|
+$827K |
| 2 |
Renaissance Technologies
New York
|
+$820K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$613K |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$494K |
| 5 |
AFM
Anson Funds Management
Dallas,
Texas
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$7.58M |
| 2 |
PHK
Point72 Hong Kong
Hong Kong
|
-$6.59M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$3.03M |
| 4 |
Morgan Stanley
New York
|
-$932K |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$853K |
VNET Hedge Fund Activity: Q3 2023 in Review
81 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q3 2023, worth a combined $234M — down 3.4% from $242M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of VNET and 9 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 27 added.
The largest buyer was Davidson Kempner Capital Management, adding an estimated $827K. The largest seller was Millennium Management, cutting an estimated $7.58M.
- 81 institutional investors held VNET Group (VNET) as of Q3 2023, down from 89 in Q2 2023.
- Funds reported $234M of VNET Group stock for Q3 2023, down 3.4% quarter-over-quarter.
- 9 funds opened new VNET Group positions in Q3 2023 and 15 closed out, a net change of -6 holders.
- The largest VNET Group buyer in Q3 2023 was Davidson Kempner Capital Management, an estimated $827K added.
- The largest VNET Group seller in Q3 2023 was Millennium Management, an estimated $7.58M sold.
Based on aggregated 13F filings for Q3 2023.