VNET Group
VNET
78 hedge funds and large institutions have $206M invested in VNET Group in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
0.4% less ownership
Funds ownership: 8.76% → 8.36% (-0.4%)
4% less funds holding
Funds holding: 81 → 78 (-3)
12% less capital invested
Capital invested by funds: $234M → $206M (-$27.9M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
92% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $24.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$2.12M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$1.07M |
| 3 |
CC
Centiva Capital
New York
|
+$676K |
| 4 |
BHCM
Brevan Howard Capital Management
St. Helier,
Jersey
|
+$602K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.87M |
| 2 |
Millennium Management
New York
|
-$2.73M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.68M |
| 4 |
NIM
NXG Investment Management
Dallas,
Texas
|
-$2.46M |
| 5 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$2.42M |
VNET Hedge Fund Activity: Q4 2023 in Review
78 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q4 2023, worth a combined $206M — down 12% from $234M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of VNET and 10 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 26 added.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $2.12M. The largest seller was Fidelity Investments, cutting an estimated $5.87M.
- 78 institutional investors held VNET Group (VNET) as of Q4 2023, down from 81 in Q3 2023.
- Funds reported $206M of VNET Group stock for Q4 2023, down 12% quarter-over-quarter.
- 10 funds opened new VNET Group positions in Q4 2023 and 13 closed out, a net change of -3 holders.
- The largest VNET Group buyer in Q4 2023 was Pacer Advisors, an estimated $2.12M added.
- The largest VNET Group seller in Q4 2023 was Fidelity Investments, an estimated $5.87M sold.
Based on aggregated 13F filings for Q4 2023.