VNET Group
VNET
80 hedge funds and large institutions have $113M invested in VNET Group in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 13 closing their positions.
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
3% more funds holding
Funds holding: 78 → 80 (+2)
0.09% less ownership
Funds ownership: 8.36% → 8.28% (-0.09%)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
40% less call options, than puts
Call options by funds: $427K | Put options by funds: $710K
45% less capital invested
Capital invested by funds: $206M → $113M (-$93.2M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.29M |
| 2 |
DKCM
Davidson Kempner Capital Management
New York
|
+$1.11M |
| 3 |
Millennium Management
New York
|
+$991K |
| 4 |
CC
Centiva Capital
New York
|
+$971K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$901K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$2.08M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$2.02M |
| 3 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$1.79M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.76M |
| 5 |
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
|
-$1.72M |
VNET Hedge Fund Activity: Q1 2024 in Review
80 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in VNET Group (VNET) for Q1 2024, worth a combined $113M — down 45% from $206M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VNET positions and 13 closed out — a net gain of 2 holders — while 22 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.29M. The largest seller was Farallon Capital Management, cutting an estimated $2.08M.
- 80 institutional investors held VNET Group (VNET) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $113M of VNET Group stock for Q1 2024, down 45% quarter-over-quarter.
- 15 funds opened new VNET Group positions in Q1 2024 and 13 closed out, a net change of +2 holders.
- The largest VNET Group buyer in Q1 2024 was Morgan Stanley, an estimated $2.29M added.
- The largest VNET Group seller in Q1 2024 was Farallon Capital Management, an estimated $2.08M sold.
Based on aggregated 13F filings for Q1 2024.