Weibo
183 hedge funds and large institutions have $1.93B invested in Weibo in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 63 increasing their positions, 56 reducing their positions, and 29 closing their positions.
62% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 29
40% more capital invested
Capital invested by funds: $1.38B → $1.93B (+$553M)
13% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 56
6% more funds holding
Funds holding: 172 → 183 (+11)
1.06% more ownership
Funds ownership: 14.46% → 15.52% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
28% less call options, than puts
Call options by funds: $78.8M | Put options by funds: $110M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
+$128M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$79.2M |
| 3 |
BlackRock
New York
|
+$70M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$53.5M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$48.5M |
| 2 |
BAM
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
-$35.8M |
| 3 |
GAM
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
|
-$29.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$29.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$20.7M |
WB Hedge Fund Activity: Q1 2017 in Review
183 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Weibo (WB) for Q1 2017, worth a combined $1.93B — up 40% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new WB positions and 29 closed out — a net gain of 18 holders — while 63 added to existing stakes and 56 trimmed.
The largest buyer was Credit Agricole, opening a new position worth an estimated $128M. The largest seller was Schroder Investment Management Group, cutting an estimated $48.5M.
- 183 institutional investors held Weibo (WB) as of Q1 2017, up from 172 in Q4 2016.
- Funds reported $1.93B of Weibo stock for Q1 2017, up 40% quarter-over-quarter.
- 47 funds opened new Weibo positions in Q1 2017 and 29 closed out, a net change of +18 holders.
- The largest Weibo buyer in Q1 2017 was Credit Agricole, an estimated $128M added.
- The largest Weibo seller in Q1 2017 was Schroder Investment Management Group, an estimated $48.5M sold.
Based on aggregated 13F filings for Q1 2017.