Xunlei
XNET
26 hedge funds and large institutions have $51.9M invested in Xunlei in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 10 closing their positions.
6% more call options, than puts
Call options by funds: $543K | Put options by funds: $514K
0.39% more ownership
Funds ownership: 4.25% → 4.64% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
13% less funds holding
Funds holding: 30 → 26 (-4)
26% less capital invested
Capital invested by funds: $70.6M → $51.9M (-$18.7M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YRHAM
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
+$5.63M |
| 2 |
Barclays
London,
United Kingdom
|
+$2.37M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.11M |
| 4 |
OCM
Ovata Capital Management
Hong Kong
|
+$861K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.01M |
| 2 |
Two Sigma Investments
New York
|
-$1.01M |
| 3 |
D.E. Shaw & Co
New York
|
-$524K |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$258K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Two Sigma Investments
New York
| – | -$1.01M | -206,948 | Closed |
|
|
27
D.E. Shaw & Co
New York
| – | -$524K | -106,931 | Closed |
|
|
OAM
28
Oxford Asset Management
Oxford,
United Kingdom
| – | -$258K | -52,709 | Closed |
|
|
PP
29
Paloma Partners
Greenwich,
Connecticut
| – | -$182K | -37,176 | Closed |
|
30
Millennium Management
New York
| – | -$134K | -27,247 | Closed |
|
|
LI
31
Leap Investments
Chicago,
Illinois
| – | -$132K | -26,896 | Closed |
|
32
Goldman Sachs
New York
| – | -$78K | -15,902 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$62K | -12,698 | Closed |
|
|
CS
34
Credit Suisse
Zurich,
Switzerland
| – | -$58K | -11,804 | Closed |
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$44.6K | -10,761 | Closed |
|
XNET Hedge Fund Activity: Q1 2020 in Review
26 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Xunlei (XNET) for Q1 2020, worth a combined $51.9M — down 26% from $70.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of XNET and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Yong Rong (HK) Asset Management, adding an estimated $5.63M. The largest seller was Morgan Stanley, cutting an estimated $3.01M.
- 26 institutional investors held Xunlei (XNET) as of Q1 2020, down from 30 in Q4 2019.
- Funds reported $51.9M of Xunlei stock for Q1 2020, down 26% quarter-over-quarter.
- 7 funds opened new Xunlei positions in Q1 2020 and 10 closed out, a net change of -3 holders.
- The largest Xunlei buyer in Q1 2020 was Yong Rong (HK) Asset Management, an estimated $5.63M added.
- The largest Xunlei seller in Q1 2020 was Morgan Stanley, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2020.