Xunlei
XNET
43 hedge funds and large institutions have $201M invested in Xunlei in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 11 closing their positions.
522% more capital invested
Capital invested by funds: $32.4M → $201M (+$169M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
30% more funds holding
Funds holding: 33 → 43 (+10)
1.64% more ownership
Funds ownership: 2.29% → 3.94% (+1.6%)
1% less call options, than puts
Call options by funds: $14.9M | Put options by funds: $15.1M
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.5M |
| 3 |
PCM
Primavera Capital Management
George Town,
Cayman Islands
|
+$15.8M |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
+$7.61M |
| 5 |
BlackRock
New York
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Prime Capital Management
Hong Kong
|
-$5.36M |
| 2 |
Barclays
London,
United Kingdom
|
-$1.81M |
| 3 |
Renaissance Technologies
New York
|
-$1.05M |
| 4 |
JP Morgan Chase
New York
|
-$805K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$710K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Russell Investments Group
London,
United Kingdom
| – | -$40K | -9,495 | Closed |
|
52
Group One Trading
Chicago,
Illinois
| – | -$70K | -6,101 | Closed |
|
|
PCM
53
Prelude Capital Management
New York
| – | -$20K | -4,800 | Closed |
|
54
Simplex Trading
Chicago,
Illinois
| – | -$6.76K | -589 | Closed |
|
XNET Hedge Fund Activity: Q4 2017 in Review
43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Xunlei (XNET) for Q4 2017, worth a combined $201M — up 522% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XNET positions and 11 closed out — a net gain of 10 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.4M. The largest seller was Prime Capital Management, cutting an estimated $5.36M.
- 43 institutional investors held Xunlei (XNET) as of Q4 2017, up from 33 in Q3 2017.
- Funds reported $201M of Xunlei stock for Q4 2017, up 522% quarter-over-quarter.
- 21 funds opened new Xunlei positions in Q4 2017 and 11 closed out, a net change of +10 holders.
- The largest Xunlei buyer in Q4 2017 was Morgan Stanley, an estimated $22.4M added.
- The largest Xunlei seller in Q4 2017 was Prime Capital Management, an estimated $5.36M sold.
Based on aggregated 13F filings for Q4 2017.