Xunlei
XNET
45 hedge funds and large institutions have $38.2M invested in Xunlei in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 18 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.63% less ownership
Funds ownership: 4.13% → 3.5% (-0.63%)
17% less funds holding
Funds holding: 54 → 45 (-9)
31% less call options, than puts
Call options by funds: $185K | Put options by funds: $269K
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
62% less capital invested
Capital invested by funds: $101M → $38.2M (-$62.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.77M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.33M |
| 3 |
Renaissance Technologies
New York
|
+$1.33M |
| 4 |
Two Sigma Investments
New York
|
+$976K |
| 5 |
Morgan Stanley
New York
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.49M |
| 3 |
BlackRock
New York
|
-$1.48M |
| 4 |
TAMH
Taikang Asset Management (HK)
Hong Kong
|
-$1.16M |
| 5 |
SG Americas Securities
New York
|
-$787K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CM
51
Caption Management
Oklahoma City,
Oklahoma
| – | -$160K | -22,000 | Closed |
|
|
SCM
52
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$128K | -17,647 | Closed |
|
|
QC
53
Quadrature Capital
London,
United Kingdom
| – | -$121K | -16,654 | Closed |
|
|
AG
54
Aperio Group
Sausalito,
California
| – | -$106K | -14,604 | Closed |
|
|
PAMU
55
Pictet Asset Management (UK)
London,
United Kingdom
| – | -$78K | -10,800 | Closed |
|
56
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$70K | -9,600 | Closed |
|
57
Group One Trading
Chicago,
Illinois
| – | -$26.4K | -4,920 | Closed |
|
|
MCM
58
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$4K | -557 | Closed |
|
|
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$2.9K | -400 | Closed |
|
|
PCM
60
Penserra Capital Management
Orinda,
California
| – | -$1K | -252 | Closed |
|
|
BWA
61
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$1K | -160 | Closed |
|
|
GT
62
Glenmede Trust
Philadelphia,
Pennsylvania
| – | +$575 | +107 | New |
|
XNET Hedge Fund Activity: Q4 2018 in Review
45 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Xunlei (XNET) for Q4 2018, worth a combined $38.2M — down 62% from $101M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of XNET and 9 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 16 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.77M. The largest seller was Fidelity Investments, cutting an estimated $14.3M.
- 45 institutional investors held Xunlei (XNET) as of Q4 2018, down from 54 in Q3 2018.
- Funds reported $38.2M of Xunlei stock for Q4 2018, down 62% quarter-over-quarter.
- 9 funds opened new Xunlei positions in Q4 2018 and 18 closed out, a net change of -9 holders.
- The largest Xunlei buyer in Q4 2018 was JP Morgan Chase, an estimated $1.77M added.
- The largest Xunlei seller in Q4 2018 was Fidelity Investments, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2018.