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XNET

Xunlei

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.

New
Increased
Maintained
Reduced
Closed

522% more capital invested

Capital invested by funds: $32.4M → $201M (+$169M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

30% more funds holding

Funds holding: 3343 (+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

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
10
Reduced
12
Closed
11
Calls
$14.9M
Puts
$15.1M
Net Calls
-$193K
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.8M +$21.5M +1,870,400 +60%
Morgan Stanley
2
Morgan Stanley
New York
$56.3M +$22.4M +1,953,822 +115%
PCM
3
Primavera Capital Management
Cayman Islands
$21.2M +$15.8M +1,380,500 New
IP
4
Intellectus Partners
California
$10.2M +$7.61M +662,985 New
Barclays
5
Barclays
United Kingdom
$7.4M -$1.81M -157,800 -25%
PCM
6
Prime Capital Management
Hong Kong
$6.58M -$5.36M -466,616 -52%
BlackRock
7
BlackRock
New York
$4.66M +$1.91M +166,506 +122%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.98M +$1.53M +133,317 +221%
Goldman Sachs
9
Goldman Sachs
New York
$2.15M -$516K -44,985 -24%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$1.92M +$1.43M +125,000 New
GC
11
Guggenheim Capital
Illinois
$1.77M +$1.32M +115,003 New
State Street
12
State Street
Massachusetts
$1.26M +$129K +11,200 +16%
SG Americas Securities
13
SG Americas Securities
New York
$916K +$683K +59,531 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$841K +$26.4K +2,300 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$833K -$1.05M -91,500 -63%
Two Sigma Investments
16
Two Sigma Investments
New York
$774K -$379K -33,042 -40%
Jane Street
17
Jane Street
New York
$699K +$521K +45,394 New
JG
18
Jefferies Group
New York
$411K +$306K +26,700 New
KA
19
Kovack Advisors
Florida
$383K +$286K +24,890 New
Northern Trust
20
Northern Trust
Illinois
$382K +$13.7K +1,196 +5%
UBS Group
21
UBS Group
Switzerland
$355K +$233K +20,262 +729%
PA
22
Profund Advisors
Maryland
$304K +$226K +19,734 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$268K +$200K +17,412 New
OAM
24
Oxford Asset Management
United Kingdom
$262K +$205K +17,879 New
AG
25
Aperio Group
California
$256K -$34.6K -3,011 -15%

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.