Yalla Group
YALA
41 hedge funds and large institutions have $112M invested in Yalla Group in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 20 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0.87% more ownership
Funds ownership: 3.82% → 4.69% (+0.87%)
2% less capital invested
Capital invested by funds: $115M → $112M (-$2.74M)
11% less funds holding
Funds holding: 46 → 41 (-5)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
46% less call options, than puts
Call options by funds: $8.03M | Put options by funds: $14.9M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$40.4M |
| 2 |
ICP
Indus Capital Partners
New York
|
+$6.93M |
| 3 |
Morgan Stanley
New York
|
+$2.32M |
| 4 |
EIM
Elephas Investment Management
Hong Kong
|
+$2.25M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$10.9M |
| 2 |
PHK
Point72 Hong Kong
Hong Kong
|
-$8.44M |
| 3 |
QC
Quaero Capital
Geneve,
Switzerland
|
-$5.24M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$4.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Tudor Investment Corp
Stamford,
Connecticut
| – | -$400K | -15,987 | Closed |
|
|
HIIFS
52
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$1.25M | -15,000 | Closed |
|
53
Wolverine Trading
Chicago,
Illinois
| – | -$271K | -13,408 | Closed |
|
54
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$308K | -12,315 | Closed |
|
55
Franklin Resources
San Mateo,
California
| – | -$279K | -11,137 | Closed |
|
|
PP
56
Paloma Partners
Greenwich,
Connecticut
| – | -$246K | -9,817 | Closed |
|
|
HF
57
HRT Financial
New York
| – | -$201K | -8,058 | Closed |
|
|
QT
58
Quantbot Technologies
New York
| – | -$31K | -1,254 | Closed |
|
59
Osaic Holdings
Scottsdale,
Arizona
| – | -$8K | -300 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -33 | Closed |
|
YALA Hedge Fund Activity: Q2 2021 in Review
41 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yalla Group (YALA) for Q2 2021, worth a combined $112M — down 2.4% from $115M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of YALA and 15 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 12 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $40.4M. The largest seller was Fred Alger Management, exiting entirely with an estimated $10.9M sold.
- 41 institutional investors held Yalla Group (YALA) as of Q2 2021, down from 46 in Q1 2021.
- Funds reported $112M of Yalla Group stock for Q2 2021, down 2.4% quarter-over-quarter.
- 15 funds opened new Yalla Group positions in Q2 2021 and 20 closed out, a net change of -5 holders.
- The largest Yalla Group buyer in Q2 2021 was Susquehanna International Group, an estimated $40.4M added.
- The largest Yalla Group seller in Q2 2021 was Fred Alger Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2021.