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YALA

Yalla Group

27 hedge funds and large institutions have $30.5M invested in Yalla Group in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, increasing their positions, 2 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

23% more funds holding

Funds holding: 2227 (+5)

1.8% more ownership

Funds ownership: 0%1.8% (+1.8%)

66% less capital invested

Capital invested by funds: $89.9M → $30.5M (-$59.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
Reduced
2
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Tiger Global Management
1
Tiger Global Management
New York
$5.02M
JP Morgan Chase
2
JP Morgan Chase
New York
$3.14M +$2.57M +219,303 New
Norges Bank
3
Norges Bank
Norway
$2.87M
PCM
4
Penserra Capital Management
California
$2.5M +$2.04M +174,164 New
HSBC Holdings
5
HSBC Holdings
United Kingdom
$2.15M +$1.76M +150,000 New
AR
6
Advisory Research
Illinois
$1.99M +$1.63M +138,978 New
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$1.82M +$1.49M +126,934 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.42M +$1.16M +98,998 New
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$1.35M +$1.11M +94,338 New
QC
10
Quaero Capital
Switzerland
$1.2M +$983K +83,847 New
Morgan Stanley
11
Morgan Stanley
New York
$1.1M -$110M -9,417,273 -99%
Deutsche Bank
12
Deutsche Bank
Germany
$829K +$679K +57,874 New
TCM
13
Thames Capital Management
New Jersey
$717K +$587K +50,043 New
Russell Investments Group
14
Russell Investments Group
United Kingdom
$596K +$488K +41,627 New
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$570K +$467K +39,795 New
VF
16
Virtu Financial
New York
$510K +$417K +35,598 New
CCM
17
CAAS Capital Management
New York
$502K
APA
18
American Portfolios Advisors
New York
$452K +$370K +31,565 New
MWA
19
Marshall Wace Asia
Hong Kong
$386K +$315K +26,901 New
CSS
20
Cubist Systematic Strategies
Connecticut
$357K +$292K +24,886 New
ECM
21
ExodusPoint Capital Management
New York
$305K +$249K +21,251 New
Franklin Resources
22
Franklin Resources
California
$277K -$653K -55,700 -74%
SEC
23
Seven Eight Capital
New York
$224K +$183K +15,600 New
ICM
24
Infini Capital Management
Hong Kong
$91K +$75K +6,392 New
IMF
25
Infini Master Fund
Hong Kong
$91K +$75K +6,392 New

YALA Hedge Fund Activity: Q4 2020 in Review

27 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Yalla Group (YALA) for Q4 2020, worth a combined $30.5M — down 66% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YALA positions and 17 closed out — a net gain of 5 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $2.57M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 27 institutional investors held Yalla Group (YALA) as of Q4 2020, up from 22 in Q3 2020.
  • Funds reported $30.5M of Yalla Group stock for Q4 2020, down 66% quarter-over-quarter.
  • 22 funds opened new Yalla Group positions in Q4 2020 and 17 closed out, a net change of +5 holders.
  • The largest Yalla Group buyer in Q4 2020 was JP Morgan Chase, an estimated $2.57M added.
  • The largest Yalla Group seller in Q4 2020 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2020.