We are live on ! Find out more
YMM icon

Full Truck Alliance
YMM

109 hedge funds and large institutions have $3.56B invested in Full Truck Alliance in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

64% more funds holding in top 10

Funds holding in top 10: 11 → 18 (+7)

58% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $899K

49% more capital invested

Capital invested by funds: $2.39B → $3.56B (+$1.17B)

24% more funds holding

Funds holding: 88 → 109 (+21)

0.03% more ownership

Funds ownership: 1.93% → 1.96% (+0.03%)

Holders
109
Holders Change
+21
Holders Change %
+23.86%
% of All Funds
1.84%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.3%
New
33
Increased
38
Reduced
21
Closed
12
Calls
$1.42M
Puts
$899K
Net Calls
+$518K
Net Calls Change
+$758K

Top Buyers

1
FCM
Farallon Capital Management
California
+$112M
2
KFA
Krane Funds Advisors
New York
+$56.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$46M
4
GAMH
Greenwoods Asset Management (HK)
Hong Kong
+$39.1M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$37.1M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$44.2M
2
Tiger Global Management
Tiger Global Management
New York
-$43.1M
3
HA
HHLR Advisors
Cayman Islands
-$42.1M
4
Goldman Sachs
Goldman Sachs
New York
-$40.7M
5
PCM
Prime Capital Management
Hong Kong
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCMU
51
MIC Capital Management (UK)
United Kingdom
$5.71M – – –
OMC
52
Old Mission Capital
Illinois
$5.58M +$4.19M +616,413 New
PL
53
Parkwood LLC
Ohio
$4.92M – – –
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$4.6M +$711K +104,551 +26%
ECM
55
ExodusPoint Capital Management
New York
$4.3M +$3.23M +474,676 New
Jane Street
56
Jane Street
New York
$3.91M +$2.94M +432,037 New
UBS Group
57
UBS Group
Switzerland
$3.88M +$578K +85,001 +25%
OCM
58
Octahedron Capital Management
California
$3.81M +$1.03M +151,000 +56%
OC
59
Optimas Capital
Hong Kong
$3.81M +$2.86M +420,900 New
MAM
60
Maytree Asset Management
Hong Kong
$3.28M +$2.46M +361,700 New
PAMS
61
Pictet Asset Management (Switzerland)
Switzerland
$3.04M -$1.03M -150,936 -31%
RC
62
Renaissance Capital
Connecticut
$2.61M +$748K +110,049 +62%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$2.58M -$17.5M -2,574,864 -90%
AGC
64
Alden Global Capital
Florida
$2.32M +$1.74M +255,600 New
HF
65
HRT Financial
New York
$2.01M +$1.51M +222,259 New
CS
66
Credit Suisse
Switzerland
$1.81M +$1.36M +200,000 New
PIM
67
Platinum Investment Management
Australia
$1.8M – – –
PAM
68
Pinpoint Asset Management
Hong Kong
$1.74M – – –
TA
69
Trivest Advisors
Hong Kong
$1.63M +$1.22M +180,000 New
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$1.32M +$236K +34,689 +31%
DKCM
71
Davidson Kempner Capital Management
New York
$1.14M +$126K +18,509 +17%
First Trust Advisors
72
First Trust Advisors
Illinois
$1.1M +$421K +61,916 +104%
UBS AM
73
UBS AM
Illinois
$1.03M – – –
BNP Paribas Asset Management
74
BNP Paribas Asset Management
France
$906K +$680K +100,000 New
EFMH
75
E Fund Management (HK)
Hong Kong
$894K +$671K +98,641 New
1 2
3
4 5

YMM Hedge Fund Activity: Q2 2022 in Review

109 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Full Truck Alliance (YMM) for Q2 2022, worth a combined $3.56B — up 49% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new YMM positions and 12 closed out — a net gain of 21 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was Farallon Capital Management, adding an estimated $112M. The largest seller was Baillie Gifford & Co, cutting an estimated $44.2M.

  • 109 institutional investors held Full Truck Alliance (YMM) as of Q2 2022, up from 88 in Q1 2022.
  • Funds reported $3.56B of Full Truck Alliance stock for Q2 2022, up 49% quarter-over-quarter.
  • 33 funds opened new Full Truck Alliance positions in Q2 2022 and 12 closed out, a net change of +21 holders.
  • The largest Full Truck Alliance buyer in Q2 2022 was Farallon Capital Management, an estimated $112M added.
  • The largest Full Truck Alliance seller in Q2 2022 was Baillie Gifford & Co, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2022.