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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
JRP
101
Jasper Ridge Partners
California
$94K – – –
NAH
102
Neumann Advisory (HK)
Hong Kong
$67K – – –
Group One Trading
103
Group One Trading
Illinois
$26K +$19.7K +2,900 New
BCV
104
Banque Cantonale Vaudoise
Switzerland
$23K +$17.6K +2,593 New
PTC
105
Private Trust Company
Ohio
$6K +$4.25K +625 New
Pacer Advisors
106
Pacer Advisors
Pennsylvania
$6K +$4.37K +642 New
Bank of America
107
Bank of America
North Carolina
$3K -$18M -2,649,452 -100%
BIA
108
Bell Investment Advisors
California
$2K +$1.38K +203 New
PCM
109
Prime Capital Management
Hong Kong
– -$30.8M -4,610,251 Closed
SCM
110
Segantii Capital Management
Hong Kong
– -$13.1M -1,965,000 Closed
LMGAM
111
Liberty Mutual Group Asset Management
Massachusetts
– -$2.41M -361,011 Closed
Renaissance Technologies
112
Renaissance Technologies
New York
– -$1.58M -237,700 Closed
SSA
113
Schonfeld Strategic Advisors
New York
– -$1.05M -156,956 Closed
Point72 Asset Management
114
Point72 Asset Management
Connecticut
– -$225K -33,800 Closed
QT
115
Quantbot Technologies
New York
– -$198K -29,722 Closed
Simplex Trading
116
Simplex Trading
Illinois
– -$190K -27,914 Closed
DACS
117
Dymon Asia Capital (Singapore)
Singapore
– -$97K -14,500 Closed
LSA
118
Leonteq Securities AG
Switzerland
– -$25K -3,748 Closed
CG
119
Cutler Group
California
– -$3K -450 Closed
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
– -$1K -171 Closed
GRP
121
Global Retirement Partners
California
– -$299 -44 -52%
1 2 3 4
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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.