Full Truck Alliance
176 hedge funds and large institutions have $4.39B invested in Full Truck Alliance in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 16 closing their positions.
1,026% more call options, than puts
Call options by funds: $77.4M | Put options by funds: $6.88M
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
21% more funds holding
Funds holding: 146 → 176 (+30)
20% more capital invested
Capital invested by funds: $3.66B → $4.39B (+$735M)
14% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 51
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
0.31% more ownership
Funds ownership: 2.6% → 2.91% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$227M |
| 2 |
GAMH
Greenwoods Asset Management (HK)
Hong Kong
|
+$96.8M |
| 3 |
Morgan Stanley
New York
|
+$95.9M |
| 4 |
OCM
OLP Capital Management
Causeway Bay,
Hong Kong
|
+$66.9M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
+$40M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
HSG Holding
Na,
Hong Kong
|
-$212M |
| 2 |
KFA
Krane Funds Advisors
New York
|
-$53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$45.5M |
| 4 |
HM
HCEP Management
Hong Kong
|
-$41.3M |
| 5 |
AIM
Alpine Investment Management
Hong Kong
|
-$19.9M |
YMM Hedge Fund Activity: Q2 2024 in Review
176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Full Truck Alliance (YMM) for Q2 2024, worth a combined $4.39B — up 20% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new YMM positions and 16 closed out — a net gain of 31 holders — while 58 added to existing stakes and 51 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $227M. The largest seller was HSG Holding, cutting an estimated $212M.
- 176 institutional investors held Full Truck Alliance (YMM) as of Q2 2024, up from 146 in Q1 2024.
- Funds reported $4.39B of Full Truck Alliance stock for Q2 2024, up 20% quarter-over-quarter.
- 47 funds opened new Full Truck Alliance positions in Q2 2024 and 16 closed out, a net change of +31 holders.
- The largest Full Truck Alliance buyer in Q2 2024 was JP Morgan Chase, an estimated $227M added.
- The largest Full Truck Alliance seller in Q2 2024 was HSG Holding, an estimated $212M sold.
Based on aggregated 13F filings for Q2 2024.