YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
YOKU was delisted on the 5th of April, 2016.
137 hedge funds and large institutions have $2.7B invested in YOUKU TUDOU INC.(CAYMAN ISLS) in 2014 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 38 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 45
4% less funds holding
Funds holding: 143 → 137 (-6)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
16% less call options, than puts
Call options by funds: $92.6M | Put options by funds: $110M
22% less capital invested
Capital invested by funds: $3.45B → $2.7B (-$743M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$180M |
| 2 |
Coatue Management
New York
|
+$98.1M |
| 3 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
+$67.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.3M |
| 5 |
GH
GAM Holding
Zurich,
Switzerland
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$135M |
| 2 |
SPC
Slate Path Capital
New York
|
-$135M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$101M |
| 4 |
SCM
SAB Capital Management
New York
|
-$70.2M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$69.1M |
YOKU Hedge Fund Activity: Q1 2014 in Review
137 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) for Q1 2014, worth a combined $2.7B — down 22% from $3.45B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of YOKU and 34 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 45 added.
The largest buyer was Discovery Capital Management, opening a new position worth an estimated $180M. The largest seller was Orbis Holdings, cutting an estimated $135M.
- 137 institutional investors held YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) as of Q1 2014, down from 143 in Q4 2013.
- Funds reported $2.7B of YOUKU TUDOU INC.(CAYMAN ISLS) stock for Q1 2014, down 22% quarter-over-quarter.
- 34 funds opened new YOUKU TUDOU INC.(CAYMAN ISLS) positions in Q1 2014 and 38 closed out, a net change of -4 holders.
- The largest YOUKU TUDOU INC.(CAYMAN ISLS) buyer in Q1 2014 was Discovery Capital Management, an estimated $180M added.
- The largest YOUKU TUDOU INC.(CAYMAN ISLS) seller in Q1 2014 was Orbis Holdings, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2014.