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YOKU

YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU

Delisted

YOKU was delisted on the 5th of April, 2016.

170 hedge funds and large institutions have $2.56B invested in YOUKU TUDOU INC.(CAYMAN ISLS) in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 24

102% more funds holding

Funds holding: 84170 (+86)

56% more capital invested

Capital invested by funds: $1.64B → $2.56B (+$919M)

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

12% less call options, than puts

Call options by funds: $26M | Put options by funds: $29.5M

Holders
170
Holders Change
+86
Holders Change %
+102.38%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
113
Increased
27
Reduced
26
Closed
24
Calls
$26M
Puts
$29.5M
Net Calls
-$3.53M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1
Hillhouse Investment Management
Cayman Islands
$180M
FCM
2
Farallon Capital Management
California
$171M +$158M +6,288,397 New
Morgan Stanley
3
Morgan Stanley
New York
$149M -$118M -4,700,704 -46%
FI
4
Fosun International
China
$143M -$41.5M -1,655,924 -24%
PIM
5
Platinum Investment Management
Australia
$116M -$89.4M -3,564,847 -45%
ACPU
6
Arrowgrass Capital Partners (US)
Delaware
$93.1M +$86.1M +3,429,806 New
DKCM
7
Davidson Kempner Capital Management
New York
$91.1M +$84.3M +3,358,692 New
Bank of America
8
Bank of America
North Carolina
$84.7M -$11M -439,837 -12%
WCMNY
9
Westchester Capital Management (New York)
New York
$83.4M +$77.2M +3,075,206 New
TCA
10
Taconic Capital Advisors
New York
$81.4M +$75.3M +3,000,000 New
AAM
11
Alpine Associates Management
Florida
$77.9M +$72M +2,869,723 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$75.9M -$309M -12,301,045 -81%
DCM
13
Discovery Capital Management
Connecticut
$72.7M +$67.2M +2,679,023 New
OAM
14
Oxford Asset Management
United Kingdom
$54M +$50.2M +2,000,000 New
Macquarie Group
15
Macquarie Group
Australia
$50.9M -$5.36M -213,690 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$50.8M +$47M +1,872,300 New
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48.5M +$2.35M +93,700 +6%
PCM
18
Pentwater Capital Management
Florida
$46.1M +$42.7M +1,700,000 New
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$42.3M +$39.1M +1,559,883 New
TAL
20
TIG Advisors LLC
New York
$42M +$38.8M +1,546,663 New
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$37.5M -$47.5M -1,893,230 -58%
NMC
22
Nine Masts Capital
Hong Kong
$37.3M +$34.5M +1,376,057 New
DCM
23
Driehaus Capital Management
Illinois
$36.2M +$33.5M +1,336,000 New
Deutsche Bank
24
Deutsche Bank
Germany
$33.5M -$7.35M -292,961 -19%
GP
25
GLG Partners
United Kingdom
$28.9M +$26.3M +1,046,945 +5,823%

YOKU Hedge Fund Activity: Q4 2015 in Review

170 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) for Q4 2015, worth a combined $2.56B — up 56% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new YOKU positions and 24 closed out — a net gain of 89 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $158M. The largest seller was Fidelity Investments, cutting an estimated $309M.

  • 170 institutional investors held YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) as of Q4 2015, up from 84 in Q3 2015.
  • Funds reported $2.56B of YOUKU TUDOU INC.(CAYMAN ISLS) stock for Q4 2015, up 56% quarter-over-quarter.
  • 113 funds opened new YOUKU TUDOU INC.(CAYMAN ISLS) positions in Q4 2015 and 24 closed out, a net change of +89 holders.
  • The largest YOUKU TUDOU INC.(CAYMAN ISLS) buyer in Q4 2015 was Farallon Capital Management, an estimated $158M added.
  • The largest YOUKU TUDOU INC.(CAYMAN ISLS) seller in Q4 2015 was Fidelity Investments, an estimated $309M sold.

Based on aggregated 13F filings for Q4 2015.