GDS HOLDINGS LTD - ADR (GDS) Institutional Ownership Changes & 13F Activity
GDS HOLDINGS LTD - ADR (GDS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include D. E. Shaw & Co., Inc., 12 West Capital Management Lp, Goldman Sachs Group Inc, Barclays Plc, and Avala Global Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +11 | — | 11 | $443.00 | Q1 2026 | Aug 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Sell | -2,426 | -6.5% | 34,648 | $1.40M | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Buy | +316 | +1.0% | 30,931 | $1.25M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +442,414 | +25.5% | 2,177,301 | $87.72M | Q1 2026 | May 18, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +1,964,818 | — | 1,964,818 | $79.16M | Q1 2026 | May 15, 2026 |
| 12 West Capital Management Lp | Sell | -1,707,200 | -39.9% | 2,576,576 | $103.81M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +1,644,913 | +407.7% | 2,048,332 | $82.53M | Q1 2026 | May 15, 2026 |
| Barclays Plc | Buy | +1,270,928 | +73.9% | 2,991,175 | $120.51M | Q1 2026 | May 15, 2026 |
| Avala Global Lp | Buy | +1,230,580 | — | 1,230,580 | $49.58M | Q1 2026 | May 15, 2026 |
| Dendur Capital Lp | Buy | +1,148,000 | — | 1,148,000 | $46.25M | Q1 2026 | May 15, 2026 |
| Bamco Inc | Buy | +812,398 | +21.5% | 4,597,246 | $185.22M | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management Llc | Buy | +750,000 | — | 750,000 | $30.22M | Q1 2026 | May 15, 2026 |
| Electron Capital Partners, Llc | Buy | +675,531 | +640.6% | 780,979 | $31.47M | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | Sell | -628,000 | -61.1% | 400,000 | $16.12M | Q1 2026 | May 15, 2026 |
| Sachem Head Capital Management Lp | Sell | -615,000 | -6.6% | 8,685,000 | $349.92M | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +556,554 | +63.4% | 1,435,002 | $57.82M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +500,077 | +824.2% | 560,751 | $22.59M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +445,458 | +38.8% | 1,593,952 | $64.22M | Q1 2026 | May 15, 2026 |
| Oasis Management Co Ltd. | Buy | +414,524 | — | 414,524 | $16.70M | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +408,356 | — | 408,356 | $16.45M | Q1 2026 | May 15, 2026 |
| Ardmore Road Asset Management Lp | Buy | +400,000 | — | 400,000 | $16.12M | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | Buy | +349,173 | +29.0% | 1,553,052 | $62.57M | Q1 2026 | May 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +297,543 | — | 297,543 | $11.99M | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +280,416 | +103.8% | 550,485 | $22.18M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +274,808 | +34.9% | 1,062,310 | $42.80M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +214,309 | +14.2% | 1,720,653 | $69.33M | Q1 2026 | May 15, 2026 |
| Lmr Partners Llp | Sell | -205,600 | -63.5% | 118,365 | $4.77M | Q1 2026 | May 15, 2026 |
| Millennium Management Llc | Buy | +202,030 | +32.3% | 827,037 | $33.32M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -176,215 | -82.1% | 38,434 | $1.55M | Q1 2026 | May 15, 2026 |
| Longaeva Partners L.P. | Buy | +135,882 | — | 135,882 | $5.47M | Q1 2026 | May 15, 2026 |
Frequently asked questions about GDS activity
Which institutional owners are buying GDS?
Institutional owners buying GDS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GDS activity?
"Buy" means an investor increased their reported position in GDS compared to the prior reporting period. This reflects growing exposure to GDS HOLDINGS LTD - ADR (GDS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GDS increasing?
Institutional interest in GDS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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