Infini, a prominent hedge fund, purchased 42 million shares of Ruyi (RUYI) just hours before a critical regulatory compliance deadline, avoiding potential penalties tied to ownership thresholds. The move signals growing confidence in the consumer goods firm's turnaround prospects.
- Infini acquired 42 million RUYI shares, equaling 1.8% of total outstanding equity
- Transaction completed just before a 1.5% ownership threshold compliance deadline
- Average purchase price: $1.92 per share, totaling $80.6 million
- Ruyi stock surged 3.4% post-announcement
- Regulatory deadlines are increasingly influential in shaping short-term investment flows
- Recent corporate governance reforms may be driving investor confidence
A significant shareholder shift occurred in China's consumer goods sector as hedge fund Infini acquired 42 million shares of Ruyi (RUYI), representing approximately 1.8% of the company’s outstanding equity. The transaction was executed on December 21, 2025, at 17:48 Beijing time, narrowly avoiding a regulatory deadline that could have triggered penalties for failing to report an ownership stake above 1.5% within required timelines. The timing suggests strategic intent, with Infini likely monitoring recent corporate governance improvements and operational restructuring at Ruyi. The firm has been under scrutiny since late 2024 due to cross-border compliance concerns, and this acquisition may reflect renewed investor appetite following leadership changes and a revised dividend policy announced in November. The purchase price averaged $1.92 per share, totaling roughly $80.6 million in capital deployed. Market reaction was immediate: Ruyi’s stock rose 3.4% in early trading on December 22, outperforming the broader CSI 300 Consumer Goods Index by over 2 percentage points. Analysts note that the influx of institutional interest could attract further passive and active investors, particularly those tracking large-cap Chinese consumer stocks with positive momentum indicators. This activity underscores the sensitivity of ownership thresholds in major Chinese listed firms, where even minor exceedances can trigger reporting obligations, fines, or temporary trading restrictions. Other funds are reportedly reviewing their positions in Ruyi amid expectations of increased disclosure transparency.