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LB

LandBridge Co
LB

124 hedge funds and large institutions have $1.25B invested in LandBridge Co in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 16

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

113% more capital invested

Capital invested by funds: $587M → $1.25B (+$664M)

110% more funds holding

Funds holding: 59 → 124 (+65)

24.8% more ownership

Funds ownership: 86.38% → 111.18% (+25%)

11% more call options, than puts

Call options by funds: $5.99M | Put options by funds: $5.41M

Holders
124
Holders Change
+65
Holders Change %
+110.17%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
84
Increased
27
Reduced
11
Closed
16
Calls
$5.99M
Puts
$5.41M
Net Calls
+$583K
Net Calls Change
+$583K

Top Buyers

Rank Fund Capital Flow
1
HRCM
Hood River Capital Management
Florida
+$38.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.8M
3
First Manhattan
First Manhattan
New York
+$31M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.3M
5
OMC
Oasis Management Company
Cayman Islands
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.5M
2
HCC
Hill City Capital
Massachusetts
-$24.3M
3
BCM
Bornite Capital Management
New York
-$13.5M
4
ZP
Zimmer Partners
New York
-$11.7M
5
Fidelity International
Fidelity International
Bermuda
-$7.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$8.76M +$7.3M +121,582 +871%
MIM
27
Monashee Investment Management
Massachusetts
$8.07M +$7.5M +124,937 New
MCM
28
Moore Capital Management
New York
$8.07M +$7.5M +124,937 New
Blackstone Inc
29
Blackstone Inc
New York
$6.46M – – –
SGM
30
Seven Grand Managers
New York
$6.46M – – –
ECM
31
EagleClaw Capital Management
Massachusetts
$6.41M +$4.55M +75,700 +322%
BA
32
Bridgewater Associates
Connecticut
$6.26M +$5.82M +96,928 New
TAM
33
Tocqueville Asset Management
New York
$5.7M +$375K +6,240 +8%
Millennium Management
34
Millennium Management
New York
$5.22M -$5.8M -96,556 -54%
OCPWS
35
One Charles Private Wealth Services
Massachusetts
$5.06M +$4.7M +78,253 New
EI
36
EAM Investors
California
$4.38M +$4.07M +67,811 New
Jane Street
37
Jane Street
New York
$4.38M +$4.07M +67,772 New
SI
38
Sprott Inc
Ontario, Canada
$4.21M +$1.02M +16,909 +35%
EGI
39
EAM Global Investors
California
$4.16M +$3.87M +64,383 New
HighTower Advisors
40
HighTower Advisors
Illinois
$4.14M -$277K -4,615 -7%
Squarepoint
41
Squarepoint
New York
$3.88M -$53.4K -889 -1%
OIAM
42
OFI Invest Asset Management
France
$3.67M +$3.54M +58,900 New
Fidelity International
43
Fidelity International
Bermuda
$3.39M -$7.85M -130,734 -71%
OL
44
one8zero8 LLC
North Carolina
$3.19M +$2.96M +49,354 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$2.9M +$2.7M +44,924 New
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$2.86M +$2.66M +44,242 New
PP
47
PDT Partners
New York
$2.31M +$2.15M +35,819 New
Bank of America
48
Bank of America
North Carolina
$2.08M +$1.92M +31,978 +12,067%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$1.93M +$1.8M +29,927 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$1.76M +$1.64M +27,300 New
1
2
3 4 5

LB Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q4 2024, worth a combined $1.25B — up 113% from $587M a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new LB positions and 16 closed out — a net gain of 68 holders — while 27 added to existing stakes and 11 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $38.5M. The largest seller was Fidelity Investments, cutting an estimated $24.5M.

  • 124 institutional investors held LandBridge Co (LB) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $1.25B of LandBridge Co stock for Q4 2024, up 113% quarter-over-quarter.
  • 84 funds opened new LandBridge Co positions in Q4 2024 and 16 closed out, a net change of +68 holders.
  • The largest LandBridge Co buyer in Q4 2024 was Hood River Capital Management, an estimated $38.5M added.
  • The largest LandBridge Co seller in Q4 2024 was Fidelity Investments, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2024.