LandBridge Co
59 hedge funds and large institutions have $587M invested in LandBridge Co in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 19 closing their positions.
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86.38% more ownership
Funds ownership: 0% → 86.38% (+86%)
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
74% more capital invested
Capital invested by funds: $337M → $587M (+$250M)
59% more funds holding
Funds holding: 37 → 59 (+22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.1M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
+$16.3M |
| 3 |
Morgan Stanley
New York
|
+$14M |
| 4 |
SIC
Schwartz Investment Counsel
Plymouth,
Michigan
|
+$12.2M |
| 5 |
BCM
Bornite Capital Management
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$25.5M |
| 2 |
YCM
Yaupon Capital Management
New York
|
-$7.74M |
| 3 |
BlackRock
New York
|
-$7.26M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.04M |
| 5 |
CCM
Cinctive Capital Management
New York
|
-$5.79M |
LB Hedge Fund Activity: Q3 2024 in Review
59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q3 2024, worth a combined $587M — up 74% from $337M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LB positions and 19 closed out — a net gain of 22 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $23.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $25.5M sold.
- 59 institutional investors held LandBridge Co (LB) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $587M of LandBridge Co stock for Q3 2024, up 74% quarter-over-quarter.
- 41 funds opened new LandBridge Co positions in Q3 2024 and 19 closed out, a net change of +22 holders.
- The largest LandBridge Co buyer in Q3 2024 was Fidelity Investments, an estimated $23.1M added.
- The largest LandBridge Co seller in Q3 2024 was Adage Capital Partners, an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2024.