LandBridge Co
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$38.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.8M |
| 3 |
First Manhattan
New York
|
+$31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$19.3M |
| 5 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.5M |
| 2 |
HCC
Hill City Capital
Boston,
Massachusetts
|
-$24.3M |
| 3 |
BCM
Bornite Capital Management
New York
|
-$13.5M |
| 4 |
ZP
Zimmer Partners
New York
|
-$11.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$7.85M |
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.