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LB

LandBridge Co
LB

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
59
Holders Change
+22
Holders Change %
+59.46%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
9
Reduced
5
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.1M
2
HKAM
Horizon Kinetics Asset Management
New York
+$16.3M
3
Morgan Stanley
Morgan Stanley
New York
+$14M
4
SIC
Schwartz Investment Counsel
Michigan
+$12.2M
5
BCM
Bornite Capital Management
New York
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$25.5M
2
YCM
Yaupon Capital Management
New York
-$7.74M
3
BlackRock
BlackRock
New York
-$7.26M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.04M
5
CCM
Cinctive Capital Management
New York
-$5.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$203M +$16.3M +484,968 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$93M +$23.1M +686,070 +41%
First Manhattan
3
First Manhattan
New York
$86M +$9.31M +276,691 +14%
HCC
4
Hill City Capital
Massachusetts
$39.1M – – –
SIC
5
Schwartz Investment Counsel
Michigan
$16.5M +$12.2M +363,345 +618%
Morgan Stanley
6
Morgan Stanley
New York
$16.3M +$14M +415,555 New
BCM
7
Bornite Capital Management
New York
$13.5M +$11.6M +345,000 New
ZP
8
Zimmer Partners
New York
$11.7M – – –
BlackRock
9
BlackRock
New York
$11.1M -$7.26M -215,789 -43%
YCM
10
Yaupon Capital Management
New York
$10.6M -$7.74M -229,938 -46%
MRI
11
Mad River Investors
Massachusetts
$9.1M +$7.83M +232,550 New
RJA
12
Raymond James & Associates
Florida
$8.97M +$651K +19,350 +9%
GGHC
13
Gilder Gagnon Howe & Co
New York
$8.03M +$6.91M +205,205 New
Fidelity International
14
Fidelity International
Bermuda
$7.16M +$6.16M +183,142 New
Millennium Management
15
Millennium Management
New York
$6.94M -$4.13M -122,677 -41%
MC
16
Moors & Cabot
Massachusetts
$4.3M +$3.7M +109,970 New
Blackstone Inc
17
Blackstone Inc
New York
$3.91M – – –
SGM
18
Seven Grand Managers
New York
$3.91M +$421K +12,500 +14%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$3.73M -$6.04M -179,571 -65%
TAM
20
Tocqueville Asset Management
New York
$3.21M +$2.76M +81,950 New
HighTower Advisors
21
HighTower Advisors
Illinois
$2.69M +$1.82M +54,048 +370%
Cohen & Steers
22
Cohen & Steers
New York
$2.54M -$3.87M -115,020 -64%
Squarepoint
23
Squarepoint
New York
$2.38M +$30.8K +916 +2%
GCM
24
Ghisallo Capital Management
Massachusetts
$1.96M – – –
ZDA
25
Zweig-DiMenna Associates
New York
$1.96M +$1.68M +50,000 New
1
2 3 4

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.