Landcadia Holdings, Inc. Unit
LCAHU
LCAHU was delisted on the 9th of November, 2018.
11 hedge funds and large institutions have $105M invested in Landcadia Holdings, Inc. Unit in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
5% less capital invested
Capital invested by funds: $110M → $105M (-$4.98M)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Longfellow Investment Management
Boston,
Massachusetts
|
-$1.61M |
| 2 |
JGC
J. Goldman & Co
New York
|
-$923K |
| 3 |
BCM
Basso Capital Management
Stamford,
Connecticut
|
-$215K |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$4.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Hudson Bay Capital Management
Stamford,
Connecticut
| $21M | +$21.4M | +2,000,000 | New |
|
|
HCM
2
Highbridge Capital Management
New York
| $15.8M | – | – | – |
|
|
PAMP
3
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $13.3M | -$4.28K | -400 | -0% |
|
|
CM
4
Corvex Management
New York
| $12.9M | – | – | – |
|
5
Janus Henderson Group
London,
United Kingdom
| $8.26M | – | – | – |
|
6
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $7.63M | – | – | – |
|
7
Bank of New York Mellon
New York
| $7.17M | – | – | – |
|
|
JG
8
Jefferies Group
New York
| $6.72M | – | – | – |
|
9
Marshall Wace
London,
United Kingdom
| $5.26M | – | – | – |
|
|
CCA
10
Castle Creek Arbitrage
Avon,
Colorado
| $4.21M | – | – | – |
|
|
JGC
11
J. Goldman & Co
New York
| $3M | -$923K | -86,300 | -23% |
|
|
LIM
12
Longfellow Investment Management
Boston,
Massachusetts
| – | -$1.61M | -149,900 | Closed |
|
|
BCM
13
Basso Capital Management
Stamford,
Connecticut
| – | -$215K | -20,000 | Closed |
|
LCAHU Hedge Fund Activity: Q4 2017 in Review
11 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Landcadia Holdings, Inc. Unit (LCAHU) for Q4 2017, worth a combined $105M — down 4.5% from $110M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LCAHU and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest buyer was Hudson Bay Capital Management, opening a new position worth an estimated $21.4M. The largest seller was Longfellow Investment Management, exiting entirely with an estimated $1.61M sold.
- 11 institutional investors held Landcadia Holdings, Inc. Unit (LCAHU) as of Q4 2017, down from 12 in Q3 2017.
- Funds reported $105M of Landcadia Holdings, Inc. Unit stock for Q4 2017, down 4.5% quarter-over-quarter.
- 1 fund opened new Landcadia Holdings, Inc. Unit positions in Q4 2017 and 2 closed out, a net change of -1 holder.
- The largest Landcadia Holdings, Inc. Unit buyer in Q4 2017 was Hudson Bay Capital Management, an estimated $21.4M added.
- The largest Landcadia Holdings, Inc. Unit seller in Q4 2017 was Longfellow Investment Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2017.