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LCAHU

Landcadia Holdings II, Inc. Unit
LCAHU

Delisted

LCAHU was delisted on the 29th of December, 2020.

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33 hedge funds and large institutions have $162M invested in Landcadia Holdings II, Inc. Unit in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% less capital invested

Capital invested by funds: $209M → $162M (-$47M)

23% less funds holding

Funds holding: 43 → 33 (-10)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
33
Holders Change
-10
Holders Change %
-23.26%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
3
Increased
4
Reduced
8
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCAM
Owl Creek Asset Management
New York
+$4.35M
2
LIM
Longfellow Investment Management
Massachusetts
+$3.18M
3
PC
Periscope Capital
Ontario, Canada
+$401K
4
BCM
Basso Capital Management
Connecticut
+$150K
5
Walleye Trading
Walleye Trading
New York
+$20.1K

Top Sellers

Rank Fund Capital Flow
1
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$17.5M
2
FIG
Fortress Investment Group
New York
-$7M
3
GCL
Glazer Capital LLC
New York
-$5.33M
4
ESCM
Echo Street Capital Management
New York
-$5M
5
HI
HBK Investments
Texas
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$20.1M – – –
BCM
2
Basso Capital Management
Connecticut
$12.8M +$150K +15,000 +1%
AMH
3
Apollo Management Holdings
New York
$12.6M – – –
Hudson Bay Capital Management
4
Hudson Bay Capital Management
Connecticut
$12.6M – – –
Deutsche Bank
5
Deutsche Bank
Germany
$10.9M – – –
Millennium Management
6
Millennium Management
New York
$10.6M – – –
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$10.1M – – –
SCM
8
Shaolin Capital Management
Florida
$10.1M – – –
LIM
9
Longfellow Investment Management
Massachusetts
$9.56M +$3.18M +317,065 +50%
BGIM
10
Boussard & Gavaudan Investment Management
United Kingdom
$6.58M – – –
GCL
11
Glazer Capital LLC
New York
$5.11M -$5.33M -531,004 -51%
WAM
12
Wolverine Asset Management
Illinois
$4.54M -$1.11M -111,000 -20%
OCAM
13
Owl Creek Asset Management
New York
$4.38M +$4.35M +434,000 New
KPF
14
K2 Principal Fund
Ontario, Canada
$4.09M -$1.79M -178,878 -31%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$4.04M – – –
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$3.03M – – –
PC
17
Periscope Capital
Ontario, Canada
$2.42M +$401K +40,000 +20%
CIM
18
Cowen Investment Management
New York
$2.34M +$2.32M +231,300 New
BFM
19
Boothbay Fund Management
New York
$2.27M – – –
ACH
20
ArrowMark Colorado Holdings
Colorado
$2.02M – – –
MAM
21
Myriad Asset Management
Hong Kong
$2.02M – – –
VOAM
22
Vertex One Asset Management
British Columbia, Canada
$2.02M – – –
CCM
23
Context Capital Management
California
$2.02M – – –
AGC
24
Angelo Gordon & Co
New York
$1.8M -$200K -19,900 -10%
Walleye Capital
25
Walleye Capital
New York
$1.7M -$619K -61,700 -27%
1
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LCAHU Hedge Fund Activity: Q3 2019 in Review

33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Landcadia Holdings II, Inc. Unit (LCAHU) for Q3 2019, worth a combined $162M — down 23% from $209M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LCAHU and 3 opened new positions — a net loss of 8 holders — while 8 trimmed existing stakes and 4 added.

The largest buyer was Owl Creek Asset Management, opening a new position worth an estimated $4.35M. The largest seller was Arrowgrass Capital Partners (US), exiting entirely with an estimated $17.5M sold.

  • 33 institutional investors held Landcadia Holdings II, Inc. Unit (LCAHU) as of Q3 2019, down from 43 in Q2 2019.
  • Funds reported $162M of Landcadia Holdings II, Inc. Unit stock for Q3 2019, down 23% quarter-over-quarter.
  • 3 funds opened new Landcadia Holdings II, Inc. Unit positions in Q3 2019 and 11 closed out, a net change of -8 holders.
  • The largest Landcadia Holdings II, Inc. Unit buyer in Q3 2019 was Owl Creek Asset Management, an estimated $4.35M added.
  • The largest Landcadia Holdings II, Inc. Unit seller in Q3 2019 was Arrowgrass Capital Partners (US), an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2019.