Landcadia Holdings II, Inc. Unit
LCAHU
LCAHU was delisted on the 29th of December, 2020.
34 hedge funds and large institutions have $141M invested in Landcadia Holdings II, Inc. Unit in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less capital invested
Capital invested by funds: $162M → $141M (-$21M)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
+$2.97M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.02M |
| 3 |
PMAM
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
+$159K |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$103K |
| 5 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.1M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$4.5M |
| 3 |
OCAM
Owl Creek Asset Management
New York
|
-$4.38M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$3.03M |
| 5 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$3.02M |
LCAHU Hedge Fund Activity: Q4 2019 in Review
34 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Landcadia Holdings II, Inc. Unit (LCAHU) for Q4 2019, worth a combined $141M — down 13% from $162M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LCAHU positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 10 trimmed.
The largest buyer was Periscope Capital, adding an estimated $2.97M. The largest seller was Deutsche Bank, cutting an estimated $10.1M.
- 34 institutional investors held Landcadia Holdings II, Inc. Unit (LCAHU) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $141M of Landcadia Holdings II, Inc. Unit stock for Q4 2019, down 13% quarter-over-quarter.
- 5 funds opened new Landcadia Holdings II, Inc. Unit positions in Q4 2019 and 4 closed out, a net change of +1 holder.
- The largest Landcadia Holdings II, Inc. Unit buyer in Q4 2019 was Periscope Capital, an estimated $2.97M added.
- The largest Landcadia Holdings II, Inc. Unit seller in Q4 2019 was Deutsche Bank, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2019.