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loanDepot

81 hedge funds and large institutions have $64.7M invested in loanDepot in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

76% more call options, than puts

Call options by funds: $725K | Put options by funds: $413K

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

17% more funds holding

Funds holding: 6981 (+12)

1.63% more ownership

Funds ownership: 30.71%32.34% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $73.9M → $64.7M (-$9.17M)

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
27
Reduced
18
Closed
8
Calls
$725K
Puts
$413K
Net Calls
+$312K
Net Calls Change
-$374K
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$543K -$302K -135,394 -34%
EF
27
Empowered Funds
Pennsylvania
$500K +$26K +11,647 +5%
BlackRock
28
BlackRock
New York
$362K
OAC
29
OMERS Administration Corp
Ontario, Canada
$348K +$381K +170,800 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$348K +$246K +110,448 +184%
Northern Trust
31
Northern Trust
Illinois
$321K +$35.8K +16,033 +11%
CSS
32
Cubist Systematic Strategies
Connecticut
$301K +$329K +147,354 New
OF
33
Optimize Financial
California
$272K +$298K +133,447 New
Two Sigma Investments
34
Two Sigma Investments
New York
$267K +$227K +101,677 +346%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$260K +$285K +127,607 New
American Century Companies
36
American Century Companies
Missouri
$245K +$30.4K +13,628 +13%
UBS Group
37
UBS Group
Switzerland
$213K +$225K +100,760 +2,696%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$210K +$24.2K +10,846 +12%
GCP
39
GSA Capital Partners
United Kingdom
$193K -$163K -73,177 -44%
EFL
40
ERn Financial LLC
Wisconsin
$186K
Verition Fund Management
41
Verition Fund Management
Connecticut
$128K +$15.2K +6,794 +12%
Bank of America
42
Bank of America
North Carolina
$120K +$19.9K +8,942 +18%
RCM
43
Requisite Capital Management
Texas
$102K -$22.3K -10,000 -17%
TFM
44
TFC Financial Management
Massachusetts
$101K
QC
45
Quadrature Capital
United Kingdom
$99.8K -$78.6K -35,258 -42%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$96K -$5.58K -2,500 -5%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$95.5K +$104K +46,800 New
FPAS
48
Focus Partners Advisor Solutions
Missouri
$91.8K +$61.3K +27,500 +157%
Morgan Stanley
49
Morgan Stanley
New York
$89.9K +$13.8K +6,197 +16%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$86.4K -$27.3K -12,239 -22%

LDI Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in loanDepot (LDI) for Q4 2024, worth a combined $64.7M — down 12% from $73.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LDI positions and 8 closed out — a net gain of 12 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Philosophy Capital Management, opening a new position worth an estimated $5.33M. The largest seller was Brandywine Global Investment Management, cutting an estimated $4.96M.

  • 81 institutional investors held loanDepot (LDI) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $64.7M of loanDepot stock for Q4 2024, down 12% quarter-over-quarter.
  • 20 funds opened new loanDepot positions in Q4 2024 and 8 closed out, a net change of +12 holders.
  • The largest loanDepot buyer in Q4 2024 was Philosophy Capital Management, an estimated $5.33M added.
  • The largest loanDepot seller in Q4 2024 was Brandywine Global Investment Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q4 2024.