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loanDepot
LDI

50 hedge funds and large institutions have $61.1M invested in loanDepot in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

109% more capital invested

Capital invested by funds: $29.3M → $61.1M (+$31.8M)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

37.23% more ownership

Funds ownership: 26.35% → 63.58% (+37%)

9% more funds holding

Funds holding: 46 → 50 (+4)

64% less call options, than puts

Call options by funds: $973K | Put options by funds: $2.68M

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
22
Reduced
4
Closed
14
Calls
$973K
Puts
$2.68M
Net Calls
-$1.71M
Net Calls Change
-$1.71M

Top Buyers

Rank Fund Capital Flow
1
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$8.66M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.02M
3
SOMRS
State of Michigan Retirement System
Michigan
+$6.32M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.57M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.52M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$2.81M
2
LCM
Leisure Capital Management
California
-$2.74M
3
Bank of America
Bank of America
North Carolina
-$397K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$390K
5
OQS
Occudo Quantitative Strategies
Florida
-$269K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Leisure Capital Management
California
– -$2.74M -404,790 Closed
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
– -$390K -57,587 Closed
BA
53
Bridgewater Advisors
New York
– -$108K -16,000 Closed
Goldman Sachs
54
Goldman Sachs
New York
– -$101K -14,981 Closed
CIA
55
Choate Investment Advisors
Massachusetts
– -$90K -13,265 Closed
CIBC Asset Management
56
CIBC Asset Management
Ontario, Canada
– -$87K -12,815 Closed
RJFSA
57
Raymond James Financial Services Advisors
Florida
– -$85K -12,483 Closed
ECM
58
ExodusPoint Capital Management
New York
– -$79K -11,668 Closed
TRCT
59
Tower Research Capital (TRC)
New York
– -$41K -6,104 Closed
QT
60
Quantbot Technologies
New York
– -$11K -1,700 Closed
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
– -$8.78K -1,500 Closed
FF
62
FourThought Financial
Florida
– -$2K -306 Closed
Deutsche Bank
63
Deutsche Bank
Germany
– -$1K -200 Closed
AW
64
Avion Wealth
Texas
– +$6 +1 +2%
1 2
3

LDI Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in loanDepot (LDI) for Q4 2021, worth a combined $61.1M — up 109% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LDI positions and 14 closed out — a net gain of 6 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Oregon Public Employees Retirement Fund, adding an estimated $8.66M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $2.81M sold.

  • 50 institutional investors held loanDepot (LDI) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $61.1M of loanDepot stock for Q4 2021, up 109% quarter-over-quarter.
  • 20 funds opened new loanDepot positions in Q4 2021 and 14 closed out, a net change of +6 holders.
  • The largest loanDepot buyer in Q4 2021 was Oregon Public Employees Retirement Fund, an estimated $8.66M added.
  • The largest loanDepot seller in Q4 2021 was Lincoln National Corp, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2021.