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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPERF
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
+$8.66M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.02M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$6.32M |
| 4 |
Renaissance Technologies
New York
|
+$5.57M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.81M |
| 2 |
LCM
Leisure Capital Management
Costa Mesa,
California
|
-$2.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$397K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$390K |
| 5 |
OQS
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
-$269K |
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.