We are live on ! Find out more
LDI icon

loanDepot

63 hedge funds and large institutions have $77.6M invested in loanDepot in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $345K

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

120% more capital invested

Capital invested by funds: $35.3M → $77.6M (+$42.3M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more funds holding

Funds holding: 4863 (+15)

1.04% more ownership

Funds ownership: 26%27.03% (+1%)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
18
Reduced
7
Closed
8
Calls
$1.62M
Puts
$345K
Net Calls
+$1.27M
Net Calls Change
+$867K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.6M +$105K +56,004 +1%
CC
2
Cannell Capital
Wyoming
$15.2M -$2M -1,066,268 -20%
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$10.8M -$860K -457,659 -13%
KAM
4
Knightsbridge Asset Management
California
$10M +$100K +53,289 +2%
BCM
5
Bridgeway Capital Management
Texas
$3.88M +$1.4M +744,978 +208%
WAM
6
Wolverine Asset Management
Illinois
$3.77M +$746K +397,095 +59%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.94M +$57.4K +30,534 +6%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.79M -$3.2K -1,700 -0.3%
PCM
9
Prelude Capital Management
New York
$1.65M -$365K -194,340 -29%
CM
10
CastleKnight Management
New York
$1.64M +$878K +467,100 New
State Street
11
State Street
Massachusetts
$797K
GIPM
12
G2 Investment Partners Management
New York
$792K +$423K +225,000 New
Morgan Stanley
13
Morgan Stanley
New York
$739K +$269K +143,296 +215%
BHCM
14
Brevan Howard Capital Management
Jersey
$683K +$365K +194,093 New
EF
15
Empowered Funds
Pennsylvania
$670K +$151K +80,358 +73%
CC
16
Cannell & Co
New York
$602K
SOW
17
State of Wyoming
Wyoming
$602K +$89.2K +47,457 +38%
Two Sigma Investments
18
Two Sigma Investments
New York
$571K +$246K +131,067 +423%
ER
19
EVR Research
Virginia
$528K +$282K +150,000 New
Northern Trust
20
Northern Trust
Illinois
$464K +$39.5K +21,018 +19%
Marshall Wace
21
Marshall Wace
United Kingdom
$433K +$231K +123,005 New
BlackRock
22
BlackRock
New York
$431K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$402K +$7.21K +3,833 +3%
Squarepoint
24
Squarepoint
New York
$297K +$159K +84,486 New
CA
25
Cetera Advisors
Colorado
$240K +$128K +68,181 New

LDI Hedge Fund Activity: Q4 2023 in Review

63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in loanDepot (LDI) for Q4 2023, worth a combined $77.6M — up 120% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LDI positions and 8 closed out — a net gain of 15 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.4M. The largest seller was Cannell Capital, cutting an estimated $2M.

  • 63 institutional investors held loanDepot (LDI) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $77.6M of loanDepot stock for Q4 2023, up 120% quarter-over-quarter.
  • 23 funds opened new loanDepot positions in Q4 2023 and 8 closed out, a net change of +15 holders.
  • The largest loanDepot buyer in Q4 2023 was Bridgeway Capital Management, an estimated $1.4M added.
  • The largest loanDepot seller in Q4 2023 was Cannell Capital, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2023.