Lydall, Inc.
LDL
LDL was delisted on the 30th of September, 2021.
152 hedge funds and large institutions have $834M invested in Lydall, Inc. in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 35 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 58
13% less capital invested
Capital invested by funds: $961M → $834M (-$127M)
15% less funds holding
Funds holding: 178 → 152 (-26)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 35
79% less call options, than puts
Call options by funds: $377K | Put options by funds: $1.79M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$118M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$12.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$8.19M |
| 4 |
RA
Royce & Associates
New York
|
+$6.33M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$6.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$9.71M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.62M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.12M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$5.04M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$4.72M |
LDL Hedge Fund Activity: Q1 2017 in Review
152 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Lydall, Inc. (LDL) for Q1 2017, worth a combined $834M — down 13% from $961M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of LDL and 14 opened new positions — a net loss of 21 holders — while 58 trimmed existing stakes and 63 added.
The largest buyer was BlackRock, adding an estimated $118M. The largest seller was James Investment Research, cutting an estimated $9.71M.
- 152 institutional investors held Lydall, Inc. (LDL) as of Q1 2017, down from 178 in Q4 2016.
- Funds reported $834M of Lydall, Inc. stock for Q1 2017, down 13% quarter-over-quarter.
- 14 funds opened new Lydall, Inc. positions in Q1 2017 and 35 closed out, a net change of -21 holders.
- The largest Lydall, Inc. buyer in Q1 2017 was BlackRock, an estimated $118M added.
- The largest Lydall, Inc. seller in Q1 2017 was James Investment Research, an estimated $9.71M sold.
Based on aggregated 13F filings for Q1 2017.