Lydall, Inc.
LDL
LDL was delisted on the 30th of September, 2021.
128 hedge funds and large institutions have $274M invested in Lydall, Inc. in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 18 closing their positions.
21% more capital invested
Capital invested by funds: $227M → $274M (+$47.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 133 → 128 (-5)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
32% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 50
73% less call options, than puts
Call options by funds: $442K | Put options by funds: $1.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$2.86M |
| 2 |
TAM
Tocqueville Asset Management
New York
|
+$2.86M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$2.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.88M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.39M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.91M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$1.52M |
| 4 |
BlackRock
New York
|
-$1.28M |
| 5 |
Renaissance Technologies
New York
|
-$1.2M |
LDL Hedge Fund Activity: Q3 2020 in Review
128 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Lydall, Inc. (LDL) for Q3 2020, worth a combined $274M — up 21% from $227M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LDL and 13 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 34 added.
The largest buyer was Intrinsic Edge Capital Management, opening a new position worth an estimated $2.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $2.39M sold.
- 128 institutional investors held Lydall, Inc. (LDL) as of Q3 2020, down from 133 in Q2 2020.
- Funds reported $274M of Lydall, Inc. stock for Q3 2020, up 21% quarter-over-quarter.
- 13 funds opened new Lydall, Inc. positions in Q3 2020 and 18 closed out, a net change of -5 holders.
- The largest Lydall, Inc. buyer in Q3 2020 was Intrinsic Edge Capital Management, an estimated $2.86M added.
- The largest Lydall, Inc. seller in Q3 2020 was Assenagon Asset Management, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2020.