Lydall, Inc.
LDL
LDL was delisted on the 30th of September, 2021.
123 hedge funds and large institutions have $404M invested in Lydall, Inc. in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 10 closing their positions.
159% more call options, than puts
Call options by funds: $2.12M | Put options by funds: $819K
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
21% more capital invested
Capital invested by funds: $334M → $404M (+$69.3M)
8% more funds holding
Funds holding: 114 → 123 (+9)
38% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$10.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.86M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.69M |
| 4 |
GC
GMT Capital
Atlanta,
Georgia
|
+$7.47M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$17.1M |
| 2 |
GWI
Grace & White Inc
Ny,
New York
|
-$2.24M |
| 3 |
AG
Algert Global
San Francisco,
California
|
-$1.72M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.64M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
126
Secor Capital Advisors
New York
| – | -$587K | -25,671 | Closed |
|
|
GMIM
127
General Motors Investment Management
New York
| – | -$322K | -14,069 | Closed |
|
128
Los Angeles Capital Management
Los Angeles,
California
| – | -$295K | -12,910 | Closed |
|
|
HHC
129
Hutchin Hill Capital
New York
| – | -$258K | -11,300 | Closed |
|
|
DIA
130
Denver Investment Advisors
Denver,
Colorado
| – | -$237K | -10,363 | Closed |
|
|
CCMH
131
Cornerstone Capital Management Holdings
New York
| – | -$149K | -6,500 | Closed |
|
|
CAM
132
ClariVest Asset Management
San Diego,
California
| – | -$105K | -4,600 | Closed |
|
133
Lazard Asset Management
New York
| – | -$4K | -187 | Closed |
|
LDL Hedge Fund Activity: Q2 2014 in Review
123 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Lydall, Inc. (LDL) for Q2 2014, worth a combined $404M — up 21% from $334M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LDL positions and 10 closed out — a net gain of 9 holders — while 35 added to existing stakes and 56 trimmed.
The largest buyer was ACK Asset Management, opening a new position worth an estimated $10.4M. The largest seller was Van Den Berg Management I, exiting entirely with an estimated $17.1M sold.
- 123 institutional investors held Lydall, Inc. (LDL) as of Q2 2014, up from 114 in Q1 2014.
- Funds reported $404M of Lydall, Inc. stock for Q2 2014, up 21% quarter-over-quarter.
- 19 funds opened new Lydall, Inc. positions in Q2 2014 and 10 closed out, a net change of +9 holders.
- The largest Lydall, Inc. buyer in Q2 2014 was ACK Asset Management, an estimated $10.4M added.
- The largest Lydall, Inc. seller in Q2 2014 was Van Den Berg Management I, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2014.