Lydall, Inc.
LDL
LDL was delisted on the 30th of September, 2021.
130 hedge funds and large institutions have $312M invested in Lydall, Inc. in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 23 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 35
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
1.76% less ownership
Funds ownership: 89.9% → 88.14% (-1.8%)
3% less funds holding
Funds holding: 134 → 130 (-4)
15% less capital invested
Capital invested by funds: $369M → $312M (-$57.1M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$6.95M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.66M |
| 3 |
Millennium Management
New York
|
+$3.08M |
| 4 |
RA
Royce & Associates
New York
|
+$2.83M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.33M |
| 2 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
-$8.84M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.31M |
| 5 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$2.1M |
LDL Hedge Fund Activity: Q2 2019 in Review
130 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Lydall, Inc. (LDL) for Q2 2019, worth a combined $312M — down 15% from $369M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of LDL and 22 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 51 added.
The largest buyer was Neuberger Berman Group, adding an estimated $6.95M. The largest seller was T. Rowe Price Associates, cutting an estimated $9.33M.
- 130 institutional investors held Lydall, Inc. (LDL) as of Q2 2019, down from 134 in Q1 2019.
- Funds reported $312M of Lydall, Inc. stock for Q2 2019, down 15% quarter-over-quarter.
- 22 funds opened new Lydall, Inc. positions in Q2 2019 and 23 closed out, a net change of -1 holder.
- The largest Lydall, Inc. buyer in Q2 2019 was Neuberger Berman Group, an estimated $6.95M added.
- The largest Lydall, Inc. seller in Q2 2019 was T. Rowe Price Associates, an estimated $9.33M sold.
Based on aggregated 13F filings for Q2 2019.