Lydall, Inc.
LDL
LDL was delisted on the 30th of September, 2021.
133 hedge funds and large institutions have $227M invested in Lydall, Inc. in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 15 closing their positions.
124% more capital invested
Capital invested by funds: $101M → $227M (+$125M)
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
8% more funds holding
Funds holding: 123 → 133 (+10)
5.67% more ownership
Funds ownership: 88.52% → 94.19% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 44
78% less call options, than puts
Call options by funds: $329K | Put options by funds: $1.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Juniper Investment Company
New York
|
+$8.02M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$4.09M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$3.2M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.96M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$3.92M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.9M |
| 3 |
BlackRock
New York
|
-$945K |
| 4 |
Renaissance Technologies
New York
|
-$869K |
| 5 |
FM
Fondren Management
Houston,
Texas
|
-$711K |
LDL Hedge Fund Activity: Q2 2020 in Review
133 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Lydall, Inc. (LDL) for Q2 2020, worth a combined $227M — up 124% from $101M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LDL positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 44 trimmed.
The largest buyer was Juniper Investment Company, adding an estimated $8.02M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $3.92M sold.
- 133 institutional investors held Lydall, Inc. (LDL) as of Q2 2020, up from 123 in Q1 2020.
- Funds reported $227M of Lydall, Inc. stock for Q2 2020, up 124% quarter-over-quarter.
- 25 funds opened new Lydall, Inc. positions in Q2 2020 and 15 closed out, a net change of +10 holders.
- The largest Lydall, Inc. buyer in Q2 2020 was Juniper Investment Company, an estimated $8.02M added.
- The largest Lydall, Inc. seller in Q2 2020 was Champlain Investment Partners, an estimated $3.92M sold.
Based on aggregated 13F filings for Q2 2020.