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Lear
LEA

474 hedge funds and large institutions have $8.21B invested in Lear in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 158 increasing their positions, 173 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 45

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

48% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $21.1M

7% more funds holding

Funds holding: 444 → 474 (+30)

6% more capital invested

Capital invested by funds: $7.77B → $8.21B (+$438M)

1.41% more ownership

Funds ownership: 98.36% → 99.77% (+1.4%)

9% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 173

Holders
474
Holders Change
+30
Holders Change %
+6.76%
% of All Funds
6.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
79
Increased
158
Reduced
173
Closed
45
Calls
$31.3M
Puts
$21.1M
Net Calls
+$10.2M
Net Calls Change
+$1.69M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$95.3M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$65.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.2M
4
Goldman Sachs
Goldman Sachs
New York
+$55M
5
Boston Partners
Boston Partners
Massachusetts
+$52.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$111M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$81.6M
3
BlackRock
BlackRock
New York
-$53.5M
4
Invesco
Invesco
Georgia
-$36.7M
5
Pzena Investment Management
Pzena Investment Management
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
426
Resources Management Corp
Connecticut
$5K – – –
Loomis, Sayles & Company
427
Loomis, Sayles & Company
Massachusetts
$5K +$4.96K +37 New
MHR
428
Matthew Hamilton Rosenberg
$4.94K – – –
PFBT
429
Parkside Financial Bank & Trust
Missouri
$4.66K -$2.55K -19 -37%
PA
430
Pineridge Advisors
Missouri
$4.26K +$4.02K +30 New
S
431
Sachetta
Massachusetts
$4.24K +$4.02K +30 New
CMP
432
Coston McIsaac & Partners
Maine
$4K – – –
BHWM
433
Beaird Harris Wealth Management
Texas
$3.95K +$3.75K +28 New
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$3.39K – – –
QL
435
Quarry LP
New York
$3.39K +$3.22K +24 New
CBT
436
CoreFirst Bank & Trust
Kansas
$3.11K – – –
PWMG
437
Private Wealth Management Group
New Jersey
$3.11K +$2.95K +22 New
CMBA
438
C.M. Bidwell & Associates
Hawaii
$2.96K -$123K -916 -98%
AIM
439
Anchor Investment Management
South Carolina
$2.82K – – –
PWMG
440
Prestige Wealth Management Group
New Jersey
$2.68K – – –
CT
441
Colonial Trust
South Carolina
$2.41K -$1.21K -9 -35%
HGA
442
Hobbs Group Advisors
South Carolina
$2.4K +$2.28K +17 New
BIA
443
Bell Investment Advisors
California
$2.26K +$1.61K +12 +300%
AF
444
Advisornet Financial
Minnesota
$2.26K +$134 +1 +7%
AW
445
Avion Wealth
Texas
$2K +$1.07K +8 +200%
VNA
446
Valley National Advisers
Pennsylvania
$2K +$2.01K +15 New
Kayne Anderson Rudnick Investment Management
447
Kayne Anderson Rudnick Investment Management
California
$1.84K – – –
BWM
448
Baystate Wealth Management
Massachusetts
$1.81K +$134 +1 +9%
SIC
449
SJS Investment Consulting
Ohio
$1.7K -$268 -2 -14%
Jones Financial Companies
450
Jones Financial Companies
Missouri
$1.7K +$939 +7 +140%
16 17
18
19 20

LEA Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lear (LEA) for Q4 2023, worth a combined $8.21B — up 5.6% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new LEA positions and 45 closed out — a net gain of 34 holders — while 158 added to existing stakes and 173 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $95.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $111M.

  • 474 institutional investors held Lear (LEA) as of Q4 2023, up from 444 in Q3 2023.
  • Funds reported $8.21B of Lear stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 79 funds opened new Lear positions in Q4 2023 and 45 closed out, a net change of +34 holders.
  • The largest Lear buyer in Q4 2023 was Morgan Stanley, an estimated $95.3M added.
  • The largest Lear seller in Q4 2023 was Massachusetts Financial Services, an estimated $111M sold.

Based on aggregated 13F filings for Q4 2023.