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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
DPW
451
DiNuzzo Private Wealth
Pennsylvania
$1.41K +$1.34K +10 New
IRC
452
Investors Research Corp
Georgia
$1.27K – – –
PFPT
453
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.27K – – –
SSB
454
Sandy Spring Bank
Maryland
$1.27K – – –
SAM
455
Smartleaf Asset Management
Massachusetts
$1.13K +$1.34K +10 New
NMM
456
Naples Money Management
Florida
$1.13K +$1.07K +8 New
APC
457
Aspire Private Capital
North Carolina
$1.13K – – –
FMP
458
Financial Management Professionals
Texas
$1K – – –
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$708 -$2.03M -15,131 -100%
CTC
460
Central Trust Company
Missouri
$707 +$670 +5 New
CFGS
461
Concourse Financial Group Securities
Alabama
$706 – – –
KFI
462
Key Financial Inc
Pennsylvania
$706 – – –
ZB
463
Zions Bancorporation
Utah
$706 – – –
DWA
464
Delos Wealth Advisors
Texas
$565 – – –
PTC
465
Private Trust Company
Ohio
$565 – – –
VCM
466
Versant Capital Management
Arizona
$565 +$268 +2 +100%
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$565 +$536 +4 New
TFM
468
TFC Financial Management
Massachusetts
$424 – – –
TWD
469
True Wealth Design
Ohio
$283 – – –
TWP
470
TFO Wealth Partners
Ohio
$282 – – –
VWA
471
Valued Wealth Advisors
Utah
$277 +$268 +2 New
AWM
472
Abound Wealth Management
Tennessee
$144 – – –
GI
473
Gradient Investments
Minnesota
$141 – – –
LFG
474
Larson Financial Group
Missouri
$141 +$134 +1 New
Balyasny Asset Management
475
Balyasny Asset Management
Illinois
– -$81.6M -608,413 Closed
17 18
19
20 21

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.