Lear
LEA
435 hedge funds and large institutions have $9.01B invested in Lear in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 149 reducing their positions, and 54 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 149
10% more call options, than puts
Call options by funds: $20.7M | Put options by funds: $18.8M
0.11% more ownership
Funds ownership: 96.36% → 96.47% (+0.11%)
3% less funds holding
Funds holding: 448 → 435 (-13)
11% less capital invested
Capital invested by funds: $10.1B → $9.01B (-$1.12B)
15% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$93.2M |
| 2 |
Pzena Investment Management
New York
|
+$59.3M |
| 3 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$40.9M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$35.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$190M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$102M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$57.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$57.5M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$21.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PO
476
Private Ocean
San Rafael,
California
| – | -$93K | -530 | Closed |
|
|
CFO
477
CVA Family Office
Denver,
Colorado
| – | -$31K | -175 | Closed |
|
|
KFP
478
KB Financial Partners
Princeton,
New Jersey
| – | -$12K | -69 | Closed |
|
|
ASN
479
Advisory Services Network
Atlanta,
Georgia
| – | -$10K | -56 | Closed |
|
|
CA
480
Clearstead Advisors
Cleveland,
Ohio
| – | -$3.11K | -19 | -86% |
|
481
Walleye Trading
New York
| – | -$2.95K | -18 | Closed |
|
|
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$2K | -13 | Closed |
|
|
BC
483
Bartlett & Co
Cincinnati,
Ohio
| – | -$2K | -11 | Closed |
|
|
BCWM
484
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$1.93K | -11 | Closed |
|
|
TFS
485
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$2K | -10 | Closed |
|
|
SFO
486
Standard Family Office
Sioux Falls,
South Dakota
| – | -$2K | -9 | Closed |
|
|
BIA
487
Bell Investment Advisors
Oakland,
California
| – | +$491 | +3 | New |
|
LEA Hedge Fund Activity: Q3 2021 in Review
435 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lear (LEA) for Q3 2021, worth a combined $9.01B — down 11% from $10.1B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of LEA and 46 opened new positions — a net loss of 8 holders — while 149 trimmed existing stakes and 164 added.
The largest buyer was Wells Fargo, adding an estimated $93.2M. The largest seller was Fidelity Investments, cutting an estimated $190M.
- 435 institutional investors held Lear (LEA) as of Q3 2021, down from 448 in Q2 2021.
- Funds reported $9.01B of Lear stock for Q3 2021, down 11% quarter-over-quarter.
- 46 funds opened new Lear positions in Q3 2021 and 54 closed out, a net change of -8 holders.
- The largest Lear buyer in Q3 2021 was Wells Fargo, an estimated $93.2M added.
- The largest Lear seller in Q3 2021 was Fidelity Investments, an estimated $190M sold.
Based on aggregated 13F filings for Q3 2021.