Lear
417 hedge funds and large institutions have $4.95B invested in Lear in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 162 reducing their positions, and 98 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
2.06% less ownership
Funds ownership: 103.25% → 101.18% (-2.1%)
10% less funds holding
Funds holding: 465 → 417 (-48)
12% less call options, than puts
Call options by funds: $20.7M | Put options by funds: $23.4M
23% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 162
42% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 98
42% less capital invested
Capital invested by funds: $8.53B → $4.95B (-$3.58B)
Top Buyers
| 1 |
SCC
Spring Creek Capital
Wichita,
Kansas
|
+$107M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$95M |
| 4 |
Pzena Investment Management
New York
|
+$79.8M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$26.2M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$135M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$95.7M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$73.8M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$31.9M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$26.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
501
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$3K | -24 | Closed |
|
|
CHAM
502
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$2.33K | -17 | Closed |
|
|
HWA
503
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$2.19K | -16 | Closed |
|
|
HIA
504
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$2K | -15 | Closed |
|
505
Chevy Chase Trust
Bethesda,
Maryland
| – | -$2K | -14 | Closed |
|
|
LFG
506
Larson Financial Group
St Louis,
Missouri
| – | -$2K | -14 | Closed |
|
|
TL
507
TrueWealth LLC
Atlanta,
Georgia
| – | -$921 | -8 | -67% |
|
|
TSW
508
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$1K | -5 | Closed |
|
|
GWS
509
Glassman Wealth Services
Vienna,
Virginia
| – | +$346 | +3 | New |
|
|
PA
510
Procyon Advisors
Shelton,
Connecticut
| – | +$461 | +4 | New |
|
|
KFI
511
Key Financial Inc
West Chester,
Pennsylvania
| – | +$576 | +5 | New |
|
LEA Hedge Fund Activity: Q1 2020 in Review
417 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lear (LEA) for Q1 2020, worth a combined $4.95B — down 42% from $8.53B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of LEA and 57 opened new positions — a net loss of 41 holders — while 162 trimmed existing stakes and 125 added.
The largest buyer was Spring Creek Capital, opening a new position worth an estimated $107M. The largest seller was Norges Bank, cutting an estimated $135M.
- 417 institutional investors held Lear (LEA) as of Q1 2020, down from 465 in Q4 2019.
- Funds reported $4.95B of Lear stock for Q1 2020, down 42% quarter-over-quarter.
- 57 funds opened new Lear positions in Q1 2020 and 98 closed out, a net change of -41 holders.
- The largest Lear buyer in Q1 2020 was Spring Creek Capital, an estimated $107M added.
- The largest Lear seller in Q1 2020 was Norges Bank, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2020.