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LEV

The Lion Electric Company

Delisted

LEV was delisted on the 16th of December, 2024.

92 hedge funds and large institutions have $179M invested in The Lion Electric Company in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more call options, than puts

Call options by funds: $2.63M | Put options by funds: $1.76M

1% more capital invested

Capital invested by funds: $178M → $179M (+$979K)

5% less funds holding

Funds holding: 9792 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
92
Holders Change
-5
Holders Change %
-5.15%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
19
Reduced
28
Closed
11
Calls
$2.63M
Puts
$1.76M
Net Calls
+$872K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$180K -$4.67K -2,150 -2%
AWS
27
Atria Wealth Solutions
New York
$164K -$94.5K -43,500 -34%
Vanguard Group
28
Vanguard Group
Pennsylvania
$156K
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$144K +$163K +75,230 New
Legal & General Group
30
Legal & General Group
United Kingdom
$135K
LSPW
31
Lake Street Private Wealth
Illinois
$115K +$48.7K +22,400 +59%
Jane Street
32
Jane Street
New York
$113K +$78.3K +36,032 +155%
YCM
33
Yaupon Capital Management
New York
$106K
BlackRock
34
BlackRock
New York
$101K
Millennium Management
35
Millennium Management
New York
$100K +$91.5K +42,111 +405%
AllianceBernstein
36
AllianceBernstein
Tennessee
$99.4K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$97K -$44.9K -20,647 -29%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$95.5K -$31.9K -14,689 -23%
BAM
39
Brave Asset Management
New Jersey
$95.5K
WAM
40
Weiss Asset Management
Massachusetts
$84.6K
Morgan Stanley
41
Morgan Stanley
New York
$82.8K -$11.9K -5,496 -11%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$73.7K +$1.5K +692 +2%
CIP
43
Cornerstone Investment Partners
Georgia
$63.5K -$5.18K -2,386 -7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$61K +$23.1K +10,610 +50%
QOP
45
Quinn Opportunity Partners
Virginia
$53.4K
CWM
46
Cranbrook Wealth Management
Michigan
$47.8K
HIIFS
47
Harel Insurance Investments & Financial Services
Israel
$44K -$2.76K -1,269 -5%
Barclays
48
Barclays
United Kingdom
$38.6K +$1.09K +502 +3%
OMC
49
Old Mission Capital
Illinois
$35.7K +$40.6K +18,677 New
Citigroup
50
Citigroup
New York
$35.3K -$2.71K -1,248 -6%

LEV Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The Lion Electric Company (LEV) for Q3 2023, worth a combined $179M — up 0.55% from $178M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LEV and 8 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 19 added.

The largest buyer was Bank of America, adding an estimated $336K. The largest seller was Invesco, cutting an estimated $3.69M.

  • 92 institutional investors held The Lion Electric Company (LEV) as of Q3 2023, down from 97 in Q2 2023.
  • Funds reported $179M of The Lion Electric Company stock for Q3 2023, up 0.55% quarter-over-quarter.
  • 8 funds opened new The Lion Electric Company positions in Q3 2023 and 11 closed out, a net change of -3 holders.
  • The largest The Lion Electric Company buyer in Q3 2023 was Bank of America, an estimated $336K added.
  • The largest The Lion Electric Company seller in Q3 2023 was Invesco, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2023.