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LEV

The Lion Electric Company

Delisted

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

89 hedge funds and large institutions have $164M invested in The Lion Electric Company in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 9289 (-3)

9% less capital invested

Capital invested by funds: $179M → $164M (-$15.3M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

48% less call options, than puts

Call options by funds: $771K | Put options by funds: $1.49M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
20
Reduced
26
Closed
13
Calls
$771K
Puts
$1.49M
Net Calls
-$717K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$37K +$36K +20,700 New
UBS Group
52
UBS Group
Switzerland
$34K +$6.42K +3,693 +24%
EGM
53
Engineers Gate Manager
New York
$28.8K -$2.13K -1,224 -7%
Victory Capital Management
54
Victory Capital Management
Texas
$27.7K +$27.2K +15,627 New
HIIFS
55
Harel Insurance Investments & Financial Services
Israel
$25K -$15.9K -9,151 -39%
SC
56
Scotia Capital
Ontario, Canada
$24.4K -$4.25K -2,444 -15%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$23.9K +$3.48K +2,000 +17%
Pictet Asset Management
58
Pictet Asset Management
Switzerland
$23.3K
Citigroup
59
Citigroup
New York
$22.8K -$9.67K -5,561 -30%
Rafferty Asset Management
60
Rafferty Asset Management
New York
$22.8K -$6.62K -3,805 -23%
TWM
61
Tradition Wealth Management
Minnesota
$21K
Mariner
62
Mariner
Kansas
$20.6K -$7.31K -4,201 -27%
NFG
63
Nadler Financial Group
Illinois
$19.3K
Bank of New York Mellon
64
Bank of New York Mellon
New York
$18.6K
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$17.9K
Franklin Resources
66
Franklin Resources
California
$17.7K
SAM
67
Shell Asset Management
Netherlands
$15K -$3.55K -2,043 -20%
NECFA
68
New England Capital Financial Advisors
Connecticut
$13.1K
TRCT
69
Tower Research Capital (TRC)
New York
$12.8K +$1.1K +634 +10%
Wells Fargo
70
Wells Fargo
California
$6.56K -$3.86K -2,218 -38%
Osaic Holdings
71
Osaic Holdings
Arizona
$5.16K -$1.85K -1,065 -27%
Deutsche Bank
72
Deutsche Bank
Germany
$4.58K +$511 +294 +13%
MTIM
73
Marathon Trading Investment Management
Pennsylvania
$3.54K
HPC
74
HM Payson & Co
Maine
$1.77K
SC
75
Stephens Consulting
Michigan
$1.77K

LEV Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The Lion Electric Company (LEV) for Q4 2023, worth a combined $164M — down 8.5% from $179M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEV and 10 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 20 added.

The largest buyer was Millennium Management, adding an estimated $326K. The largest seller was Alberta Investment Management Corp (AIMCo), cutting an estimated $765K.

  • 89 institutional investors held The Lion Electric Company (LEV) as of Q4 2023, down from 92 in Q3 2023.
  • Funds reported $164M of The Lion Electric Company stock for Q4 2023, down 8.5% quarter-over-quarter.
  • 10 funds opened new The Lion Electric Company positions in Q4 2023 and 13 closed out, a net change of -3 holders.
  • The largest The Lion Electric Company buyer in Q4 2023 was Millennium Management, an estimated $326K added.
  • The largest The Lion Electric Company seller in Q4 2023 was Alberta Investment Management Corp (AIMCo), an estimated $765K sold.

Based on aggregated 13F filings for Q4 2023.