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LEV

The Lion Electric Company

Delisted

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

73 hedge funds and large institutions have $154M invested in The Lion Electric Company in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $73.3M | Put options by funds: $23.4M

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

6% more funds holding

Funds holding: 6973 (+4)

44% less capital invested

Capital invested by funds: $273M → $154M (-$119M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
17
Reduced
15
Closed
22
Calls
$73.3M
Puts
$23.4M
Net Calls
+$49.9M
Net Calls Change
-$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$30M +$4.64M +332,110 +16%
First Trust Advisors
2
First Trust Advisors
Illinois
$18.4M +$20.4M +1,457,459 New
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2M +$3.42M +244,847 +22%
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$15.7M +$225K +16,138 +1%
AA
5
ALPS Advisors
Colorado
$13.1M +$14.5M +1,040,557 New
AIMCA
6
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.6M -$5.73M -410,000 -33%
PM
7
Pembroke Management
Quebec, Canada
$9.61M +$6.94M +496,657 +485%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$8.63M +$3.72M +266,628 +63%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.93M +$586K +41,920 +16%
KJHP
10
K.J. Harrison & Partners
Ontario, Canada
$2.85M -$4.02M -287,700 -56%
Morgan Stanley
11
Morgan Stanley
New York
$2.08M -$1.22M -87,666 -35%
Citadel Advisors
12
Citadel Advisors
Florida
$1.87M -$6.39M -457,755 -76%
ECM
13
ExodusPoint Capital Management
New York
$1.79M +$1.98M +142,019 New
CIBC World Market
14
CIBC World Market
Ontario, Canada
$1.76M +$970K +69,462 +100%
MFS
15
Mirabella Financial Services
United Kingdom
$1.64M +$1.81M +129,680 New
CIBC Asset Management
16
CIBC Asset Management
Ontario, Canada
$1.56M +$908K +65,020 +110%
LSA
17
Leonteq Securities AG
Switzerland
$1.29M -$48.9K -3,500 -3%
TI
18
Tidal Investments
Wisconsin
$1.24M +$1.37M +98,287 New
TD Asset Management
19
TD Asset Management
Ontario, Canada
$1.07M +$1.18M +84,787 New
CG
20
Cutler Group
California
$965K +$949K +67,912 +794%
Jane Street
21
Jane Street
New York
$954K -$12.6M -899,976 -92%
Goldman Sachs
22
Goldman Sachs
New York
$796K +$881K +63,044 New
Group One Trading
23
Group One Trading
Illinois
$742K +$821K +58,764 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$724K +$801K +57,335 New
Simplex Trading
25
Simplex Trading
Illinois
$457K -$19.4K -1,389 -6%

LEV Hedge Fund Activity: Q3 2021 in Review

73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in The Lion Electric Company (LEV) for Q3 2021, worth a combined $154M — down 44% from $273M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LEV positions and 22 closed out — a net gain of 4 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $20.4M. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $38.9M sold.

  • 73 institutional investors held The Lion Electric Company (LEV) as of Q3 2021, up from 69 in Q2 2021.
  • Funds reported $154M of The Lion Electric Company stock for Q3 2021, down 44% quarter-over-quarter.
  • 26 funds opened new The Lion Electric Company positions in Q3 2021 and 22 closed out, a net change of +4 holders.
  • The largest The Lion Electric Company buyer in Q3 2021 was First Trust Advisors, an estimated $20.4M added.
  • The largest The Lion Electric Company seller in Q3 2021 was D.E. Shaw & Co, an estimated $38.9M sold.

Based on aggregated 13F filings for Q3 2021.