Littelfuse
LFUS
324 hedge funds and large institutions have $4.5B invested in Littelfuse in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 99 reducing their positions, and 40 closing their positions.
70% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $1.44M
37% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 99
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $4.11B → $4.5B (+$393M)
2.59% more ownership
Funds ownership: 97.12% → 99.71% (+2.6%)
8% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 40
2% less funds holding
Funds holding: 329 → 324 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$24.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$23.4M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$22.5M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
+$20.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$25.2M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$22M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.5M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$14.1M |
| 5 |
Renaissance Technologies
New York
|
-$12.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFFS
351
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$189K | -1,100 | Closed |
|
|
ER
352
Enlightenment Research
Miami,
Florida
| – | -$51K | -300 | Closed |
|
353
Bessemer Group
Woodbridge,
New Jersey
| – | -$40K | -236 | Closed |
|
|
JA
354
JOYN Advisors
Atlanta,
Georgia
| – | -$34K | -201 | Closed |
|
|
DWM
355
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$34K | -200 | Closed |
|
356
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$20K | -116 | Closed |
|
|
IA
357
IFP Advisors
Tampa,
Florida
| – | -$16K | -98 | Closed |
|
|
TSW
358
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$11K | -67 | Closed |
|
|
CC
359
Claybrook Capital
Wellesley,
Massachusetts
| – | -$9K | -53 | Closed |
|
|
WDL
360
Well Done LLC
Holland,
Michigan
| – | -$9K | -53 | Closed |
|
|
PHK
361
Point72 Hong Kong
Hong Kong
| – | -$8K | -47 | Closed |
|
|
BOPW
362
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$2K | -13 | Closed |
|
|
QI
363
QS Investors
New York
| – | -$1K | -3 | Closed |
|
|
VCM
364
Versant Capital Management
Phoenix,
Arizona
| – | -$185 | -1 | -20% |
|
LFUS Hedge Fund Activity: Q1 2019 in Review
324 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Littelfuse (LFUS) for Q1 2019, worth a combined $4.5B — up 9.6% from $4.11B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of LFUS and 37 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 136 added.
The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $24.3M. The largest seller was Silvercrest Asset Management, cutting an estimated $25.2M.
- 324 institutional investors held Littelfuse (LFUS) as of Q1 2019, down from 329 in Q4 2018.
- Funds reported $4.5B of Littelfuse stock for Q1 2019, up 9.6% quarter-over-quarter.
- 37 funds opened new Littelfuse positions in Q1 2019 and 40 closed out, a net change of -3 holders.
- The largest Littelfuse buyer in Q1 2019 was Ceredex Value Advisors, an estimated $24.3M added.
- The largest Littelfuse seller in Q1 2019 was Silvercrest Asset Management, an estimated $25.2M sold.
Based on aggregated 13F filings for Q1 2019.