Littelfuse
LFUS
298 hedge funds and large institutions have $4.01B invested in Littelfuse in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 109 reducing their positions, and 26 closing their positions.
100% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 26
28% more capital invested
Capital invested by funds: $3.14B → $4.01B (+$868M)
9% more funds holding
Funds holding: 274 → 298 (+24)
0.83% more ownership
Funds ownership: 95.97% → 96.8% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less call options, than puts
Call options by funds: $2.66M | Put options by funds: $2.91M
10% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$29.5M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$26.6M |
| 3 |
Jennison Associates
New York
|
+$19.8M |
| 4 |
CCI
Columbus Circle Investors
|
+$16.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$33.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$32.1M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$20.1M |
| 4 |
BAMCO Inc
New York
|
-$15.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.1M |
LFUS Hedge Fund Activity: Q2 2020 in Review
298 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Littelfuse (LFUS) for Q2 2020, worth a combined $4.01B — up 28% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LFUS positions and 26 closed out — a net gain of 26 holders — while 98 added to existing stakes and 109 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $29.5M. The largest seller was Channing Capital Management, exiting entirely with an estimated $33.6M sold.
- 298 institutional investors held Littelfuse (LFUS) as of Q2 2020, up from 274 in Q1 2020.
- Funds reported $4.01B of Littelfuse stock for Q2 2020, up 28% quarter-over-quarter.
- 52 funds opened new Littelfuse positions in Q2 2020 and 26 closed out, a net change of +26 holders.
- The largest Littelfuse buyer in Q2 2020 was Nordea Investment Management, an estimated $29.5M added.
- The largest Littelfuse seller in Q2 2020 was Channing Capital Management, an estimated $33.6M sold.
Based on aggregated 13F filings for Q2 2020.