LGL Group
11 hedge funds and large institutions have $2.73M invested in LGL Group in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
38% more funds holding
Funds holding: 8 → 11 (+3)
0.5% more ownership
Funds ownership: 52.63% → 53.13% (+0.5%)
11% less capital invested
Capital invested by funds: $3.08M → $2.73M (-$349K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$70K |
| 2 |
Morgan Stanley
New York
|
+$15.6K |
| 3 |
Renaissance Technologies
New York
|
+$6.64K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$56 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$81.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
1
GAMCO Investors
Greenwich,
Connecticut
| $891K | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $441K | – | – | – |
|
|
3
Renaissance Technologies
New York
| $326K | +$6.64K | +3,182 | +2% |
|
|
FWSM
4
First Wilshire Securities Management
Pasadena,
California
| $314K | – | – | – |
|
|
PCM
5
Perritt Capital Management
Chicago,
Illinois
| $275K | – | – | – |
|
6
Vanguard Group
Malvern,
Pennsylvania
| $262K | – | – | – |
|
|
SKK
7
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $206K | -$81.7K | -39,159 | -28% |
|
|
8
Morgan Stanley
New York
| $15K | +$15.6K | +7,452 | New |
|
|
NL
9
NWAM LLC
Mercer Island,
Washington
| $1K | +$70K | +33,548 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | +$27 | +13 | New |
|
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$56 | +27 | +540% |
|
LGL Hedge Fund Activity: Q4 2013 in Review
11 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q4 2013, worth a combined $2.73M — down 11% from $3.08M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LGL positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was NWAM LLC, opening a new position worth an estimated $70K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $81.7K.
- 11 institutional investors held LGL Group (LGL) as of Q4 2013, up from 8 in Q3 2013.
- Funds reported $2.73M of LGL Group stock for Q4 2013, down 11% quarter-over-quarter.
- 3 funds opened new LGL Group positions in Q4 2013 and 0 closed out, a net change of +3 holders.
- The largest LGL Group buyer in Q4 2013 was NWAM LLC, an estimated $70K added.
- The largest LGL Group seller in Q4 2013 was Shepherd Kaplan Krochuk, an estimated $81.7K sold.
Based on aggregated 13F filings for Q4 2013.