LGL Group
13 hedge funds and large institutions have $5.5M invested in LGL Group in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
0.39% less ownership
Funds ownership: 60.4% → 60.01% (-0.39%)
8% less capital invested
Capital invested by funds: $5.98M → $5.5M (-$485K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
+$105K |
| 2 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
+$36.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.08K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$77.8K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$56K |
| 3 |
Renaissance Technologies
New York
|
-$29.3K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
1
GAMCO Investors
Greenwich,
Connecticut
| $2.85M | – | – | – |
|
|
2
Renaissance Technologies
New York
| $674K | -$29.3K | -14,472 | -4% |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $543K | -$77.8K | -38,443 | -12% |
|
|
MA
4
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $478K | +$105K | +51,679 | +27% |
|
|
WIM
5
Wittenberg Investment Management
Carlisle,
Massachusetts
| $460K | +$36.5K | +18,034 | +8% |
|
6
Vanguard Group
Malvern,
Pennsylvania
| $328K | – | – | – |
|
|
SMC
7
S. Muoio & Co
New York
| $155K | – | – | – |
|
|
8
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $5K | -$56K | -27,664 | -92% |
|
|
9
UBS Group
Zurich,
Switzerland
| $5K | +$5.08K | +2,509 | New |
|
10
BlackRock
New York
| $2K | – | – | – |
|
11
Morgan Stanley
New York
| $2K | – | – | – |
|
12
Citigroup
New York
| $1K | – | – | – |
|
|
13
Acadian Asset Management
Boston,
Massachusetts
| – | -$21K | -10,083 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | +$10 | +5 | New |
|
LGL Hedge Fund Activity: Q2 2018 in Review
13 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q2 2018, worth a combined $5.5M — down 8.1% from $5.98M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LGL positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Minerva Advisors, adding an estimated $105K. The largest seller was Dimensional Fund Advisors, cutting an estimated $77.8K.
- 13 institutional investors held LGL Group (LGL) as of Q2 2018, up from 12 in Q1 2018.
- Funds reported $5.5M of LGL Group stock for Q2 2018, down 8.1% quarter-over-quarter.
- 2 funds opened new LGL Group positions in Q2 2018 and 1 closed out, a net change of +1 holder.
- The largest LGL Group buyer in Q2 2018 was Minerva Advisors, an estimated $105K added.
- The largest LGL Group seller in Q2 2018 was Dimensional Fund Advisors, an estimated $77.8K sold.
Based on aggregated 13F filings for Q2 2018.