We are live on ! Find out more
LGL icon

LGL Group

22 hedge funds and large institutions have $15.4M invested in LGL Group in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

10.44% more ownership

Funds ownership: 56.93%67.37% (+10%)

5% more funds holding

Funds holding: 2122 (+1)

3% more capital invested

Capital invested by funds: $14.9M → $15.4M (+$450K)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$6.13M
Renaissance Technologies
2
Renaissance Technologies
New York
$2.67M -$12K -2,397 -0.4%
BA
3
Bard Associates
Illinois
$2.64M +$2.02M +402,441 +187%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.12M +$34.8K +6,942 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.06M +$220K +43,943 +21%
EA
6
Ellsworth Advisors
Ohio
$332K +$390K +77,746 New
BCM
7
Bridgeway Capital Management
Texas
$331K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$181K +$70.1K +13,979 +49%
MA
9
Minerva Advisors
Pennsylvania
$146K
HKAM
10
Horizon Kinetics Asset Management
New York
$121K +$142K +28,360 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$109K +$13.3K +2,652 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$94K +$38.6K +7,690 +54%
BlackRock
13
BlackRock
New York
$93K -$2.79K -557 -2%
SMC
14
S. Muoio & Co
New York
$92K
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$71K +$84.4K +16,819 New
Morgan Stanley
16
Morgan Stanley
New York
$55K +$45.3K +9,022 +236%
UB
17
UMB Bank
Missouri
$48K
Bank of America
18
Bank of America
North Carolina
$45K -$30.5K -6,086 -36%
JIR
19
James Investment Research
Ohio
$30K
ARS
20
Adirondack Retirement Specialists
New York
$8K +$9.98K +1,989 New
IA
21
IFP Advisors
Florida
$1K
V
22
Veritable
Delaware
-$234K -47,850 Closed
UBS Group
23
UBS Group
Switzerland
-$9K -1,811 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$1K -223 Closed
Wells Fargo
25
Wells Fargo
California
-$15 -3 -4%

LGL Hedge Fund Activity: Q3 2022 in Review

22 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q3 2022, worth a combined $15.4M — up 3% from $14.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LGL positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Bard Associates, adding an estimated $2.02M. The largest seller was Veritable, exiting entirely with an estimated $234K sold.

  • 22 institutional investors held LGL Group (LGL) as of Q3 2022, up from 21 in Q2 2022.
  • Funds reported $15.4M of LGL Group stock for Q3 2022, up 3% quarter-over-quarter.
  • 4 funds opened new LGL Group positions in Q3 2022 and 3 closed out, a net change of +1 holder.
  • The largest LGL Group buyer in Q3 2022 was Bard Associates, an estimated $2.02M added.
  • The largest LGL Group seller in Q3 2022 was Veritable, an estimated $234K sold.

Based on aggregated 13F filings for Q3 2022.