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LGL Group

22 hedge funds and large institutions have $5.19M invested in LGL Group in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 2222 (0)

41.51% less ownership

Funds ownership: 67.37%25.86% (-42%)

66% less capital invested

Capital invested by funds: $15.4M → $5.19M (-$10.2M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 18

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$1.93M -$4.46M -960,280 -67%
BA
2
Bard Associates
Illinois
$1.11M -$1.6M -344,512 -56%
Renaissance Technologies
3
Renaissance Technologies
New York
$866K -$1.91M -411,585 -66%
Vanguard Group
4
Vanguard Group
Pennsylvania
$380K -$720K -155,062 -62%
MFFIA
5
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$237K +$272K +58,549 New
IAIM
6
International Assets Investment Management
Florida
$219K +$251K +54,000 New
BCM
7
Bridgeway Capital Management
Texas
$118K -$224K -48,238 -62%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$64K -$123K -26,547 -62%
Osaic Holdings
9
Osaic Holdings
Arizona
$54K -$40.2K -8,660 -39%
HKAM
10
Horizon Kinetics Asset Management
New York
$43.3K -$82K -17,666 -62%
Citadel Advisors
11
Citadel Advisors
Florida
$42.5K +$48.7K +10,494 New
BlackRock
12
BlackRock
New York
$33.5K -$62.9K -13,547 -62%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$25K -$48.6K -10,477 -62%
UB
14
UMB Bank
Missouri
$17K -$32.7K -7,049 -62%
Bank of America
15
Bank of America
North Carolina
$16.2K -$30.6K -6,602 -62%
JIR
16
James Investment Research
Ohio
$11K -$20.1K -4,338 -62%
NA
17
NewEdge Advisors
Louisiana
$10.6K +$12.2K +2,626 New
Morgan Stanley
18
Morgan Stanley
New York
$7.54K -$51K -10,983 -86%
ARS
19
Adirondack Retirement Specialists
New York
$3.04K -$5.75K -1,239 -62%
IA
20
IFP Advisors
Florida
$1K -$766 -165 -62%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$412 -$745K -160,562 -61%
Wells Fargo
22
Wells Fargo
California
$101 -$190 -41 -62%
EA
23
Ellsworth Advisors
Ohio
-$332K -77,746 Closed
MA
24
Minerva Advisors
Pennsylvania
-$146K -34,213 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$109K -25,459 Closed

LGL Hedge Fund Activity: Q4 2022 in Review

22 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q4 2022, worth a combined $5.19M — down 66% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LGL positions and 3 closed out — a net gain of 1 holder — while 0 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $251K. The largest seller was GAMCO Investors, cutting an estimated $4.46M.

  • 22 institutional investors held LGL Group (LGL) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $5.19M of LGL Group stock for Q4 2022, down 66% quarter-over-quarter.
  • 4 funds opened new LGL Group positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest LGL Group buyer in Q4 2022 was International Assets Investment Management, an estimated $251K added.
  • The largest LGL Group seller in Q4 2022 was GAMCO Investors, an estimated $4.46M sold.

Based on aggregated 13F filings for Q4 2022.