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LGL Group

21 hedge funds and large institutions have $5.77M invested in LGL Group in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $5.19M → $5.77M (+$579K)

0.66% less ownership

Funds ownership: 25.86%25.2% (-0.66%)

5% less funds holding

Funds holding: 2221 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$2.04M
BA
2
Bard Associates
Illinois
$1.21M +$40.1K +9,000 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$857K -$60.6K -13,600 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$436K
Vanguard Group
5
Vanguard Group
Pennsylvania
$392K -$9.98K -2,240 -2%
MFFIA
6
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$251K
CSC
7
Caldwell Sutter Capital
California
$147K +$152K +34,239 New
BCM
8
Bridgeway Capital Management
Texas
$125K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$68.5K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$68.1K +$70.9K +15,911 New
Osaic Holdings
11
Osaic Holdings
Arizona
$45.8K -$11.4K -2,569 -19%
BlackRock
12
BlackRock
New York
$36.5K +$1.15K +258 +3%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$26K
UB
14
UMB Bank
Missouri
$18.3K
Bank of America
15
Bank of America
North Carolina
$17.1K -$27 -6 -0.1%
JIR
16
James Investment Research
Ohio
$11K
Morgan Stanley
17
Morgan Stanley
New York
$7.96K
UBS Group
18
UBS Group
Switzerland
$6.8K +$7.08K +1,589 New
ARS
19
Adirondack Retirement Specialists
New York
$3.15K
IA
20
IFP Advisors
Florida
$535
Wells Fargo
21
Wells Fargo
California
$111 +$4 +1 +4%
IAIM
22
International Assets Investment Management
Florida
-$219K -54,000 Closed
HKAM
23
Horizon Kinetics Asset Management
New York
-$43.3K -10,694 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$42.5K -10,494 Closed
NA
25
NewEdge Advisors
Louisiana
-$10.6K -2,626 Closed

LGL Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q1 2023, worth a combined $5.77M — up 11% from $5.19M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LGL and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.

The largest buyer was Caldwell Sutter Capital, opening a new position worth an estimated $152K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $219K sold.

  • 21 institutional investors held LGL Group (LGL) as of Q1 2023, down from 22 in Q4 2022.
  • Funds reported $5.77M of LGL Group stock for Q1 2023, up 11% quarter-over-quarter.
  • 3 funds opened new LGL Group positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest LGL Group buyer in Q1 2023 was Caldwell Sutter Capital, an estimated $152K added.
  • The largest LGL Group seller in Q1 2023 was International Assets Investment Management, an estimated $219K sold.

Based on aggregated 13F filings for Q1 2023.