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LGL Group

21 hedge funds and large institutions have $6.78M invested in LGL Group in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $5.77M → $6.78M (+$1.01M)

1.43% more ownership

Funds ownership: 25.2%26.63% (+1.4%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$2.59M +$305K +67,252 +14%
BA
2
Bard Associates
Illinois
$1.34M -$2.18K -480 -0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$932K -$19.9K -4,400 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$485K
Vanguard Group
5
Vanguard Group
Pennsylvania
$436K
MFFIA
6
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$279K +$684 +151 +0.3%
CSC
7
Caldwell Sutter Capital
California
$273K +$105K +23,056 +67%
BCM
8
Bridgeway Capital Management
Texas
$139K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$76.2K
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$71.4K +$68K +15,000 New
Osaic Holdings
11
Osaic Holdings
Arizona
$60.6K +$9.2K +2,030 +19%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$29K
UB
13
UMB Bank
Missouri
$20.3K
Bank of America
14
Bank of America
North Carolina
$19K
BlackRock
15
BlackRock
New York
$18.4K -$21.2K -4,667 -55%
ARS
16
Adirondack Retirement Specialists
New York
$3.33K -$227 -50 -7%
UBS Group
17
UBS Group
Switzerland
$1.73K -$5.55K -1,225 -77%
Morgan Stanley
18
Morgan Stanley
New York
$1.72K -$6.8K -1,500 -81%
IA
19
IFP Advisors
Florida
$476
Wells Fargo
20
Wells Fargo
California
$129 +$5 +1 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$68.1K -15,911 Closed
JIR
22
James Investment Research
Ohio
-$11K -2,626 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
+$168 +37 New

LGL Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q2 2023, worth a combined $6.78M — up 18% from $5.77M a quarter earlier.

Fund positioning in LGL was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was GAMCO Investors, adding an estimated $305K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $68.1K sold.

  • 21 institutional investors held LGL Group (LGL) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $6.78M of LGL Group stock for Q2 2023, up 18% quarter-over-quarter.
  • 2 funds opened new LGL Group positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest LGL Group buyer in Q2 2023 was GAMCO Investors, an estimated $305K added.
  • The largest LGL Group seller in Q2 2023 was Susquehanna International Group, an estimated $68.1K sold.

Based on aggregated 13F filings for Q2 2023.