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LGL Group

21 hedge funds and large institutions have $6.43M invested in LGL Group in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

1.39% more ownership

Funds ownership: 26.63%28.02% (+1.4%)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less capital invested

Capital invested by funds: $6.78M → $6.43M (-$351K)

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
4
Increased
6
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
$2.33M
BA
2
Bard Associates
Illinois
$1.27M +$67.9K +14,265 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$825K -$17.1K -3,600 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$437K
CSC
5
Caldwell Sutter Capital
California
$424K +$198K +41,625 +73%
Vanguard Group
6
Vanguard Group
Pennsylvania
$393K +$14 +3 +0%
MFFIA
7
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$253K +$1.43K +300 +0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$144K +$160K +33,624 New
BCM
9
Bridgeway Capital Management
Texas
$125K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$99.5K +$34.2K +7,177 +45%
Osaic Holdings
11
Osaic Holdings
Arizona
$51.2K -$3.76K -790 -6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$24K -$1.81K -380 -6%
UB
13
UMB Bank
Missouri
$18.3K
Bank of America
14
Bank of America
North Carolina
$17.2K
TRCT
15
Tower Research Capital (TRC)
New York
$4.32K +$4.79K +1,006 New
BlackRock
16
BlackRock
New York
$2.83K -$15.3K -3,210 -83%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.38K +500 New
Morgan Stanley
18
Morgan Stanley
New York
$1.55K
Wells Fargo
19
Wells Fargo
California
$124 +$10 +2 +7%
JP Morgan Chase
20
JP Morgan Chase
New York
$17 +$19 +4 New
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
-$71.4K -15,000 Closed
ARS
22
Adirondack Retirement Specialists
New York
-$3.33K -700 Closed
UBS Group
23
UBS Group
Switzerland
-$1.73K -364 Closed
IA
24
IFP Advisors
Florida
-$476 -100 Closed

LGL Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LGL Group (LGL) for Q3 2023, worth a combined $6.43M — down 5.2% from $6.78M a quarter earlier.

Fund positioning in LGL was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was Caldwell Sutter Capital, adding an estimated $198K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $71.4K sold.

  • 21 institutional investors held LGL Group (LGL) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $6.43M of LGL Group stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 4 funds opened new LGL Group positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest LGL Group buyer in Q3 2023 was Caldwell Sutter Capital, an estimated $198K added.
  • The largest LGL Group seller in Q3 2023 was Koshinski Asset Management, an estimated $71.4K sold.

Based on aggregated 13F filings for Q3 2023.