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LGO

Largo

40 hedge funds and large institutions have $96.4M invested in Largo in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.74% less ownership

Funds ownership: 63.65%62.91% (-0.74%)

5% less funds holding

Funds holding: 4240 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $116M → $96.4M (-$19.2M)

35% less call options, than puts

Call options by funds: $40K | Put options by funds: $62K

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
12
Reduced
7
Closed
7
Calls
$40K
Puts
$62K
Net Calls
-$22K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$12K -$30.5K -13,007 -71%
Bank of America
27
Bank of America
North Carolina
$11.7K -$13.9K -5,937 -54%
UBS Group
28
UBS Group
Switzerland
$9K +$2.89K +1,235 +46%
Osaic Holdings
29
Osaic Holdings
Arizona
$8.2K +$469 +200 +6%
TWC
30
TD Waterhouse Canada
Ontario, Canada
$4.89K +$3.52K +1,500 +2,055%
US Bancorp
31
US Bancorp
Minnesota
$4.62K
TRCT
32
Tower Research Capital (TRC)
New York
$4.56K +$4.6K +1,963 +17,845%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$4.02K +$1.17K +500 +38%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.84K
ASN
35
Advisory Services Network
Georgia
$1.96K +$1.99K +850 New
RIL
36
Rothschild Investment LLC
Illinois
$1.35K +$1.37K +585 New
CP
37
Castleview Partners
Texas
$462
FFA
38
Frazier Financial Advisors
Ohio
$462 +$469 +200 New
Group One Trading
39
Group One Trading
Illinois
$404
CFS
40
CGC Financial Services
Oregon
$46
Bank of New York Mellon
41
Bank of New York Mellon
New York
-$2.79M -985,001 Closed
AC
42
Aristides Capital
Kentucky
-$120K -42,364 Closed
SFFS
43
Stonehage Fleming Financial Services
Jersey
-$99K -35,000 Closed
SPIA
44
Steward Partners Investment Advisory
New York
-$2.83K -1,000 Closed
WWM
45
Wolff Wiese Magana
California
-$2.83K -1,000 Closed
RAM
46
Riggs Asset Management
Pennsylvania
-$1.51K -534 Closed
CFB
47
Cullen/Frost Bankers
Texas
-$170 -60 Closed

LGO Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Largo (LGO) for Q4 2023, worth a combined $96.4M — down 17% from $116M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LGO and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.

The largest buyer was JP Morgan Chase, adding an estimated $577K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $2.79M sold.

  • 40 institutional investors held Largo (LGO) as of Q4 2023, down from 42 in Q3 2023.
  • Funds reported $96.4M of Largo stock for Q4 2023, down 17% quarter-over-quarter.
  • 6 funds opened new Largo positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest Largo buyer in Q4 2023 was JP Morgan Chase, an estimated $577K added.
  • The largest Largo seller in Q4 2023 was Bank of New York Mellon, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2023.