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LGO

Largo

53 hedge funds and large institutions have $429M invested in Largo in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

8% more funds holding

Funds holding: 4953 (+4)

2.21% more ownership

Funds ownership: 60.67%62.89% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

30% less capital invested

Capital invested by funds: $611M → $429M (-$183M)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
17
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1
Arias Resource Capital
Cayman Islands
$295M +$281K +20,000 +0.1%
WFI
2
West Family Investments
California
$58.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36.1M +$6.32M +449,868 +15%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$8.72M +$5.37M +382,300 +85%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$4.32M +$5.77M +410,656 New
Morgan Stanley
6
Morgan Stanley
New York
$3.95M -$72.4K -5,156 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.26M +$2.63M +187,339 +781%
AWCI
8
Alpine Woods Capital Investors
New York
$2.52M +$1.12M +80,000 +50%
MS
9
Maven Securities
Jersey
$1.32M -$207K -14,711 -11%
Millennium Management
10
Millennium Management
New York
$1.31M +$1.76M +125,141 New
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$1.31M +$1.76M +125,000 New
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.06M
CC
13
Claybrook Capital
Massachusetts
$1.04M +$1.4M +99,295 New
Renaissance Technologies
14
Renaissance Technologies
New York
$990K +$1.32M +94,210 New
ACA
15
Apis Capital Advisors
New York
$840K +$1.12M +80,000 New
Swiss National Bank
16
Swiss National Bank
Switzerland
$827K +$111K +7,900 +11%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$761K -$1.81M -128,833 -69%
Marshall Wace
18
Marshall Wace
United Kingdom
$654K +$875K +62,244 New
Goldman Sachs
19
Goldman Sachs
New York
$626K -$1.91M -136,282 -70%
CAM
20
Cresset Asset Management
Illinois
$526K
Bank of America
21
Bank of America
North Carolina
$453K +$445K +31,690 +278%
UBS AM
22
UBS AM
Illinois
$434K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$397K -$33.1K -2,359 -6%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$379K -$52.5K -3,733 -9%
CLOS
25
Compagnie Lombard Odier SCmA
Switzerland
$359K +$481K +34,220 New

LGO Hedge Fund Activity: Q3 2021 in Review

53 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Largo (LGO) for Q3 2021, worth a combined $429M — down 30% from $611M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LGO positions and 9 closed out — a net gain of 5 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $6.32M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), exiting entirely with an estimated $3.09M sold.

  • 53 institutional investors held Largo (LGO) as of Q3 2021, up from 49 in Q2 2021.
  • Funds reported $429M of Largo stock for Q3 2021, down 30% quarter-over-quarter.
  • 14 funds opened new Largo positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest Largo buyer in Q3 2021 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $6.32M added.
  • The largest Largo seller in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2021.