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LGO

Largo

58 hedge funds and large institutions have $481M invested in Largo in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

155.99% more ownership

Funds ownership: 62.89%218.88% (+156%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $429M → $481M (+$52M)

9% more funds holding

Funds holding: 5358 (+5)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
9
Reduced
15
Closed
13
Calls
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1
Arias Resource Capital
Cayman Islands
$260M
MWM
2
Merriman Wealth Management
Washington
$101M +$1.05B +100,829,988 New
WFI
3
West Family Investments
California
$51.7M
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$34.5M +$2.87M +275,858 +8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.33M -$399K -38,300 -5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$6.52M +$3.04M +291,596 +71%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$3.94M +$3.13M +300,000 +240%
JP Morgan Chase
8
JP Morgan Chase
New York
$3.04M -$153K -14,719 -7%
Morgan Stanley
9
Morgan Stanley
New York
$2.25M -$1.38M -132,693 -35%
PIP
10
Polarity Investment Partners
California
$1.86M +$2.1M +201,087 New
Renaissance Technologies
11
Renaissance Technologies
New York
$1.01M +$150K +14,400 +15%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$935K
Swiss National Bank
13
Swiss National Bank
Switzerland
$731K
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$671K
CAM
15
Cresset Asset Management
Illinois
$463K
UBS AM
16
UBS AM
Illinois
$384K
TD Asset Management
17
TD Asset Management
Ontario, Canada
$348K +$13.7K +1,316 +4%
Goldman Sachs
18
Goldman Sachs
New York
$337K -$242K -23,256 -39%
VanEck Associates
19
VanEck Associates
New York
$331K +$32.3K +3,097 +9%
CLOS
20
Compagnie Lombard Odier SCmA
Switzerland
$313K -$5.21K -500 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$306K +$344K +33,044 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$302K
CS
23
Credit Suisse
Switzerland
$248K +$2.39K +229 +0.9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$234K +$264K +25,313 New
CIBC World Market
25
CIBC World Market
Ontario, Canada
$209K -$28.1K -2,700 -11%

LGO Hedge Fund Activity: Q4 2021 in Review

58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Largo (LGO) for Q4 2021, worth a combined $481M — up 12% from $429M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LGO positions and 13 closed out — a net gain of 6 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $1.05B. The largest seller was Alpine Woods Capital Investors, exiting entirely with an estimated $2.52M sold.

  • 58 institutional investors held Largo (LGO) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $481M of Largo stock for Q4 2021, up 12% quarter-over-quarter.
  • 19 funds opened new Largo positions in Q4 2021 and 13 closed out, a net change of +6 holders.
  • The largest Largo buyer in Q4 2021 was Merriman Wealth Management, an estimated $1.05B added.
  • The largest Largo seller in Q4 2021 was Alpine Woods Capital Investors, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2021.