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LHC.U

Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant

Delisted

LHC.U was delisted on the 10th of November, 2023.

27 hedge funds and large institutions have $105M invested in Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 3127 (-4)

44% less capital invested

Capital invested by funds: $187M → $105M (-$82.4M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
2
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$11.7M
ACPU
2
Arrowgrass Capital Partners (US)
Delaware
$11.2M
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$10.9M -$9.33M -928,000 -46%
JGC
4
J. Goldman & Co
New York
$7.63M
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.1M
Marshall Wace
6
Marshall Wace
United Kingdom
$6.1M
PC
7
Periscope Capital
Ontario, Canada
$5.64M
FTCM
8
Fir Tree Capital Management
New York
$5.08M
SSA
9
Schonfeld Strategic Advisors
New York
$5.08M
LIM
10
Longfellow Investment Management
Massachusetts
$4.68M -$399K -39,700 -8%
MAM
11
Myriad Asset Management
Hong Kong
$4.07M -$958K -95,250 -19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.56M
KPF
13
K2 Principal Fund
Ontario, Canada
$3.55M +$61.9K +6,150 +2%
Citigroup
14
Citigroup
New York
$3.4M +$4.58K +455 +0.1%
Deutsche Bank
15
Deutsche Bank
Germany
$2.09M
BCM
16
Basso Capital Management
Connecticut
$2.03M -$5.87M -583,130 -74%
VOAM
17
Vertex One Asset Management
British Columbia, Canada
$2.03M -$1.01M -100,000 -33%
Hudson Bay Capital Management
18
Hudson Bay Capital Management
Connecticut
$2.03M
TCM
19
Tenor Capital Management
New York
$2.03M
MTCM
20
Mint Tower Capital Management
Netherlands
$2.03M -$1.1M -109,410 -35%
GCL
21
Glazer Capital LLC
New York
$1.33M -$859K -85,433 -40%
HIM
22
HGC Investment Management
Ontario, Canada
$985K -$9.79M -973,262 -91%
CFIC
23
City Financial Investment Company
United Kingdom
$763K -$754K -75,000 -50%
HCMT
24
Highland Capital Management (Texas)
Texas
$417K -$342K -33,999 -45%
Walleye Trading
25
Walleye Trading
New York
$260K +$257K +25,548 New

LHC.U Hedge Fund Activity: Q2 2018 in Review

27 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant (LHC.U) for Q2 2018, worth a combined $105M — down 44% from $187M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LHC.U and 1 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 2 added.

The largest buyer was Walleye Trading, opening a new position worth an estimated $257K. The largest seller was AQR Arbitrage, exiting entirely with an estimated $24.8M sold.

  • 27 institutional investors held Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant (LHC.U) as of Q2 2018, down from 31 in Q1 2018.
  • Funds reported $105M of Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant stock for Q2 2018, down 44% quarter-over-quarter.
  • 1 fund opened new Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant positions in Q2 2018 and 5 closed out, a net change of -4 holders.
  • The largest Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant buyer in Q2 2018 was Walleye Trading, an estimated $257K added.
  • The largest Leo Holdings Corp. II Units, each consisting of one Class A ordinary share and one-quarter of one redeemable warrant seller in Q2 2018 was AQR Arbitrage, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2018.