Link Motion Inc.
LKM
LKM was delisted on the 20th of December, 2018.
82 hedge funds and large institutions have $971M invested in Link Motion Inc. in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 43 closing their positions.
199% more capital invested
Capital invested by funds: $324M → $971M (+$646M)
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
36% more call options, than puts
Call options by funds: $77.5M | Put options by funds: $56.8M
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
21% less funds holding
Funds holding: 104 → 82 (-22)
49% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
+$48.1M |
| 2 |
Morgan Stanley
New York
|
+$18M |
| 3 |
KM
Kylin Management
New York
|
+$14.8M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$14.8M |
| 5 |
DnB Asset Management
Oslo,
Norway
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$15.3M |
| 2 |
EGM
Espalier Global Management
New York
|
-$10.5M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$8.81M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$8.43M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$8.16M |
LKM Hedge Fund Activity: Q4 2013 in Review
82 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Link Motion Inc. (LKM) for Q4 2013, worth a combined $971M — up 199% from $324M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of LKM and 22 opened new positions — a net loss of 21 holders — while 21 trimmed existing stakes and 36 added.
The largest buyer was Altimeter Capital Management, adding an estimated $48.1M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $15.3M sold.
- 82 institutional investors held Link Motion Inc. (LKM) as of Q4 2013, down from 104 in Q3 2013.
- Funds reported $971M of Link Motion Inc. stock for Q4 2013, up 199% quarter-over-quarter.
- 22 funds opened new Link Motion Inc. positions in Q4 2013 and 43 closed out, a net change of -21 holders.
- The largest Link Motion Inc. buyer in Q4 2013 was Altimeter Capital Management, an estimated $48.1M added.
- The largest Link Motion Inc. seller in Q4 2013 was Hood River Capital Management, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2013.