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LKM

Link Motion Inc.
LKM

Delisted

LKM was delisted on the 20th of December, 2018.

70 hedge funds and large institutions have $99.9M invested in Link Motion Inc. in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $87M | Put options by funds: $33.7M

14% less funds holding

Funds holding: 8170 (-11)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

19% less capital invested

Capital invested by funds: $123M → $99.9M (-$22.8M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
70
Holders Change
-11
Holders Change %
-13.58%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
12
Increased
22
Reduced
26
Closed
23
Calls
$87M
Puts
$33.7M
Net Calls
+$53.3M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1
Valiant Capital Management
California
$13.9M +$12.3M +2,000,000 New
Group One Trading
2
Group One Trading
Illinois
$9.36M +$2.96M +482,709 +56%
U
3
UBS
Switzerland
$8.29M +$5.31M +867,197 +270%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.56M -$858K -139,970 -11%
Morgan Stanley
5
Morgan Stanley
New York
$6.87M +$3.16M +516,059 +110%
COPPSERS
6
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.33M +$4.69M +765,210 New
ARTA
7
A.R.T. Advisors
New York
$5.05M -$102K -16,592 -2%
ACM
8
Altimeter Capital Management
Massachusetts
$4.88M -$28.3M -4,626,771 -87%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$4.21M
PAWC
10
P.A.W. Capital
Connecticut
$3.76M -$747K -122,000 -18%
SEP
11
Sound Energy Partners
Connecticut
$3.16M -$260K -42,500 -9%
CS
12
Credit Suisse
Switzerland
$2.88M +$1.27M +206,736 +100%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$1.92M -$6K -980 -0.4%
SST
14
S Squared Technology
New York
$1.79M +$123K +20,000 +8%
Barclays
15
Barclays
United Kingdom
$1.74M +$1.25M +204,429 +239%
Invesco
16
Invesco
Georgia
$1.53M +$184K +30,090 +16%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.36M
Citadel Advisors
18
Citadel Advisors
Florida
$1.32M -$698K -113,871 -38%
Nomura Holdings
19
Nomura Holdings
Japan
$1.24M +$1.09M +178,484 New
Jane Street
20
Jane Street
New York
$1.01M +$304K +49,684 +52%
GC
21
Guggenheim Capital
Illinois
$805K +$78.9K +12,872 +13%
Bank of America
22
Bank of America
North Carolina
$759K -$73.5K -11,992 -10%
State Street
23
State Street
Massachusetts
$745K +$246K +40,232 +60%
BRWA
24
B. Riley Wealth Advisors
Florida
$740K -$640K -104,533 -50%
BL
25
Bolton LP
Connecticut
$697K -$1.25M -204,110 -67%

LKM Hedge Fund Activity: Q3 2014 in Review

70 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Link Motion Inc. (LKM) for Q3 2014, worth a combined $99.9M — down 19% from $123M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LKM and 12 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was Valiant Capital Management, opening a new position worth an estimated $12.3M. The largest seller was Altimeter Capital Management, cutting an estimated $28.3M.

  • 70 institutional investors held Link Motion Inc. (LKM) as of Q3 2014, down from 81 in Q2 2014.
  • Funds reported $99.9M of Link Motion Inc. stock for Q3 2014, down 19% quarter-over-quarter.
  • 12 funds opened new Link Motion Inc. positions in Q3 2014 and 23 closed out, a net change of -11 holders.
  • The largest Link Motion Inc. buyer in Q3 2014 was Valiant Capital Management, an estimated $12.3M added.
  • The largest Link Motion Inc. seller in Q3 2014 was Altimeter Capital Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2014.