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LKQ Corp

559 hedge funds and large institutions have $12B invested in LKQ Corp in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 232 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

688% more call options, than puts

Call options by funds: $124M | Put options by funds: $15.8M

17% more capital invested

Capital invested by funds: $10.2B → $12B (+$1.74B)

0.36% more ownership

Funds ownership: 94.58%94.94% (+0.36%)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

1% less funds holding

Funds holding: 562559 (-3)

16% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 232

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
559
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
9.82%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.18%
New
61
Increased
194
Reduced
232
Closed
61
Calls
$124M
Puts
$15.8M
Net Calls
+$109M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B -$8.54M -217,047 -0.8%
VH
2
ValueAct Holdings
California
$912M
BlackRock
3
BlackRock
New York
$871M +$53.3M +1,355,871 +7%
Boston Partners
4
Boston Partners
Massachusetts
$503M +$10.4M +265,418 +2%
State Street
5
State Street
Massachusetts
$475M -$14.7M -374,696 -3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$411M +$104M +2,645,094 +37%
Norges Bank
7
Norges Bank
Norway
$308M -$89.5M -2,276,351 -24%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$292M -$9.83M -249,902 -4%
AllianceBernstein
9
AllianceBernstein
Tennessee
$278M +$122M +3,098,803 +89%
Wells Fargo
10
Wells Fargo
California
$267M +$47.1M +1,196,990 +23%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$244M -$20.9M -532,570 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$241M +$10.7M +272,470 +5%
Invesco
13
Invesco
Georgia
$234M +$19.8M +502,814 +10%
JP Morgan Chase
14
JP Morgan Chase
New York
$231M +$129M +3,286,449 +152%
ACM
15
Atlanta Capital Management
Georgia
$228M +$18.8M +478,159 +10%
RRAM
16
River Road Asset Management
Kentucky
$212M +$14.3M +362,377 +8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$202M +$1.8M +45,721 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$187M -$8.38M -213,132 -5%
Lazard Asset Management
19
Lazard Asset Management
New York
$176M +$24.8M +629,669 +18%
UBS AM
20
UBS AM
Illinois
$151M -$6.96M -177,015 -5%
Northern Trust
21
Northern Trust
Illinois
$144M -$360K -9,143 -0.3%
EC
22
Eminence Capital
New York
$142M -$42M -1,067,808 -24%
Ensign Peak Advisors
23
Ensign Peak Advisors
Utah
$105M -$14.7M -374,818 -13%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$103M +$95.6M +2,430,161 +21,028%
TSW
25
Thompson Siegel & Walmsley
Virginia
$102M -$9.13M -232,229 -9%

LKQ Hedge Fund Activity: Q1 2021 in Review

559 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in LKQ Corp (LKQ) for Q1 2021, worth a combined $12B — up 17% from $10.2B a quarter earlier.

Fund positioning in LKQ was balanced in Q1 2021: 61 funds opened new positions, 61 closed out, 194 added to existing stakes and 232 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Sachem Head Capital Management, exiting entirely with an estimated $113M sold.

  • 559 institutional investors held LKQ Corp (LKQ) as of Q1 2021, down from 562 in Q4 2020.
  • Funds reported $12B of LKQ Corp stock for Q1 2021, up 17% quarter-over-quarter.
  • 61 funds opened new LKQ Corp positions in Q1 2021 and 61 closed out, a net change of 0 holders.
  • The largest LKQ Corp buyer in Q1 2021 was JP Morgan Chase, an estimated $129M added.
  • The largest LKQ Corp seller in Q1 2021 was Sachem Head Capital Management, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2021.