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LO

LORILLARD INC COM STK
LO

Delisted

LO was delisted on the 11th of June, 2015.

613 hedge funds and large institutions have $21.5B invested in LORILLARD INC COM STK in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

7% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 76

2% less funds holding

Funds holding: 628613 (-15)

11% less capital invested

Capital invested by funds: $24.1B → $21.5B (-$2.57B)

24% less call options, than puts

Call options by funds: $116M | Put options by funds: $153M

29% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 266

Holders
613
Holders Change
-15
Holders Change %
-2.39%
% of All Funds
16.34%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
71
Increased
190
Reduced
266
Closed
76
Calls
$116M
Puts
$153M
Net Calls
-$37.3M
Net Calls Change
+$249M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
451
SII Investments
Wisconsin
$430K -$8.65K -130 -2%
Citadel Advisors
452
Citadel Advisors
Florida
$423K +$430K +6,466 New
HFS
453
HL Financial Services
Kentucky
$420K -$26.6K -400 -6%
GW
454
GW & Wade
Massachusetts
$419K +$427K +6,410 New
MNBTD
455
Moody National Bank Trust Division
Texas
$414K
CAN
456
Cetera Advisor Networks
California
$414K +$15.3K +230 +4%
SI
457
Stephens Inc
Arkansas
$406K
Bank of Nova Scotia
458
Bank of Nova Scotia
Ontario, Canada
$403K +$10.1K +152 +3%
LA
459
Lucus Advisors
New York
$402K -$85.8K -1,288 -17%
TFA
460
Transamerica Financial Advisors
Florida
$402K -$4.93K -74 -1%
WS
461
Wedbush Securities
California
$401K -$93.3K -1,402 -19%
ONB
462
Old National Bancorp
Indiana
$396K -$72.7K -1,092 -15%
MAM
463
Martingale Asset Management
Massachusetts
$395K
FMC
464
First Merchants Corp
Indiana
$392K
MCM
465
MAI Capital Management
Ohio
$383K -$14.4K -216 -4%
SCM
466
Sterneck Capital Management
Missouri
$374K -$724K -10,872 -65%
CCA
467
Checchi Capital Advisers
California
$372K +$51.9K +780 +16%
BF
468
BOK Financial
Oklahoma
$371K +$84.7K +1,272 +29%
KPF
469
K2 Principal Fund
Ontario, Canada
$369K -$1.93M -29,000 -84%
CWM
470
Concert Wealth Management
California
$365K +$184K +2,771 +48%
MCM
471
Mengis Capital Management
Oregon
$363K -$31.6K -475 -8%
FBFS
472
First Business Financial Services
Wisconsin
$354K +$30K +451 +9%
Simplex Trading
473
Simplex Trading
Illinois
$354K +$362K +5,430 New
W
474
Wealthfront
California
$353K +$64.8K +973 +22%
CAM
475
Capstone Asset Management
Texas
$350K +$9.32K +140 +3%

LO Hedge Fund Activity: Q1 2015 in Review

613 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in LORILLARD INC COM STK (LO) for Q1 2015, worth a combined $21.5B — down 11% from $24.1B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of LO and 71 opened new positions — a net loss of 5 holders — while 266 trimmed existing stakes and 190 added.

The largest buyer was Goldman Sachs, adding an estimated $264M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $542M sold.

  • 613 institutional investors held LORILLARD INC COM STK (LO) as of Q1 2015, down from 628 in Q4 2014.
  • Funds reported $21.5B of LORILLARD INC COM STK stock for Q1 2015, down 11% quarter-over-quarter.
  • 71 funds opened new LORILLARD INC COM STK positions in Q1 2015 and 76 closed out, a net change of -5 holders.
  • The largest LORILLARD INC COM STK buyer in Q1 2015 was Goldman Sachs, an estimated $264M added.
  • The largest LORILLARD INC COM STK seller in Q1 2015 was Americafirst Capital Management, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2015.