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LO

LORILLARD INC COM STK
LO

Delisted

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

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571 hedge funds and large institutions have $17.6B invested in LORILLARD INC COM STK in 2013 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 216 increasing their positions, 195 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

13% more funds holding

Funds holding: 506 → 571 (+65)

11% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 195

4% less capital invested

Capital invested by funds: $18.2B → $17.6B (-$654M)

70% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $309M

Holders
571
Holders Change
+65
Holders Change %
+12.85%
% of All Funds
16.57%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
99
Increased
216
Reduced
195
Closed
29
Calls
$92.3M
Puts
$309M
Net Calls
-$216M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
2
JP Morgan Chase
JP Morgan Chase
New York
+$152M
3
Boston Partners
Boston Partners
Massachusetts
+$68M
4
AL
AJO LP
Pennsylvania
+$66.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$603M
2
BFA
BlackRock Fund Advisors
California
-$312M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$128M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$78.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$71.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
476
Tower Research Capital (TRC)
New York
$222K -$17.7K -356 -8%
AT
477
Arden Trust
Delaware
$220K +$217K +4,349 New
EWM
478
Evercore Wealth Management
New York
$218K -$38.6K -775 -15%
Verition Fund Management
479
Verition Fund Management
Connecticut
$217K +$213K +4,274 New
FCI
480
Financial Counselors Inc
Kansas
$216K +$213K +4,267 New
Northwestern Mutual Wealth Management
481
Northwestern Mutual Wealth Management
Wisconsin
$215K -$376K -7,546 -64%
EFS
482
Essex Financial Services
Connecticut
$213K +$209K +4,200 New
KFS
483
KMS Financial Services
Washington
$210K -$15.5K -311 -7%
Parallax Volatility Advisers
484
Parallax Volatility Advisers
California
$210K +$143K +2,872 +227%
IRS
485
Invictus RG (Singapore)
Singapore
$204K -$4.18K -84 -2%
FBFS
486
First Business Financial Services
Wisconsin
$204K +$201K +4,025 New
Mackenzie Financial
487
Mackenzie Financial
Ontario, Canada
$203K +$199K +4,000 New
SCM
488
Stux Capital Management
New York
$203K +$199K +4,000 New
AP
489
Advisor Partners
California
$201K +$198K +3,964 New
TC
490
TradeLink Capital
Illinois
$197K -$69.1K -1,386 -26%
BRWA
491
B. Riley Wealth Advisors
Florida
$196K +$1.45K +29 +0.8%
ECM
492
Endex Capital Management
Kansas
$195K – – –
PL
493
Parkwood LLC
Ohio
$188K +$185K +3,708 New
VIM
494
Veritas Investment Management
United Kingdom
$182K – – –
ECM
495
ETrade Capital Management
Virginia
$174K +$24.2K +485 +16%
GIBU
496
Gulf International Bank (UK)
United Kingdom
$173K +$170K +3,408 New
Fuller & Thaler Asset Management
497
Fuller & Thaler Asset Management
California
$157K -$419K -8,400 -73%
GIS
498
Guardian Investor Services
New York
$152K -$1.5K -30 -1%
SF
499
Synovus Financial
Georgia
$152K – – –
JWM
500
Jacobus Wealth Management
Wisconsin
$150K +$147K +2,953 New
18 19
20
21 22

LO Hedge Fund Activity: Q4 2013 in Review

571 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LORILLARD INC COM STK (LO) for Q4 2013, worth a combined $17.6B — down 3.6% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new LO positions and 29 closed out — a net gain of 70 holders — while 216 added to existing stakes and 195 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $245M. The largest seller was Capital Research Global Investors, cutting an estimated $603M.

  • 571 institutional investors held LORILLARD INC COM STK (LO) as of Q4 2013, up from 506 in Q3 2013.
  • Funds reported $17.6B of LORILLARD INC COM STK stock for Q4 2013, down 3.6% quarter-over-quarter.
  • 99 funds opened new LORILLARD INC COM STK positions in Q4 2013 and 29 closed out, a net change of +70 holders.
  • The largest LORILLARD INC COM STK buyer in Q4 2013 was Fidelity Investments, an estimated $245M added.
  • The largest LORILLARD INC COM STK seller in Q4 2013 was Capital Research Global Investors, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2013.