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LO

LORILLARD INC COM STK
LO

Delisted

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

576 hedge funds and large institutions have $18.5B invested in LORILLARD INC COM STK in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 222 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 62

5% more capital invested

Capital invested by funds: $17.6B → $18.5B (+$954M)

1% more funds holding

Funds holding: 571576 (+5)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 222

57% less call options, than puts

Call options by funds: $244M | Put options by funds: $567M

Holders
576
Holders Change
+5
Holders Change %
+0.88%
% of All Funds
16.64%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
75
Increased
217
Reduced
222
Closed
62
Calls
$244M
Puts
$567M
Net Calls
-$323M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
476
First Business Financial Services
Wisconsin
$266K +$44.5K +886 +22%
BRWA
477
B. Riley Wealth Advisors
Florida
$257K +$44K +875 +23%
ZDA
478
Zweig-DiMenna Associates
New York
$249K +$231K +4,600 New
LWM
479
LBA Wealth Management
Florida
$248K
RW
480
Rand Wealth
Maryland
$247K +$230K +4,568 New
AP
481
Advisor Partners
California
$234K +$18.1K +361 +9%
EFS
482
Essex Financial Services
Connecticut
$233K +$5.88K +117 +3%
ECM
483
ETrade Capital Management
Virginia
$229K +$40.8K +812 +24%
AT
484
Arden Trust
Delaware
$218K -$15.4K -306 -7%
GF
485
Gerstein Fisher
New York
$217K -$392K -7,796 -66%
Group One Trading
486
Group One Trading
Illinois
$217K +$201K +4,006 New
SM
487
Stratton Management
Pennsylvania
$210K +$195K +3,875 New
KIA
488
King Investment Advisors
Texas
$206K +$191K +3,800 New
VF
489
Virtu Financial
New York
$202K +$188K +3,739 New
LJAC
490
L.J. Altfest & Co
New York
$200K +$192K +3,824 New
VIM
491
Veritas Investment Management
United Kingdom
$195K
ST
492
Smithfield Trust
Pennsylvania
$190K +$169K +3,369 +2,323%
GIBU
493
Gulf International Bank (UK)
United Kingdom
$184K
CAL
494
Capital Advisors Ltd
Ohio
$166K +$154K +3,069 New
WAM
495
Wolverine Asset Management
Illinois
$164K -$430K -8,550 -74%
HIM
496
Hillsdale Investment Management
Ontario, Canada
$162K -$156K -3,100 -51%
SF
497
Synovus Financial
Georgia
$162K
WA
498
WFG Advisors
Texas
$155K -$2.9M -57,777 -95%
GIS
499
Guardian Investor Services
New York
$154K -$7.84K -156 -5%
MA
500
MUFG Americas
New York
$140K -$106K -2,100 -45%

LO Hedge Fund Activity: Q1 2014 in Review

576 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in LORILLARD INC COM STK (LO) for Q1 2014, worth a combined $18.5B — up 5.4% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LO positions and 62 closed out — a net gain of 13 holders — while 217 added to existing stakes and 222 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $302M. The largest seller was BlackRock Advisors, cutting an estimated $293M.

  • 576 institutional investors held LORILLARD INC COM STK (LO) as of Q1 2014, up from 571 in Q4 2013.
  • Funds reported $18.5B of LORILLARD INC COM STK stock for Q1 2014, up 5.4% quarter-over-quarter.
  • 75 funds opened new LORILLARD INC COM STK positions in Q1 2014 and 62 closed out, a net change of +13 holders.
  • The largest LORILLARD INC COM STK buyer in Q1 2014 was Fidelity Investments, an estimated $302M added.
  • The largest LORILLARD INC COM STK seller in Q1 2014 was BlackRock Advisors, an estimated $293M sold.

Based on aggregated 13F filings for Q1 2014.