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LO

LORILLARD INC COM STK
LO

Delisted

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

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: 37 (+4)

13% more funds holding

Funds holding: 506571 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
501
LS Investment Advisors
Michigan
$129K -$14.1K -282 -10%
FNBT
502
FineMark National Bank & Trust
Florida
$129K +$21.4K +429 +20%
SSG
503
Summit Securities Group
New York
$127K +$110K +2,200 +733%
WRM
504
Westport Resources Management
Connecticut
$126K -$49.8K -1,000 -29%
MCM
505
Manchester Capital Management
Vermont
$122K
M&T Bank
506
M&T Bank
New York
$119K +$2.89K +58 +3%
AA
507
AlphaMark Advisors
Kentucky
$114K
CFA
508
Camarda Financial Advisors
Florida
$112K -$31.8K -639 -22%
GLI
509
Guardian Life Insurance
New York
$107K -$122K -2,456 -54%
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K
WEC
511
Winslow Evans & Crocker
Massachusetts
$94K +$92K +1,847 New
DVM
512
Dreman Value Management
Florida
$88K -$48.1K -966 -72%
SFSIG
513
San Francisco Sentry Investment Group
California
$87K +$7.97K +160 +10%
IMS
514
Index Management Solutions
Pennsylvania
$84K -$29.2K -586 -26%
CCS
515
Crosspoint Capital Strategies
California
$84K +$75.7K +1,519 New
SAMC
516
Shinko Asset Management Company
Japan
$83K -$8.22K -165 -9%
BPBT
517
Boston Private Bank & Trust
Massachusetts
$79K +$78K +1,565 New
RNS
518
Robert N. Shapiro
$71K
S
519
SignatureFD
Georgia
$71K +$5.08K +102 +8%
NYLT
520
New York Life Trust
New York
$71K +$69.6K +1,396 New
BBHC
521
Brown Brothers Harriman & Co
New York
$66K +$65.1K +1,307 New
CRM
522
Cramer Rosenthal McGlynn
Connecticut
$64K
LFG
523
LifePlan Financial Group
Ohio
$64K +$62.7K +1,259 New
CFS
524
Community Financial System
New York
$61K
MAS
525
Madden Advisory Services
Florida
$59K -$12.4K -249 -18%

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.