Loar Holdings
LOAR
138 hedge funds and large institutions have $5B invested in Loar Holdings in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 19 closing their positions.
4,076% more call options, than puts
Call options by funds: $22.8M | Put options by funds: $545K
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more capital invested
Capital invested by funds: $2.9B → $5B (+$2.11B)
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
18% more funds holding
Funds holding: 117 → 138 (+21)
14.29% more ownership
Funds ownership: 60.5% → 74.79% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
+$768M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$28M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$25.8M |
| 4 |
Goldman Sachs
New York
|
+$25.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$19.9M |
| 2 |
BAMCO Inc
New York
|
-$14.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.68M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
-$7.79M |
| 5 |
Walleye Capital
New York
|
-$6.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
151
Summit Securities Group
New York
| – | -$344K | -6,439 | Closed |
|
|
WG
152
Winton Group
London,
United Kingdom
| – | -$205K | -3,838 | Closed |
|
|
SOW
153
State of Wyoming
Cheyenne,
Wyoming
| – | -$80K | -1,498 | Closed |
|
|
LP
154
Linonia Partnership
New York
| – | -$53.4K | -1,000 | Closed |
|
|
AIM
155
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$25.6K | -480 | Closed |
|
156
Simplex Trading
Chicago,
Illinois
| – | -$8.29K | -125 | Closed |
|
|
CFB
157
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$641 | -12 | Closed |
|
LOAR Hedge Fund Activity: Q3 2024 in Review
138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Loar Holdings (LOAR) for Q3 2024, worth a combined $5B — up 73% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LOAR positions and 19 closed out — a net gain of 22 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was Blackstone Inc, adding an estimated $768M. The largest seller was Citadel Advisors, exiting entirely with an estimated $19.9M sold.
- 138 institutional investors held Loar Holdings (LOAR) as of Q3 2024, up from 117 in Q2 2024.
- Funds reported $5B of Loar Holdings stock for Q3 2024, up 73% quarter-over-quarter.
- 41 funds opened new Loar Holdings positions in Q3 2024 and 19 closed out, a net change of +22 holders.
- The largest Loar Holdings buyer in Q3 2024 was Blackstone Inc, an estimated $768M added.
- The largest Loar Holdings seller in Q3 2024 was Citadel Advisors, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2024.