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Loar Holdings

182 hedge funds and large institutions have $5.5B invested in Loar Holdings in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,619% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $1.62M

300% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 15

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more funds holding

Funds holding: 138182 (+44)

10% more capital invested

Capital invested by funds: $5B → $5.5B (+$493M)

4.63% more ownership

Funds ownership: 74.79%79.42% (+4.6%)

Holders
182
Holders Change
+44
Holders Change %
+31.88%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
60
Increased
68
Reduced
38
Closed
15
Calls
$27.8M
Puts
$1.62M
Net Calls
+$26.2M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$25.9K +$4.02K +49 +16%
HI
152
Harbour Investments
Wisconsin
$22.2K
PA
153
Parallel Advisors
California
$20.9K +$18.1K +221 +356%
RF
154
Roxbury Financial
New Jersey
$18.4K +$16.4K +200 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$15K +$656 +8 +4%
C
156
Covestor
United Kingdom
$14K
Comerica Bank
157
Comerica Bank
Texas
$11.5K +$8.03K +98 +169%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$10K +$11.2K +137 New
MA
159
MCF Advisors
Kentucky
$9.24K
GI
160
GAMMA Investing
California
$9.02K +$1.89K +23 +23%
GRP
161
Global Retirement Partners
California
$5.91K +$4.18K +51 +176%
PTC
162
Private Trust Company
Ohio
$5.91K +$6.56K +80 New
VWM
163
Venturi Wealth Management
Texas
$4.43K
BBHC
164
Brown Brothers Harriman & Co
New York
$4.14K
WTA
165
Washington Trust Advisors
Massachusetts
$4.14K
LC
166
Lindbrook Capital
California
$2.96K
QL
167
Quarry LP
New York
$2.66K +$2.95K +36 New
S
168
SignatureFD
Georgia
$2.44K
AssetMark Inc
169
AssetMark Inc
California
$2.14K +$2.38K +29 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$1.85K +$492 +6 +32%
MCI
171
MRP Capital Investments
Georgia
$1.85K +$2.05K +25 New
BAM
172
Bellevue Asset Management
Washington
$1.55K +$1.72K +21 New
SPIA
173
Steward Partners Investment Advisory
New York
$1.48K +$1.64K +20 New
TPCW
174
TD Private Client Wealth
New York
$1.18K +$1.31K +16 New
CIAM
175
Caitong International Asset Management
Hong Kong
$1.11K +$1.23K +15 New

LOAR Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Loar Holdings (LOAR) for Q4 2024, worth a combined $5.5B — up 9.8% from $5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LOAR positions and 15 closed out — a net gain of 45 holders — while 68 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $127M. The largest seller was Abrams Capital Management, cutting an estimated $82.5M.

  • 182 institutional investors held Loar Holdings (LOAR) as of Q4 2024, up from 138 in Q3 2024.
  • Funds reported $5.5B of Loar Holdings stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 60 funds opened new Loar Holdings positions in Q4 2024 and 15 closed out, a net change of +45 holders.
  • The largest Loar Holdings buyer in Q4 2024 was Vanguard Group, an estimated $127M added.
  • The largest Loar Holdings seller in Q4 2024 was Abrams Capital Management, an estimated $82.5M sold.

Based on aggregated 13F filings for Q4 2024.