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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
ACM
1
Abrams Capital Management
Massachusetts
$2.77B -$82.5M -1,006,461 -3%
Blackstone Inc
2
Blackstone Inc
New York
$922M -$27.5M -335,487 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$201M +$127M +1,550,581 +132%
BlackRock
4
BlackRock
New York
$100M +$58.2M +710,475 +111%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$84.4M +$4.12M +50,287 +5%
TCM
6
TimesSquare Capital Management
New York
$78.8M +$53.8M +656,016 +160%
Federated Hermes
7
Federated Hermes
Pennsylvania
$73.8M +$18.7M +228,477 +30%
Morgan Stanley
8
Morgan Stanley
New York
$63.7M +$57.2M +697,315 +422%
Invesco
9
Invesco
Georgia
$62.9M +$17M +207,255 +32%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$59.9M -$16.3M -199,055 -20%
State Street
11
State Street
Massachusetts
$54.2M +$25.9M +316,221 +76%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$48M +$26.6M +324,700 +100%
Capital World Investors
13
Capital World Investors
California
$44.3M
AllianceBernstein
14
AllianceBernstein
Tennessee
$43.4M -$26.8K -327 -0.1%
FAM
15
Fred Alger Management
New York
$41M +$28.3M +345,036 +164%
GGHC
16
Gilder Gagnon Howe & Co
New York
$40.6M -$766K -9,342 -2%
WA
17
Wasatch Advisors
Utah
$40.3M +$44.7M +545,889 New
Capital International Investors
18
Capital International Investors
California
$37.1M +$113K +1,384 +0.3%
OMG
19
One Madison Group
New York
$36.2M +$40.2M +490,000 New
Goldman Sachs
20
Goldman Sachs
New York
$36.1M +$8.37M +102,070 +26%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$35.6M -$1.8M -21,925 -4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$35.5M -$458K -5,591 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$31.6M +$11.8M +144,016 +51%
Norges Bank
24
Norges Bank
Norway
$30.3M +$32.7M +398,316 +3,319%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$27.2M -$2.65M -32,338 -8%

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.