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Local Bounti
LOCL

Overview Fund Activity

44 hedge funds and large institutions have $93.7M invested in Local Bounti in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+21
Holders Change %
+91.3%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
9
Reduced
5
Closed
5
Calls
$618K
Puts
–
Net Calls
+$618K
Net Calls Change
+$148K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.8M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$5.07M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$5.38M
4
BlackRock
4
BlackRock
New York
$3.05M
5
Nomura Holdings
5
Nomura Holdings
Japan
$1.81M

Top Sellers

1
CH
1
CVI Holdings
Delaware
$94K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
MIM
3
Monashee Investment Management
Massachusetts
$0
4
LP
4
LMR Partners
United Kingdom
$0
5
TCM
5
Traynor Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$126K 1,133 +1,133 New
SSWM
27
Sheets Smith Wealth Management
North Carolina
$115K 1,038 +115 +12%
CH
28
CVI Holdings
Delaware
$94K 849 -35,613 -98%
Barclays
29
Barclays
United Kingdom
$93K 844 +844 New
Creative Planning
30
Creative Planning
Kansas
$85K 769 +769 New
Morgan Stanley
31
Morgan Stanley
New York
$70K 637 +637 New
GRP
32
Global Retirement Partners
California
$62K 935 +935 New
Wells Fargo
33
Wells Fargo
California
$51K 456 +341 +297%
Citigroup
34
Citigroup
New York
$40K 361 +361 New
WAM
35
Wolverine Asset Management
Illinois
$38K 351 +351 New
VanEck Associates
36
VanEck Associates
New York
$24K 214 – –
AF
37
Allworth Financial
California
$21K 192 – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$10K 94 +94 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$7K 62 +62 New
OCM
40
Ovata Capital Management
Hong Kong
$4K 37 +37 New
TWA
41
TCI Wealth Advisors
Arizona
$2K 15 – –
TRCT
42
Tower Research Capital (TRC)
New York
$2K 20 +20 New
Osaic Holdings
43
Osaic Holdings
Arizona
$1K 5 -187 -97%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
– – -38,462 Closed
MIM
45
Monashee Investment Management
Massachusetts
– – -30,769 Closed
LP
46
LMR Partners
United Kingdom
– – -2,571 Closed
TCM
47
Traynor Capital Management
Pennsylvania
– – -923 Closed
PP
48
Paloma Partners
Connecticut
– – -605 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
UBS Group
50
UBS Group
Switzerland
$0 2 +2 New
1
2