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Local Bounti

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.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

91% more funds holding

Funds holding: 2344 (+21)

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

71% more capital invested

Capital invested by funds: $54.9M → $93.7M (+$38.8M)

0.14% more ownership

Funds ownership: 0.76%0.9% (+0.14%)

Holders
44
Holders Change
+21
Holders Change %
+91.3%
% of All Funds
0.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$126K +$85.7K +1,133 New
SSWM
27
Sheets Smith Wealth Management
North Carolina
$115K +$8.7K +115 +12%
CH
28
CVI Holdings
Delaware
$94K -$2.69M -35,613 -98%
Barclays
29
Barclays
United Kingdom
$93K +$63.9K +844 New
Creative Planning
30
Creative Planning
Kansas
$85K +$58.2K +769 New
Morgan Stanley
31
Morgan Stanley
New York
$70K +$48.2K +637 New
GRP
32
Global Retirement Partners
California
$62K +$70.7K +935 New
Wells Fargo
33
Wells Fargo
California
$51K +$25.8K +341 +297%
Citigroup
34
Citigroup
New York
$40K +$27.3K +361 New
WAM
35
Wolverine Asset Management
Illinois
$38K +$26.6K +351 New
VanEck Associates
36
VanEck Associates
New York
$24K
AF
37
Allworth Financial
California
$21K
JP Morgan Chase
38
JP Morgan Chase
New York
$10K +$7.11K +94 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$7K +$4.69K +62 New
OCM
40
Ovata Capital Management
Hong Kong
$4K +$2.8K +37 New
TWA
41
TCI Wealth Advisors
Arizona
$2K
TRCT
42
Tower Research Capital (TRC)
New York
$2K +$1.51K +20 New
Osaic Holdings
43
Osaic Holdings
Arizona
$1K -$14.1K -187 -97%
Alyeska Investment Group
44
Alyeska Investment Group
Illinois
-$3.23M -38,462 Closed
MIM
45
Monashee Investment Management
Massachusetts
-$2.58M -30,769 Closed
LP
46
LMR Partners
United Kingdom
-$216K -2,571 Closed
TCM
47
Traynor Capital Management
Pennsylvania
-$77K -923 Closed
PP
48
Paloma Partners
Connecticut
-$45.8K -605 Closed
UBS Group
49
UBS Group
Switzerland
+$151 +2 New

LOCL Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q1 2022, worth a combined $93.7M — up 71% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LOCL positions and 5 closed out — a net gain of 21 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.75M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $3.23M sold.

  • 44 institutional investors held Local Bounti (LOCL) as of Q1 2022, up from 23 in Q4 2021.
  • Funds reported $93.7M of Local Bounti stock for Q1 2022, up 71% quarter-over-quarter.
  • 26 funds opened new Local Bounti positions in Q1 2022 and 5 closed out, a net change of +21 holders.
  • The largest Local Bounti buyer in Q1 2022 was Vanguard Group, an estimated $3.75M added.
  • The largest Local Bounti seller in Q1 2022 was Alyeska Investment Group, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2022.