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Local Bounti
LOCL

56 hedge funds and large institutions have $16.9M invested in Local Bounti in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

0.03% more ownership

Funds ownership: 1.54% → 1.57% (+0.03%)

0% more funds holding

Funds holding: 56 → 56 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

42% less capital invested

Capital invested by funds: $28.9M → $16.9M (-$12M)

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
10
Closed
8
Calls
$146K
Puts
–
Net Calls
+$146K
Net Calls Change
-$284K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$334K
2
BP
BBR Partners
New York
+$313K
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$293K
4
BCM
Bridgeway Capital Management
Texas
+$247K
5
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
+$235K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$968K
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$683K
3
N
Nuveen
North Carolina
-$125K
4
IA
IFP Advisors
Florida
-$60K
5
Millennium Management
Millennium Management
New York
-$59K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$22.7K +$5.92K +554 +34%
Bank of America
27
Bank of America
North Carolina
$22.4K -$12.1K -1,135 -34%
SG Americas Securities
28
SG Americas Securities
New York
$22K +$22.4K +2,097 New
PCM
29
Penserra Capital Management
California
$21K +$9.03K +845 +66%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$19.2K -$1.47K -137 -7%
UBS Group
31
UBS Group
Switzerland
$16.7K +$6.98K +653 +68%
TRCT
32
Tower Research Capital (TRC)
New York
$16K +$8.61K +805 +105%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$14K -$2.47K -231 -14%
Goldman Sachs
34
Goldman Sachs
New York
$13.8K +$4.35K +407 +44%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9K – – –
MCA
36
MSH Capital Advisors
Arizona
$12K +$12.3K +1,155 New
SSWM
37
Sheets Smith Wealth Management
North Carolina
$12K -$3.7K -346 -23%
Wells Fargo
38
Wells Fargo
California
$11.1K +$10K +936 +715%
Renaissance Technologies
39
Renaissance Technologies
New York
$11K +$11.6K +1,085 New
GRP
40
Global Retirement Partners
California
$11K +$823 +77 +5%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$9K – – –
BFG
42
Barber Financial Group
Kansas
$8.09K – – –
AB
43
Amalgamated Bank
New York
$8K +$331 +31 +4%
Creative Planning
44
Creative Planning
Kansas
$7.97K – – –
Stifel Financial
45
Stifel Financial
Missouri
$7.97K +$8.22K +769 New
Legal & General Group
46
Legal & General Group
United Kingdom
$6.29K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5K -$3.7K -346 -44%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$4.34K +$128 +12 +3%
VanEck Associates
49
VanEck Associates
New York
$4K +$1.14K +107 +33%
AF
50
Allworth Financial
California
$1.99K – – –
1
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LOCL Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q1 2023, worth a combined $16.9M — down 42% from $28.9M a quarter earlier.

Fund positioning in LOCL was balanced in Q1 2023: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $334K. The largest seller was Fidelity Investments, cutting an estimated $968K.

  • 56 institutional investors held Local Bounti (LOCL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $16.9M of Local Bounti stock for Q1 2023, down 42% quarter-over-quarter.
  • 8 funds opened new Local Bounti positions in Q1 2023 and 8 closed out, a net change of 0 holders.
  • The largest Local Bounti buyer in Q1 2023 was BlackRock, an estimated $334K added.
  • The largest Local Bounti seller in Q1 2023 was Fidelity Investments, an estimated $968K sold.

Based on aggregated 13F filings for Q1 2023.