We are live on ! Find out more
LOCL icon

Local Bounti

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: 5656 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.91M -$968K -90,568 -16%
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$3.73M +$293K +27,374 +8%
BlackRock
3
BlackRock
New York
$2.73M +$334K +31,221 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.53M +$181K +16,977 +13%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$677K +$16.1K +1,508 +2%
MSR
6
Main Street Research
Connecticut
$481K
State Street
7
State Street
Massachusetts
$452K +$716 +67 +0.2%
Northern Trust
8
Northern Trust
Illinois
$395K -$21.1K -1,978 -5%
BP
9
BBR Partners
New York
$304K +$313K +29,293 New
SDWIA
10
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$265K +$235K +21,970 +608%
BCM
11
Bridgeway Capital Management
Texas
$239K +$247K +23,077 New
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$146K +$47.2K +4,416 +46%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$130K -$3.58K -335 -3%
Charles Schwab
14
Charles Schwab
California
$116K -$12.1K -1,133 -9%
Allianz Asset Management
15
Allianz Asset Management
Germany
$55.8K +$57.6K +5,385 New
Morgan Stanley
16
Morgan Stanley
New York
$55.7K +$23K +2,156 +67%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$53K +$3.62K +339 +7%
PA
18
Pinnacle Associates
New York
$48.6K
Group One Trading
19
Group One Trading
Illinois
$40.2K +$41.5K +3,882 New
JP Morgan Chase
20
JP Morgan Chase
New York
$40K +$10.8K +1,007 +36%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$38K +$2.89K +270 +8%
Deutsche Bank
22
Deutsche Bank
Germany
$35K +$9.9K +926 +38%
Barclays
23
Barclays
United Kingdom
$25.7K +$12.2K +1,144 +86%
AIG
24
American International Group
New York
$24.9K +$513 +48 +2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$23K +$13.2K +1,239 +126%

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.