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Local Bounti

20 hedge funds and large institutions have $2.44M invested in Local Bounti in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $1.89M → $2.44M (+$548K)

0.92% less ownership

Funds ownership: 11.07%10.15% (-0.92%)

5% less funds holding

Funds holding: 2120 (-1)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$623K -$2 -1 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$543K
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$372K -$168K -70,565 -36%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346K -$7.34K -3,090 -3%
MSR
5
Main Street Research
Connecticut
$135K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$102K
BP
7
BBR Partners
New York
$85.2K
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$80.3K
BlackRock
9
BlackRock
New York
$80.1K
BCM
10
Bridgeway Capital Management
Texas
$48.1K
GRP
11
Global Retirement Partners
California
$10.3K +$1.54K +650 +23%
Morgan Stanley
12
Morgan Stanley
New York
$7.24K -$6.89K -2,902 -54%
TRCT
13
Tower Research Capital (TRC)
New York
$7.01K +$3.73K +1,571 +188%
VanEck Associates
14
VanEck Associates
New York
$1K
AF
15
Allworth Financial
California
$559
Wells Fargo
16
Wells Fargo
California
$431 +$2 +1 +0.7%
Bank of America
17
Bank of America
North Carolina
$282 -$7 -3 -3%
JP Morgan Chase
18
JP Morgan Chase
New York
$58 +$5 +2 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$2.91K -1,224 -98%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
-$971 -469 Closed
GAMC
21
Garner Asset Management Corp
Texas
-$34 -15 Closed
CAL
22
Capital Advisors Ltd
Ohio
+$218 +92 New

LOCL Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q1 2024, worth a combined $2.44M — up 29% from $1.89M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of LOCL and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $3.73K. The largest seller was BNP Paribas Asset Management, cutting an estimated $168K.

  • 20 institutional investors held Local Bounti (LOCL) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $2.44M of Local Bounti stock for Q1 2024, up 29% quarter-over-quarter.
  • 1 fund opened new Local Bounti positions in Q1 2024 and 2 closed out, a net change of -1 holder.
  • The largest Local Bounti buyer in Q1 2024 was Tower Research Capital (TRC), an estimated $3.73K added.
  • The largest Local Bounti seller in Q1 2024 was BNP Paribas Asset Management, an estimated $168K sold.

Based on aggregated 13F filings for Q1 2024.