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Local Bounti
LOCL

18 hedge funds and large institutions have $2.66M invested in Local Bounti in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.44M → $2.66M (+$218K)

1.08% more ownership

Funds ownership: 10.15% → 11.23% (+1.1%)

10% less funds holding

Funds holding: 20 → 18 (-2)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
5
Closed
2
Calls
$56K
Puts
–
Net Calls
+$56K
Net Calls Change
+$56K

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$601K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.8K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$255

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$211K
2
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$80.3K
3
TRCT
Tower Research Capital (TRC)
New York
-$1.71K
4
VanEck Associates
VanEck Associates
New York
-$1K
5
CAL
Capital Advisors Ltd
Ohio
-$213
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$1.2M +$601K +214,234 +100%
Vanguard Group
2
Vanguard Group
Pennsylvania
$521K – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332K – – –
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$147K -$211K -75,057 -59%
MSR
5
Main Street Research
Connecticut
$129K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$108K +$10.8K +3,854 +11%
BP
7
BBR Partners
New York
$81.7K – – –
BlackRock
8
BlackRock
New York
$76.8K – – –
BCM
9
Bridgeway Capital Management
Texas
$46.1K – – –
GRP
10
Global Retirement Partners
California
$9.85K – – –
Morgan Stanley
11
Morgan Stanley
New York
$6.94K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$5.02K -$1.71K -609 -25%
AF
13
Allworth Financial
California
$586 – – –
Wells Fargo
14
Wells Fargo
California
$321 -$93 -33 -22%
Bank of America
15
Bank of America
North Carolina
$95 -$177 -63 -65%
JP Morgan Chase
16
JP Morgan Chase
New York
$56 – – –
SDWIA
17
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$80.3K -27,588 Closed
VanEck Associates
18
VanEck Associates
New York
– -$1K -427 Closed
CAL
19
Capital Advisors Ltd
Ohio
– -$213 -76 -83%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
– +$255 +91 +396%

LOCL Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q2 2024, worth a combined $2.66M — up 8.9% from $2.44M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of LOCL and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Cresset Asset Management, adding an estimated $601K. The largest seller was BNP Paribas Asset Management, cutting an estimated $211K.

  • 18 institutional investors held Local Bounti (LOCL) as of Q2 2024, down from 20 in Q1 2024.
  • Funds reported $2.66M of Local Bounti stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 0 funds opened new Local Bounti positions in Q2 2024 and 2 closed out, a net change of -2 holders.
  • The largest Local Bounti buyer in Q2 2024 was Cresset Asset Management, an estimated $601K added.
  • The largest Local Bounti seller in Q2 2024 was BNP Paribas Asset Management, an estimated $211K sold.

Based on aggregated 13F filings for Q2 2024.