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Local Bounti
LOCL

18 hedge funds and large institutions have $2.46M invested in Local Bounti in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% more ownership

Funds ownership: 11.23% → 11.39% (+0.15%)

0% more funds holding

Funds holding: 18 → 18 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

8% less capital invested

Capital invested by funds: $2.66M → $2.46M (-$201K)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
+$130K
2
UBS Group
UBS Group
Switzerland
+$2.21K
3
Bank of America
Bank of America
North Carolina
+$119
4
JP Morgan Chase
JP Morgan Chase
New York
+$3

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$47.3K
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.94K
3
GRP
Global Retirement Partners
California
-$1.33K
4
TRCT
Tower Research Capital (TRC)
New York
-$74
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$1.07M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$467K – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$297K – – –
SDWIA
4
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$122K +$130K +48,825 New
MSR
5
Main Street Research
Connecticut
$116K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$94.3K -$2.94K -1,108 -3%
BNP Paribas Asset Management
7
BNP Paribas Asset Management
France
$87K -$47.3K -17,803 -34%
BP
8
BBR Partners
New York
$73.2K – – –
BlackRock
9
BlackRock
New York
$68.8K – – –
BCM
10
Bridgeway Capital Management
Texas
$41.3K – – –
GRP
11
Global Retirement Partners
California
$7.57K -$1.33K -501 -14%
Morgan Stanley
12
Morgan Stanley
New York
$6.22K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$4.43K -$74 -28 -2%
UBS Group
14
UBS Group
Switzerland
$2.08K +$2.21K +831 New
AF
15
Allworth Financial
California
$480 – – –
Wells Fargo
16
Wells Fargo
California
$288 – – –
Bank of America
17
Bank of America
North Carolina
$197 +$119 +45 +132%
JP Morgan Chase
18
JP Morgan Chase
New York
$53 +$3 +1 +5%

LOCL Hedge Fund Activity: Q3 2024 in Review

18 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q3 2024, worth a combined $2.46M — down 7.6% from $2.66M a quarter earlier.

Fund positioning in LOCL was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 4 trimmed.

The largest buyer was Schwarz Dygos Wheeler Investment Advisors, opening a new position worth an estimated $130K. The largest seller was BNP Paribas Asset Management, cutting an estimated $47.3K.

  • 18 institutional investors held Local Bounti (LOCL) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $2.46M of Local Bounti stock for Q3 2024, down 7.6% quarter-over-quarter.
  • 2 funds opened new Local Bounti positions in Q3 2024 and 2 closed out, a net change of 0 holders.
  • The largest Local Bounti buyer in Q3 2024 was Schwarz Dygos Wheeler Investment Advisors, an estimated $130K added.
  • The largest Local Bounti seller in Q3 2024 was BNP Paribas Asset Management, an estimated $47.3K sold.

Based on aggregated 13F filings for Q3 2024.