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Loop Industries

24 hedge funds and large institutions have $11.6M invested in Loop Industries in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $9.28M → $11.6M (+$2.32M)

20% more funds holding

Funds holding: 2024 (+4)

1.69% more ownership

Funds ownership: 2.73%4.41% (+1.7%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$6.47M +$3.15M +369,570 +80%
KPW
2
Kore Private Wealth
New York
$1.22M +$1.34M +157,207 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$934K +$203K +23,810 +25%
SC
4
Scotia Capital
Ontario, Canada
$568K +$389K +45,700 +167%
Millennium Management
5
Millennium Management
New York
$416K -$922K -108,322 -67%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$346K +$380K +44,597 New
Charles Schwab
7
Charles Schwab
California
$315K +$58.8K +6,906 +21%
ACI
8
Alpha Cubed Investments
California
$230K
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$196K -$219K -25,700 -50%
BPWA
10
Beacon Pointe Wealth Advisors
California
$194K +$213K +25,000 New
BlackRock
11
BlackRock
New York
$185K +$9.93K +1,166 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$105K +$115K +13,465 New
Northern Trust
13
Northern Trust
Illinois
$105K +$115K +13,504 New
OAM
14
Oxford Asset Management
United Kingdom
$91K +$99.7K +11,706 New
HFS
15
HL Financial Services
Kentucky
$78K
PMFA
16
Plante Moran Financial Advisors
Michigan
$68K
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K +$25.5K +3,000 +200%
Morgan Stanley
18
Morgan Stanley
New York
$20K +$4.26K +500 +24%
Wells Fargo
19
Wells Fargo
California
$8K -$99.5K -11,689 -92%
TCOV
20
Trust Company of Vermont
Vermont
$8K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3K +$2.56K +300 +300%
AG
22
Advisor Group
Arizona
$1K
Bank of America
23
Bank of America
North Carolina
-$15.1K -1,770 -99%
Deutsche Bank
24
Deutsche Bank
Germany
-$11K -1,128 Closed
Barclays
25
Barclays
United Kingdom
-$3K -319 Closed

LOOP Hedge Fund Activity: Q4 2018 in Review

24 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Loop Industries (LOOP) for Q4 2018, worth a combined $11.6M — up 25% from $9.28M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LOOP positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.15M. The largest seller was Millennium Management, cutting an estimated $922K.

  • 24 institutional investors held Loop Industries (LOOP) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $11.6M of Loop Industries stock for Q4 2018, up 25% quarter-over-quarter.
  • 6 funds opened new Loop Industries positions in Q4 2018 and 2 closed out, a net change of +4 holders.
  • The largest Loop Industries buyer in Q4 2018 was Creative Planning, an estimated $3.15M added.
  • The largest Loop Industries seller in Q4 2018 was Millennium Management, an estimated $922K sold.

Based on aggregated 13F filings for Q4 2018.