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Lotus Technology

24 hedge funds and large institutions have $18.8M invested in Lotus Technology in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

167% more funds holding

Funds holding: 924 (+15)

0.07% more ownership

Funds ownership: 0.78%0.85% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

19% less capital invested

Capital invested by funds: $23.2M → $18.8M (-$4.39M)

Holders
24
Holders Change
+15
Holders Change %
+166.67%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
2
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
HSG Holding
Hong Kong
$15.5M -$1.24M -293,993 -6%
Mariner
2
Mariner
Kansas
$1.43M +$1.67M +394,963 New
TI
3
Tidal Investments
Wisconsin
$401K +$131K +30,933 +39%
TC
4
TownSquare Capital
Utah
$236K +$276K +65,296 New
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$181K
BCI
6
Brinker Capital Investments
Pennsylvania
$165K +$193K +45,594 New
OPS
7
Orion Portfolio Solutions
Nebraska
$165K +$193K +45,594 New
SC
8
Savant Capital
Illinois
$109K +$128K +30,302 New
DWM
9
Drive Wealth Management
Utah
$89.4K +$105K +24,768 New
UBS Group
10
UBS Group
Switzerland
$87.4K +$103K +24,213 New
Marshall Wace
11
Marshall Wace
United Kingdom
$63.3K +$73.7K +17,400 New
MWM
12
Momentous Wealth Management
Washington
$55.2K +$64.7K +15,281 New
BBW
13
Blue Barn Wealth
Utah
$52.9K +$62K +14,640 New
BFG
14
Bleakley Financial Group
New Jersey
$48.3K +$56.6K +13,376 New
MFG
15
Merit Financial Group
Georgia
$46.1K +$54K +12,760 New
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$42.7K
State Street
17
State Street
Massachusetts
$40K -$2.27K -536 -5%
Jane Street
18
Jane Street
New York
$37.3K +$43.8K +10,337 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$36.6K
Bank of America
20
Bank of America
North Carolina
$27.3K +$20.5K +4,848 +179%
Osaic Holdings
21
Osaic Holdings
Arizona
$20.1K +$23.5K +5,556 New
Morgan Stanley
22
Morgan Stanley
New York
$17.7K +$20.7K +4,893 New
SS
23
SBI Securities
Japan
$4.06K +$4.76K +1,125 New
IA
24
IFP Advisors
Florida
$1.04K +$1.22K +287 New
VF
25
Virtu Financial
New York
-$82K -16,099 Closed

LOT Hedge Fund Activity: Q4 2024 in Review

24 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Lotus Technology (LOT) for Q4 2024, worth a combined $18.8M — down 19% from $23.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new LOT positions and 2 closed out — a net gain of 15 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $1.67M. The largest seller was HSG Holding, cutting an estimated $1.24M.

  • 24 institutional investors held Lotus Technology (LOT) as of Q4 2024, up from 9 in Q3 2024.
  • Funds reported $18.8M of Lotus Technology stock for Q4 2024, down 19% quarter-over-quarter.
  • 17 funds opened new Lotus Technology positions in Q4 2024 and 2 closed out, a net change of +15 holders.
  • The largest Lotus Technology buyer in Q4 2024 was Mariner, an estimated $1.67M added.
  • The largest Lotus Technology seller in Q4 2024 was HSG Holding, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.