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LOTZ

CarLotz, Inc. Class A Common Stock

Delisted

LOTZ was delisted on the 8th of December, 2022.

85 hedge funds and large institutions have $111M invested in CarLotz, Inc. Class A Common Stock in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $4.06M

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 9485 (-9)

24% less capital invested

Capital invested by funds: $145M → $111M (-$34.9M)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
85
Holders Change
-9
Holders Change %
-9.57%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
39
Reduced
17
Closed
24
Calls
$12.5M
Puts
$4.06M
Net Calls
+$8.43M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TCG
1
Tremblant Capital Group
Florida
$26.3M +$1.23M +285,069 +4%
BlackRock
2
BlackRock
New York
$18.6M +$5.79M +1,342,527 +38%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.5M +$446K +103,381 +3%
MAM
4
Must Asset Management
South Korea
$13.2M +$841K +194,964 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.01M +$1.41M +325,987 +33%
State Street
6
State Street
Massachusetts
$3.48M +$875K +202,883 +29%
TFCM
7
Taylor Frigon Capital Management
Arizona
$3.26M +$801K +185,836 +28%
Truist Financial
8
Truist Financial
North Carolina
$3.07M
Bank of America
9
Bank of America
North Carolina
$2.76M +$204K +47,280 +7%
Northern Trust
10
Northern Trust
Illinois
$2.48M +$700K +162,319 +33%
RAM
11
Redmond Asset Management
Virginia
$1.5M +$1.69M +392,332 New
Group One Trading
12
Group One Trading
Illinois
$1.35M +$526K +121,913 +53%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.31M +$159K +36,905 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$1.16M +$387K +89,817 +42%
Jane Street
15
Jane Street
New York
$896K -$42.3K -9,809 -4%
Morgan Stanley
16
Morgan Stanley
New York
$868K +$409K +94,859 +71%
N
17
Nuveen
North Carolina
$788K +$301K +69,907 +54%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$776K +$297K +68,842 +51%
RJA
19
Raymond James & Associates
Florida
$691K +$677K +157,014 +648%
Charles Schwab
20
Charles Schwab
California
$669K -$1.04M -241,930 -58%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$592K -$1.2M -278,549 -64%
Swiss National Bank
22
Swiss National Bank
Switzerland
$573K
ACA
23
Anchor Capital Advisors
Massachusetts
$571K -$14.7K -3,410 -2%
Simplex Trading
24
Simplex Trading
Illinois
$539K +$7.4K +1,717 +2%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$361K +$151K +34,911 +58%

LOTZ Hedge Fund Activity: Q3 2021 in Review

85 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in CarLotz, Inc. Class A Common Stock (LOTZ) for Q3 2021, worth a combined $111M — down 24% from $145M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of LOTZ and 15 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 39 added.

The largest buyer was BlackRock, adding an estimated $5.79M. The largest seller was Millennium Management, exiting entirely with an estimated $2.1M sold.

  • 85 institutional investors held CarLotz, Inc. Class A Common Stock (LOTZ) as of Q3 2021, down from 94 in Q2 2021.
  • Funds reported $111M of CarLotz, Inc. Class A Common Stock stock for Q3 2021, down 24% quarter-over-quarter.
  • 15 funds opened new CarLotz, Inc. Class A Common Stock positions in Q3 2021 and 24 closed out, a net change of -9 holders.
  • The largest CarLotz, Inc. Class A Common Stock buyer in Q3 2021 was BlackRock, an estimated $5.79M added.
  • The largest CarLotz, Inc. Class A Common Stock seller in Q3 2021 was Millennium Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2021.