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LG Display

83 hedge funds and large institutions have $287M invested in LG Display in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

5% more funds holding

Funds holding: 7983 (+4)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

4% more capital invested

Capital invested by funds: $277M → $287M (+$9.82M)

0.12% more ownership

Funds ownership: 6.3%6.42% (+0.12%)

83% less call options, than puts

Call options by funds: $17K | Put options by funds: $103K

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
25
Reduced
23
Closed
15
Calls
$17K
Puts
$103K
Net Calls
-$86K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$101M -$1.43M -120,014 -1%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$34.9M +$22.3M +1,880,599 +206%
Macquarie Group
3
Macquarie Group
Australia
$18.8M -$13.5M -1,132,269 -43%
ClearBridge Investments
4
ClearBridge Investments
New York
$16.9M +$82.9K +6,975 +0.5%
RFC
5
Russell Frank Company
Washington
$11.4M -$4.41M -371,130 -29%
AllianceBernstein
6
AllianceBernstein
Tennessee
$11.2M -$9.03M -759,610 -46%
U
7
UBS
Switzerland
$10.8M -$38.2K -3,215 -0.4%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$10.6M +$4.19M +352,260 +71%
BIT
9
BlackRock Institutional Trust
California
$7.62M +$7.07M +595,135 +4,198%
Bank of America
10
Bank of America
North Carolina
$5.13M +$4.85M +407,773 +15,588%
AG
11
Aperio Group
California
$5.11M +$4.86M +408,808 New
JCMLC
12
JAT Capital Management LP (Connecticut)
Connecticut
$4.16M +$3.96M +332,800 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$3.8M +$992K +83,500 +38%
Two Sigma Investments
14
Two Sigma Investments
New York
$3.27M +$1.51M +126,849 +94%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.75M +$2.61M +219,593 New
CS
16
Credit Suisse
Switzerland
$2.74M -$8.44M -710,510 -76%
MAA
17
Managed Account Advisors
New Jersey
$2.66M +$535K +45,018 +27%
SO
18
STRS Ohio
Ohio
$2.4M
Jane Street
19
Jane Street
New York
$1.99M -$115K -9,694 -6%
State Street
20
State Street
Massachusetts
$1.86M -$554K -46,610 -24%
1IC
21
1919 Investment Counsel
Maryland
$1.75M +$194K +16,340 +13%
GH
22
GAM Holding
Switzerland
$1.5M +$1.43M +120,000 New
Invesco
23
Invesco
Georgia
$1.48M -$130K -10,942 -8%
US Bancorp
24
US Bancorp
Minnesota
$1.48M +$1.09M +91,502 +344%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.47M +$1.4M +117,616 New

LPL Hedge Fund Activity: Q1 2014 in Review

83 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in LG Display (LPL) for Q1 2014, worth a combined $287M — up 3.5% from $277M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LPL positions and 15 closed out — a net gain of 6 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $22.3M. The largest seller was Macquarie Group, cutting an estimated $13.5M.

  • 83 institutional investors held LG Display (LPL) as of Q1 2014, up from 79 in Q4 2013.
  • Funds reported $287M of LG Display stock for Q1 2014, up 3.5% quarter-over-quarter.
  • 21 funds opened new LG Display positions in Q1 2014 and 15 closed out, a net change of +6 holders.
  • The largest LG Display buyer in Q1 2014 was Acadian Asset Management, an estimated $22.3M added.
  • The largest LG Display seller in Q1 2014 was Macquarie Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2014.