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LG Display

93 hedge funds and large institutions have $290M invested in LG Display in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $2.18M

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 7.03%6.3% (-0.73%)

9% less capital invested

Capital invested by funds: $320M → $290M (-$30.3M)

16% less funds holding

Funds holding: 11193 (-18)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
93
Holders Change
-18
Holders Change %
-16.22%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
32
Reduced
31
Closed
26
Calls
$5.85M
Puts
$2.18M
Net Calls
+$3.67M
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$106M +$277K +22,161 +0.3%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$43.2M +$3.8M +303,284 +10%
Morgan Stanley
3
Morgan Stanley
New York
$15.7M +$3.47M +277,115 +29%
ClearBridge Investments
4
ClearBridge Investments
New York
$13.5M +$230K +18,394 +2%
TWI
5
Thomas White International
Illinois
$9.19M +$3.66M +291,989 +69%
PIMJS
6
PKO Investment Management Joint-Stock
Poland
$7.98M -$586K -46,791 -7%
QAM
7
Quentec Asset Management
New York
$7.42M +$3.24M +258,479 +81%
OAG
8
Orbis Allan Gray
Bermuda
$6.11M
PPA
9
Parametric Portfolio Associates
Washington
$6.08M +$2.03M +162,480 +52%
AG
10
Aperio Group
California
$5.86M -$1.68M -134,364 -23%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$4.74M -$880K -70,300 -16%
SI
12
Sensato Investors
California
$4.61M +$383K +30,600 +9%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$4.25M +$4.1M +327,262 New
Bank of America
14
Bank of America
North Carolina
$3.65M +$504K +40,276 +17%
Charles Schwab
15
Charles Schwab
California
$3.18M +$284K +22,700 +10%
Macquarie Group
16
Macquarie Group
Australia
$3.02M +$580K +46,312 +25%
CCM
17
Causeway Capital Management
California
$2.93M +$240K +19,200 +9%
Walleye Trading
18
Walleye Trading
New York
$2.93M +$822K +65,623 +40%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.81M +$2.42M +193,659 +767%
State Street
20
State Street
Massachusetts
$2.69M -$220K -17,557 -8%
Bessemer Group
21
Bessemer Group
New Jersey
$2.69M +$550K +43,895 +26%
SO
22
STRS Ohio
Ohio
$2.47M
BIM
23
Bogle Investment Management
Massachusetts
$2.22M +$510K +40,691 +31%
Stifel Financial
24
Stifel Financial
Missouri
$1.99M -$9.86K -787 -0.5%
Northern Trust
25
Northern Trust
Illinois
$1.93M -$29.8K -2,379 -2%

LPL Hedge Fund Activity: Q4 2016 in Review

93 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LG Display (LPL) for Q4 2016, worth a combined $290M — down 9.5% from $320M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LPL and 12 opened new positions — a net loss of 14 holders — while 31 trimmed existing stakes and 32 added.

The largest buyer was Acadian Asset Management, adding an estimated $3.8M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.3M sold.

  • 93 institutional investors held LG Display (LPL) as of Q4 2016, down from 111 in Q3 2016.
  • Funds reported $290M of LG Display stock for Q4 2016, down 9.5% quarter-over-quarter.
  • 12 funds opened new LG Display positions in Q4 2016 and 26 closed out, a net change of -14 holders.
  • The largest LG Display buyer in Q4 2016 was Acadian Asset Management, an estimated $3.8M added.
  • The largest LG Display seller in Q4 2016 was Arrowstreet Capital, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2016.