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LG Display

96 hedge funds and large institutions have $365M invested in LG Display in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26% more capital invested

Capital invested by funds: $290M → $365M (+$75M)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more funds holding

Funds holding: 9396 (+3)

1.19% more ownership

Funds ownership: 6.3%7.49% (+1.2%)

70% less call options, than puts

Call options by funds: $460K | Put options by funds: $1.53M

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
42
Reduced
19
Closed
21
Calls
$460K
Puts
$1.53M
Net Calls
-$1.07M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$112M -$27K -2,099 -0%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$44.3M -$1.38M -107,310 -3%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$34.8M +$32.9M +2,552,271 New
Morgan Stanley
4
Morgan Stanley
New York
$19.6M +$2.85M +220,866 +18%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.1M +$12.7M +988,631 +1,990%
Millennium Management
6
Millennium Management
New York
$11.6M +$11M +853,202 New
TWI
7
Thomas White International
Illinois
$9.98M +$225K +17,451 +2%
QAM
8
Quentec Asset Management
New York
$9.03M +$1.1M +85,678 +15%
PPA
9
Parametric Portfolio Associates
Washington
$8.53M +$1.97M +153,260 +32%
PIMJS
10
PKO Investment Management Joint-Stock
Poland
$8.37M -$83.7K -6,492 -1%
AG
11
Aperio Group
California
$7.53M +$1.24M +96,435 +21%
Two Sigma Investments
12
Two Sigma Investments
New York
$6.26M +$3.1M +240,625 +110%
Northern Trust
13
Northern Trust
Illinois
$5.01M +$2.81M +217,717 +145%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$4.89M +$413K +32,087 +10%
OAG
15
Orbis Allan Gray
Bermuda
$4.7M -$1.68M -130,455 -27%
SI
16
Sensato Investors
California
$4.65M -$226K -17,500 -5%
BIM
17
Bogle Investment Management
Massachusetts
$4.26M +$1.8M +139,935 +81%
Charles Schwab
18
Charles Schwab
California
$3.77M +$370K +28,700 +12%
State Street
19
State Street
Massachusetts
$3.37M +$490K +38,063 +18%
CCM
20
Causeway Capital Management
California
$3.32M +$207K +16,100 +7%
Macquarie Group
21
Macquarie Group
Australia
$3.2M
Bessemer Group
22
Bessemer Group
New Jersey
$2.92M +$59.6K +4,623 +2%
CS
23
Candriam SCA
Luxembourg
$2.72M +$2.58M +200,000 New
SO
24
STRS Ohio
Ohio
$2.62M
Bank of America
25
Bank of America
North Carolina
$2.4M -$1.39M -107,863 -38%

LPL Hedge Fund Activity: Q1 2017 in Review

96 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in LG Display (LPL) for Q1 2017, worth a combined $365M — up 26% from $290M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LPL positions and 21 closed out — a net gain of 3 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $32.9M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $13.5M sold.

  • 96 institutional investors held LG Display (LPL) as of Q1 2017, up from 93 in Q4 2016.
  • Funds reported $365M of LG Display stock for Q1 2017, up 26% quarter-over-quarter.
  • 24 funds opened new LG Display positions in Q1 2017 and 21 closed out, a net change of +3 holders.
  • The largest LG Display buyer in Q1 2017 was Arrowstreet Capital, an estimated $32.9M added.
  • The largest LG Display seller in Q1 2017 was ClearBridge Investments, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2017.