LPL Financial
LPLA
178 hedge funds and large institutions have $4.93B invested in LPL Financial in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 29 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
24% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 29
14% more capital invested
Capital invested by funds: $4.33B → $4.93B (+$600M)
4% more funds holding
Funds holding: 171 → 178 (+7)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
11% less call options, than puts
Call options by funds: $2.73M | Put options by funds: $3.08M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$162M |
| 2 |
SA
SPO Advisory
San Anselmo,
California
|
+$126M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$115M |
| 4 |
Citigroup
New York
|
+$89.1M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$57.8M |
Top Sellers
| 1 |
Nomura Holdings
Tokyo,
Japan
|
-$92.8M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$82.8M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$59M |
| 4 |
PCM
Palestra Capital Management
New York
|
-$49.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$30.9M |
LPLA Hedge Fund Activity: Q2 2015 in Review
178 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2015, worth a combined $4.93B — up 14% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new LPLA positions and 29 closed out — a net gain of 7 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $162M. The largest seller was Nomura Holdings, exiting entirely with an estimated $92.8M sold.
- 178 institutional investors held LPL Financial (LPLA) as of Q2 2015, up from 171 in Q1 2015.
- Funds reported $4.93B of LPL Financial stock for Q2 2015, up 14% quarter-over-quarter.
- 36 funds opened new LPL Financial positions in Q2 2015 and 29 closed out, a net change of +7 holders.
- The largest LPL Financial buyer in Q2 2015 was Morgan Stanley, an estimated $162M added.
- The largest LPL Financial seller in Q2 2015 was Nomura Holdings, an estimated $92.8M sold.
Based on aggregated 13F filings for Q2 2015.