LPL Financial
LPLA
180 hedge funds and large institutions have $4.56B invested in LPL Financial in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 40 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 61
5% more call options, than puts
Call options by funds: $1.63M | Put options by funds: $1.55M
5% less capital invested
Capital invested by funds: $4.78B → $4.56B (-$221M)
11% less funds holding
Funds holding: 202 → 180 (-22)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
55% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$62M |
| 2 |
FP
FPR Partners
San Francisco,
California
|
+$62M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$56.5M |
| 4 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$43.9M |
| 5 |
PCM
Palestra Capital Management
New York
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$235M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.2M |
| 3 |
Millennium Management
New York
|
-$27M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$23.4M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$21.6M |
LPLA Hedge Fund Activity: Q2 2014 in Review
180 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2014, worth a combined $4.56B — down 4.6% from $4.78B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of LPLA and 18 opened new positions — a net loss of 22 holders — while 61 trimmed existing stakes and 76 added.
The largest buyer was American Century Companies, opening a new position worth an estimated $62M. The largest seller was Wellington Management Group, cutting an estimated $235M.
- 180 institutional investors held LPL Financial (LPLA) as of Q2 2014, down from 202 in Q1 2014.
- Funds reported $4.56B of LPL Financial stock for Q2 2014, down 4.6% quarter-over-quarter.
- 18 funds opened new LPL Financial positions in Q2 2014 and 40 closed out, a net change of -22 holders.
- The largest LPL Financial buyer in Q2 2014 was American Century Companies, an estimated $62M added.
- The largest LPL Financial seller in Q2 2014 was Wellington Management Group, an estimated $235M sold.
Based on aggregated 13F filings for Q2 2014.