LPL Financial
LPLA
162 hedge funds and large institutions have $4.12B invested in LPL Financial in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 37 closing their positions.
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
22% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 54
2% less capital invested
Capital invested by funds: $4.18B → $4.12B (-$66.4M)
7% less funds holding
Funds holding: 175 → 162 (-13)
30% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 37
90% less call options, than puts
Call options by funds: $63K | Put options by funds: $612K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SPO Advisory
San Anselmo,
California
|
+$238M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$76M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$60.6M |
| 4 |
SC
Samlyn Capital
New York
|
+$49.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$392M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$113M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$57.3M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$19.7M |
| 5 |
Millennium Management
New York
|
-$14.8M |
LPLA Hedge Fund Activity: Q4 2014 in Review
162 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2014, worth a combined $4.12B — down 1.6% from $4.18B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of LPLA and 26 opened new positions — a net loss of 11 holders — while 54 trimmed existing stakes and 66 added.
The largest buyer was SPO Advisory, opening a new position worth an estimated $238M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $392M sold.
- 162 institutional investors held LPL Financial (LPLA) as of Q4 2014, down from 175 in Q3 2014.
- Funds reported $4.12B of LPL Financial stock for Q4 2014, down 1.6% quarter-over-quarter.
- 26 funds opened new LPL Financial positions in Q4 2014 and 37 closed out, a net change of -11 holders.
- The largest LPL Financial buyer in Q4 2014 was SPO Advisory, an estimated $238M added.
- The largest LPL Financial seller in Q4 2014 was Lone Pine Capital, an estimated $392M sold.
Based on aggregated 13F filings for Q4 2014.