LPL Financial
LPLA
171 hedge funds and large institutions have $4.33B invested in LPL Financial in 2015 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 21 closing their positions.
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
34% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 50
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6% more funds holding
Funds holding: 162 → 171 (+9)
5% more capital invested
Capital invested by funds: $4.12B → $4.33B (+$212M)
6% more call options, than puts
Call options by funds: $224K | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$92.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$76.3M |
| 3 |
FP
FPR Partners
San Francisco,
California
|
+$61.5M |
| 4 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$59.4M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$60.3M |
| 2 |
SC
Samlyn Capital
New York
|
-$51.7M |
| 3 |
SC
Salzman & Co
Pittsford,
New York
|
-$25.1M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$23.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.5M |
LPLA Hedge Fund Activity: Q1 2015 in Review
171 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2015, worth a combined $4.33B — up 5.2% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LPLA positions and 21 closed out — a net gain of 10 holders — while 67 added to existing stakes and 50 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $92.1M. The largest seller was Citadel Advisors, cutting an estimated $60.3M.
- 171 institutional investors held LPL Financial (LPLA) as of Q1 2015, up from 162 in Q4 2014.
- Funds reported $4.33B of LPL Financial stock for Q1 2015, up 5.2% quarter-over-quarter.
- 31 funds opened new LPL Financial positions in Q1 2015 and 21 closed out, a net change of +10 holders.
- The largest LPL Financial buyer in Q1 2015 was Nomura Holdings, an estimated $92.1M added.
- The largest LPL Financial seller in Q1 2015 was Citadel Advisors, an estimated $60.3M sold.
Based on aggregated 13F filings for Q1 2015.