LPL Financial
LPLA
293 hedge funds and large institutions have $5.5B invested in LPL Financial in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 116 reducing their positions, and 32 closing their positions.
79% more call options, than puts
Call options by funds: $26.7M | Put options by funds: $14.9M
25% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 32
7% more capital invested
Capital invested by funds: $5.13B → $5.5B (+$373M)
1% more funds holding
Funds holding: 290 → 293 (+3)
0.95% more ownership
Funds ownership: 93.33% → 94.28% (+0.95%)
5% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 116
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$148M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$50.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36.3M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$33M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SPO Advisory
San Anselmo,
California
|
-$276M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$49.5M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$48M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$40.7M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$26.3M |
LPLA Hedge Fund Activity: Q2 2018 in Review
293 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2018, worth a combined $5.5B — up 7.3% from $5.13B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LPLA positions and 32 closed out — a net gain of 8 holders — while 110 added to existing stakes and 116 trimmed.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $148M. The largest seller was SPO Advisory, cutting an estimated $276M.
- 293 institutional investors held LPL Financial (LPLA) as of Q2 2018, up from 290 in Q1 2018.
- Funds reported $5.5B of LPL Financial stock for Q2 2018, up 7.3% quarter-over-quarter.
- 40 funds opened new LPL Financial positions in Q2 2018 and 32 closed out, a net change of +8 holders.
- The largest LPL Financial buyer in Q2 2018 was Southpoint Capital Advisors, an estimated $148M added.
- The largest LPL Financial seller in Q2 2018 was SPO Advisory, an estimated $276M sold.
Based on aggregated 13F filings for Q2 2018.