LPL Financial
LPLA
320 hedge funds and large institutions have $5.51B invested in LPL Financial in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 105 reducing their positions, and 24 closing their positions.
1,129% more call options, than puts
Call options by funds: $94.4M | Put options by funds: $7.68M
200% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 24
16% more funds holding
Funds holding: 275 → 320 (+45)
14% more capital invested
Capital invested by funds: $4.83B → $5.51B (+$679M)
13% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 105
2.53% more ownership
Funds ownership: 91.39% → 93.91% (+2.5%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$80.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$48.1M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$42.4M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$109M |
| 2 |
FCIM
Fairview Capital Investment Management
Greenbrae,
California
|
-$62.2M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$47.5M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$37.4M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$36.3M |
LPLA Hedge Fund Activity: Q1 2019 in Review
320 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2019, worth a combined $5.51B — up 14% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new LPLA positions and 24 closed out — a net gain of 48 holders — while 119 added to existing stakes and 105 trimmed.
The largest buyer was AJO LP, adding an estimated $80.3M. The largest seller was Balyasny Asset Management, cutting an estimated $109M.
- 320 institutional investors held LPL Financial (LPLA) as of Q1 2019, up from 275 in Q4 2018.
- Funds reported $5.51B of LPL Financial stock for Q1 2019, up 14% quarter-over-quarter.
- 72 funds opened new LPL Financial positions in Q1 2019 and 24 closed out, a net change of +48 holders.
- The largest LPL Financial buyer in Q1 2019 was AJO LP, an estimated $80.3M added.
- The largest LPL Financial seller in Q1 2019 was Balyasny Asset Management, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2019.