LPL Financial
LPLA
481 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 176 increasing their positions, 158 reducing their positions, and 42 closing their positions.
117% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 42
94% more call options, than puts
Call options by funds: $66.3M | Put options by funds: $34.1M
43% more funds holding in top 10
Funds holding in top 10: 14 → 20 (+6)
16% more capital invested
Capital invested by funds: $12.3B → $14.3B (+$2B)
11% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 158
11% more funds holding
Funds holding: 434 → 481 (+47)
1.97% more ownership
Funds ownership: 95.83% → 97.8% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$145M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$139M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$112M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$57.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$57.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$113M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$90.3M |
| 3 |
Millennium Management
New York
|
-$79.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$59.3M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$55.5M |
LPLA Hedge Fund Activity: Q1 2022 in Review
481 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2022, worth a combined $14.3B — up 16% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new LPLA positions and 42 closed out — a net gain of 49 holders — while 176 added to existing stakes and 158 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $145M. The largest seller was Bank of New York Mellon, cutting an estimated $113M.
- 481 institutional investors held LPL Financial (LPLA) as of Q1 2022, up from 434 in Q4 2021.
- Funds reported $14.3B of LPL Financial stock for Q1 2022, up 16% quarter-over-quarter.
- 91 funds opened new LPL Financial positions in Q1 2022 and 42 closed out, a net change of +49 holders.
- The largest LPL Financial buyer in Q1 2022 was AllianceBernstein, an estimated $145M added.
- The largest LPL Financial seller in Q1 2022 was Bank of New York Mellon, an estimated $113M sold.
Based on aggregated 13F filings for Q1 2022.