LPL Financial
LPLA
650 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 237 increasing their positions, 211 reducing their positions, and 67 closing their positions.
338% more call options, than puts
Call options by funds: $106M | Put options by funds: $24.1M
51% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 67
34% more capital inflows, than outflows
Capital inflows: $1.7B | Capital outflows: $1.27B
12% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 211
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
5% more funds holding
Funds holding: 620 → 650 (+30)
3.64% more ownership
Funds ownership: 94.04% → 97.69% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$189M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$186M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$124M |
| 4 |
HMI Capital Management
San Francisco,
California
|
+$93.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$92.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$154M |
| 2 |
Millennium Management
New York
|
-$142M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$105M |
| 4 |
Janus Henderson Group
London,
|
-$67.6M |
| 5 |
Lone Pine Capital
Greenwich,
Connecticut
|
-$39.1M |
LPLA Hedge Fund Activity: Q1 2024 in Review
650 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2024, worth a combined $19.2B — up 19% from $16.2B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new LPLA positions and 67 closed out — a net gain of 34 holders — while 237 added to existing stakes and 211 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $189M. The largest seller was Capital Research Global Investors, cutting an estimated $154M.
- 650 institutional investors held LPL Financial (LPLA) as of Q1 2024, up from 620 in Q4 2023.
- Funds reported $19.2B of LPL Financial stock for Q1 2024, up 19% quarter-over-quarter.
- 101 funds opened new LPL Financial positions in Q1 2024 and 67 closed out, a net change of +34 holders.
- The largest LPL Financial buyer in Q1 2024 was Morgan Stanley, an estimated $189M added.
- The largest LPL Financial seller in Q1 2024 was Capital Research Global Investors, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2024.