Louisiana-Pacific
234 hedge funds and large institutions have $2.29B invested in Louisiana-Pacific in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 41 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $1.89B → $2.29B (+$398M)
20% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 41
2% more funds holding
Funds holding: 229 → 234 (+5)
1.12% more ownership
Funds ownership: 91.76% → 92.88% (+1.1%)
1% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 77
8% less call options, than puts
Call options by funds: $40.1M | Put options by funds: $43.7M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$46M |
| 2 |
OAMG
Odey Asset Management Group
London,
United Kingdom
|
+$43.4M |
| 3 |
FAM
Fred Alger Management
New York
|
+$28.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.2M |
| 5 |
SIM
Stelliam Investment Management
New York
|
+$22.8M |
Top Sellers
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$56.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$38.6M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$37M |
| 4 |
Renaissance Technologies
New York
|
-$29.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$19.4M |
LPX Hedge Fund Activity: Q3 2013 in Review
234 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Louisiana-Pacific (LPX) for Q3 2013, worth a combined $2.29B — up 21% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new LPX positions and 41 closed out — a net gain of 8 holders — while 78 added to existing stakes and 77 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $46M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $56.4M.
- 234 institutional investors held Louisiana-Pacific (LPX) as of Q3 2013, up from 229 in Q2 2013.
- Funds reported $2.29B of Louisiana-Pacific stock for Q3 2013, up 21% quarter-over-quarter.
- 49 funds opened new Louisiana-Pacific positions in Q3 2013 and 41 closed out, a net change of +8 holders.
- The largest Louisiana-Pacific buyer in Q3 2013 was Fidelity Investments, an estimated $46M added.
- The largest Louisiana-Pacific seller in Q3 2013 was Perella Weinberg Partners Capital Management, an estimated $56.4M sold.
Based on aggregated 13F filings for Q3 2013.