Louisiana-Pacific
322 hedge funds and large institutions have $3.72B invested in Louisiana-Pacific in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 126 reducing their positions, and 34 closing their positions.
678% more call options, than puts
Call options by funds: $59.3M | Put options by funds: $7.63M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
62% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 34
22% more capital invested
Capital invested by funds: $3.04B → $3.72B (+$681M)
6% more funds holding
Funds holding: 305 → 322 (+17)
0.14% less ownership
Funds ownership: 91.77% → 91.63% (-0.14%)
17% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
+$63.6M |
| 2 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$59.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$29.8M |
| 4 |
Morgan Stanley
New York
|
+$25.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$76.5M |
| 2 |
Millennium Management
New York
|
-$74.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$64.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$45M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$31.3M |
LPX Hedge Fund Activity: Q4 2020 in Review
322 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Louisiana-Pacific (LPX) for Q4 2020, worth a combined $3.72B — up 22% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new LPX positions and 34 closed out — a net gain of 21 holders — while 104 added to existing stakes and 126 trimmed.
The largest buyer was Marshall Wace North America, adding an estimated $63.6M. The largest seller was Adage Capital Partners, cutting an estimated $76.5M.
- 322 institutional investors held Louisiana-Pacific (LPX) as of Q4 2020, up from 305 in Q3 2020.
- Funds reported $3.72B of Louisiana-Pacific stock for Q4 2020, up 22% quarter-over-quarter.
- 55 funds opened new Louisiana-Pacific positions in Q4 2020 and 34 closed out, a net change of +21 holders.
- The largest Louisiana-Pacific buyer in Q4 2020 was Marshall Wace North America, an estimated $63.6M added.
- The largest Louisiana-Pacific seller in Q4 2020 was Adage Capital Partners, an estimated $76.5M sold.
Based on aggregated 13F filings for Q4 2020.