Louisiana-Pacific
387 hedge funds and large institutions have $5.02B invested in Louisiana-Pacific in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 90 increasing their positions, 164 reducing their positions, and 58 closing their positions.
44% more capital invested
Capital invested by funds: $3.49B → $5.02B (+$1.53B)
26% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 58
4% more funds holding
Funds holding: 373 → 387 (+14)
3.71% more ownership
Funds ownership: 89.26% → 92.97% (+3.7%)
1% less call options, than puts
Call options by funds: $70.6M | Put options by funds: $71.1M
45% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$118M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.3M |
| 3 |
ACM
Anomaly Capital Management
New York
|
+$55.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$54.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$75.8M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$26.3M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$24M |
| 4 |
Millennium Management
New York
|
-$21.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.6M |
LPX Hedge Fund Activity: Q2 2023 in Review
387 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Louisiana-Pacific (LPX) for Q2 2023, worth a combined $5.02B — up 44% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new LPX positions and 58 closed out — a net gain of 15 holders — while 90 added to existing stakes and 164 trimmed.
The largest buyer was Eminence Capital, opening a new position worth an estimated $118M. The largest seller was LSV Asset Management, cutting an estimated $75.8M.
- 387 institutional investors held Louisiana-Pacific (LPX) as of Q2 2023, up from 373 in Q1 2023.
- Funds reported $5.02B of Louisiana-Pacific stock for Q2 2023, up 44% quarter-over-quarter.
- 73 funds opened new Louisiana-Pacific positions in Q2 2023 and 58 closed out, a net change of +15 holders.
- The largest Louisiana-Pacific buyer in Q2 2023 was Eminence Capital, an estimated $118M added.
- The largest Louisiana-Pacific seller in Q2 2023 was LSV Asset Management, an estimated $75.8M sold.
Based on aggregated 13F filings for Q2 2023.