Louisiana-Pacific
384 hedge funds and large institutions have $4.64B invested in Louisiana-Pacific in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 105 increasing their positions, 153 reducing their positions, and 54 closing their positions.
31% more capital invested
Capital invested by funds: $3.55B → $4.64B (+$1.09B)
30% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 54
4% more funds holding
Funds holding: 371 → 384 (+13)
1.96% more ownership
Funds ownership: 88.9% → 90.86% (+2%)
4% less call options, than puts
Call options by funds: $74.4M | Put options by funds: $77.3M
31% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$62.1M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42.6M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$42.6M |
| 4 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
|
+$35.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$51.5M |
| 2 |
LPC
Long Pond Capital
New York
|
-$44.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$19.5M |
| 5 |
Millennium Management
New York
|
-$18.4M |
LPX Hedge Fund Activity: Q4 2023 in Review
384 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Louisiana-Pacific (LPX) for Q4 2023, worth a combined $4.64B — up 31% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new LPX positions and 54 closed out — a net gain of 16 holders — while 105 added to existing stakes and 153 trimmed.
The largest buyer was Channing Capital Management, opening a new position worth an estimated $62.1M. The largest seller was Alyeska Investment Group, cutting an estimated $51.5M.
- 384 institutional investors held Louisiana-Pacific (LPX) as of Q4 2023, up from 371 in Q3 2023.
- Funds reported $4.64B of Louisiana-Pacific stock for Q4 2023, up 31% quarter-over-quarter.
- 70 funds opened new Louisiana-Pacific positions in Q4 2023 and 54 closed out, a net change of +16 holders.
- The largest Louisiana-Pacific buyer in Q4 2023 was Channing Capital Management, an estimated $62.1M added.
- The largest Louisiana-Pacific seller in Q4 2023 was Alyeska Investment Group, an estimated $51.5M sold.
Based on aggregated 13F filings for Q4 2023.