Louisiana-Pacific
436 hedge funds and large institutions have $5.4B invested in Louisiana-Pacific in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 130 increasing their positions, 149 reducing their positions, and 44 closing their positions.
82% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 44
8% more funds holding
Funds holding: 405 → 436 (+31)
1.61% more ownership
Funds ownership: 89.84% → 91.44% (+1.6%)
1% less capital invested
Capital invested by funds: $5.43B → $5.4B (-$39M)
13% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 149
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
51% less call options, than puts
Call options by funds: $42.4M | Put options by funds: $86.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5NCM
59 North Capital Management
Houston,
Texas
|
+$131M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$92.4M |
| 3 |
KPM
Kinetic Partners Management
Miami,
Florida
|
+$82M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$81.1M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$71.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$60.4M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$57M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$52.9M |
| 5 |
CI
Cooper Investors
Melbourne, Victoria,
Australia
|
-$42.4M |
LPX Hedge Fund Activity: Q2 2024 in Review
436 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Louisiana-Pacific (LPX) for Q2 2024, worth a combined $5.4B — down 0.72% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new LPX positions and 44 closed out — a net gain of 36 holders — while 130 added to existing stakes and 149 trimmed.
The largest buyer was 59 North Capital Management, opening a new position worth an estimated $131M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $71.2M sold.
- 436 institutional investors held Louisiana-Pacific (LPX) as of Q2 2024, up from 405 in Q1 2024.
- Funds reported $5.4B of Louisiana-Pacific stock for Q2 2024, down 0.72% quarter-over-quarter.
- 80 funds opened new Louisiana-Pacific positions in Q2 2024 and 44 closed out, a net change of +36 holders.
- The largest Louisiana-Pacific buyer in Q2 2024 was 59 North Capital Management, an estimated $131M added.
- The largest Louisiana-Pacific seller in Q2 2024 was Balyasny Asset Management, an estimated $71.2M sold.
Based on aggregated 13F filings for Q2 2024.