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Liquidity Services

131 hedge funds and large institutions have $424M invested in Liquidity Services in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $54K | Put options by funds: $20K

6% more capital invested

Capital invested by funds: $399M → $424M (+$25M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 69.84%69.61% (-0.23%)

3% less funds holding

Funds holding: 135131 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
39
Reduced
56
Closed
16
Calls
$54K
Puts
$20K
Net Calls
+$34K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$87.4K +$81.8K +4,376 New
TRCT
102
Tower Research Capital (TRC)
New York
$84.7K +$78.9K +4,220 +22,211%
US Bancorp
103
US Bancorp
Minnesota
$82.7K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$82.5K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$69.7K -$37 -2 -0.1%
GI
106
GAMMA Investing
California
$67.1K +$10.1K +540 +19%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$63K -$3.1K -166 -5%
AIP
108
Ameritas Investment Partners
Nebraska
$42.4K
Osaic Holdings
109
Osaic Holdings
Arizona
$40.3K +$33K +1,765 +706%
QCG
110
Quadrant Capital Group
Ohio
$32.6K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$16.6K +$1.08K +58 +7%
CFM
112
Catalyst Funds Management
Australia
$5.99K -$46.9K -2,510 -89%
VCM
113
Versant Capital Management
Arizona
$5.24K
Bessemer Group
114
Bessemer Group
New Jersey
$5K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$4.58K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.7K +91 +78%
PA
117
Parallel Advisors
California
$3.34K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$2.72K -$108K -5,791 -98%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1.08K +$224 +12 +29%
PA
120
Pineridge Advisors
Missouri
$1.02K
C
121
Covestor
United Kingdom
$1K -$150 -8 -22%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$839 +$786 +42 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$799 +$748 +40 New
PWMG
124
Private Wealth Management Group
New Jersey
$720
IC
125
Innealta Capital
Texas
$599 +$561 +30 New

LQDT Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q2 2024, worth a combined $424M — up 6.3% from $399M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LQDT and 13 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 39 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $4.45M. The largest seller was Morgan Stanley, cutting an estimated $2.42M.

  • 131 institutional investors held Liquidity Services (LQDT) as of Q2 2024, down from 135 in Q1 2024.
  • Funds reported $424M of Liquidity Services stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 13 funds opened new Liquidity Services positions in Q2 2024 and 16 closed out, a net change of -3 holders.
  • The largest Liquidity Services buyer in Q2 2024 was Penserra Capital Management, an estimated $4.45M added.
  • The largest Liquidity Services seller in Q2 2024 was Morgan Stanley, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2024.