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Lufax Holding

113 hedge funds and large institutions have $217M invested in Lufax Holding in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 8.36%7.8% (-0.55%)

12% less funds holding

Funds holding: 129113 (-16)

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

45% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.87M

47% less capital invested

Capital invested by funds: $406M → $217M (-$189M)

Holders
113
Holders Change
-16
Holders Change %
-12.4%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
30
Reduced
42
Closed
38
Calls
$2.69M
Puts
$4.87M
Net Calls
-$2.18M
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$9K -$8.29K -2,174 -35%
Barclays
102
Barclays
United Kingdom
$6K
RhumbLine Advisers
103
RhumbLine Advisers
Massachusetts
$1.91K
HFM
104
Harvest Fund Management
China
$1K
QCG
105
Quadrant Capital Group
Ohio
$775
BTI
106
Blue Trust Inc
Georgia
$751 +$679 +178 New
FFA
107
Farther Finance Advisors
California
$730 -$4.07K -1,068 -78%
Osaic Holdings
108
Osaic Holdings
Arizona
$526 +$847 +222 New
BIA
109
Bell Investment Advisors
California
$290
PS
110
Principal Securities
Iowa
$90
SC
111
Swan Capital
Florida
$66 +$107 +28 New
Wells Fargo
112
Wells Fargo
California
$59
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43
Robeco Institutional Asset Management
114
Robeco Institutional Asset Management
Netherlands
-$9.38M -2,221,847 Closed
Point72 Asset Management
115
Point72 Asset Management
Connecticut
-$8.21M -1,946,500 Closed
BAMCO Inc
116
BAMCO Inc
New York
-$6.13M -1,453,122 Closed
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
-$4.62M -1,211,831 Closed
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
-$4.29M -1,017,300 Closed
HF
119
HRT Financial
New York
-$3.63M -861,185 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
-$2.65M -619,398 Closed
WC
121
Wexford Capital
Florida
-$2.4M -568,141 Closed
Millennium Management
122
Millennium Management
New York
-$2.19M -518,207 Closed
LOAME
123
Lombard Odier Asset Management (Europe)
United Kingdom
-$1.48M -350,000 Closed
ASM
124
AI-Squared Management
Hong Kong
-$1.03M -244,650 Closed
Marshall Wace
125
Marshall Wace
United Kingdom
-$994K -235,569 Closed

LU Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2024, worth a combined $217M — down 47% from $406M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LU and 23 opened new positions — a net loss of 15 holders — while 42 trimmed existing stakes and 30 added.

The largest buyer was State Street, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 113 institutional investors held Lufax Holding (LU) as of Q2 2024, down from 129 in Q1 2024.
  • Funds reported $217M of Lufax Holding stock for Q2 2024, down 47% quarter-over-quarter.
  • 23 funds opened new Lufax Holding positions in Q2 2024 and 38 closed out, a net change of -15 holders.
  • The largest Lufax Holding buyer in Q2 2024 was State Street, an estimated $10.8M added.
  • The largest Lufax Holding seller in Q2 2024 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2024.