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Lufax Holding

163 hedge funds and large institutions have $2.2B invested in Lufax Holding in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

735% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $1.5M

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more funds holding

Funds holding: 140163 (+23)

16% more capital invested

Capital invested by funds: $1.89B → $2.2B (+$310M)

1.14% more ownership

Funds ownership: 6.9%8.04% (+1.1%)

Holders
163
Holders Change
+23
Holders Change %
+16.43%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
80
Reduced
29
Closed
14
Calls
$12.5M
Puts
$1.5M
Net Calls
+$11M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
126
Ameriprise
Minnesota
$153K +$40.2K +1,730 +37%
TRCT
127
Tower Research Capital (TRC)
New York
$138K +$112K +4,829 +524%
BFM
128
Boothbay Fund Management
New York
$137K +$133K +5,706 New
AIMCA
129
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$114K
RWM
130
Ritholtz Wealth Management
New York
$114K +$111K +4,768 New
SMDAM
131
Sumitomo Mitsui DS Asset Management
Japan
$113K +$38.8K +1,669 +55%
DCM
132
DGS Capital Management
New Jersey
$112K +$35.1K +1,513 +48%
EVM
133
Eaton Vance Management
Massachusetts
$108K +$105K +4,507 New
VanEck Associates
134
VanEck Associates
New York
$102K +$12.4K +535 +14%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$100K
CI
136
Cigna Investments
Connecticut
$98K +$23.1K +993 +32%
AllianceBernstein
137
AllianceBernstein
Tennessee
$97K +$93.9K +4,045 New
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$95K +$25.2K +1,087 +38%
Group One Trading
139
Group One Trading
Illinois
$91K +$88.4K +3,808 New
BTI
140
Blue Trust Inc
Georgia
$76K +$79.5K +3,422 New
Citadel Advisors
141
Citadel Advisors
Florida
$67K -$4.76M -205,033 -99%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$61K +$55.2K +2,376 +1,440%
AIG
143
American International Group
New York
$50K +$35.2K +1,517 +276%
PIM
144
Platinum Investment Management
Australia
$43K +$42.1K +1,812 New
NFSG
145
Newbridge Financial Services Group
Florida
$24K
PI
146
PEAK6 Investments
Illinois
$23.1K +$93.8K +4,041 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$22K -$10.5K -453 -32%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$20K +$17.5K +752 +752%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$15K +$2.9K +125 +24%
APA
150
American Portfolios Advisors
New York
$9K -$2.9K -125 -25%

LU Hedge Fund Activity: Q2 2022 in Review

163 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2022, worth a combined $2.2B — up 16% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LU positions and 14 closed out — a net gain of 26 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $74.7M. The largest seller was Capital World Investors, cutting an estimated $97.4M.

  • 163 institutional investors held Lufax Holding (LU) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $2.2B of Lufax Holding stock for Q2 2022, up 16% quarter-over-quarter.
  • 40 funds opened new Lufax Holding positions in Q2 2022 and 14 closed out, a net change of +26 holders.
  • The largest Lufax Holding buyer in Q2 2022 was BlackRock, an estimated $74.7M added.
  • The largest Lufax Holding seller in Q2 2022 was Capital World Investors, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2022.