Lufax Holding
129 hedge funds and large institutions have $406M invested in Lufax Holding in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 33 closing their positions.
49% more capital invested
Capital invested by funds: $273M → $406M (+$133M)
24% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 33
7% more funds holding
Funds holding: 121 → 129 (+8)
0.59% more ownership
Funds ownership: 7.77% → 8.36% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
42% less call options, than puts
Call options by funds: $3.7M | Put options by funds: $6.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$16.8M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.34M |
| 3 |
Morgan Stanley
New York
|
+$8.01M |
| 4 |
BC
BIT Capital
Berlin,
Germany
|
+$7.1M |
| 5 |
Two Sigma Advisers
New York
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.46M |
| 2 |
BAMCO Inc
New York
|
-$8.83M |
| 3 |
Goldman Sachs
New York
|
-$7.35M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.14M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$4.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Group One Trading
Chicago,
Illinois
| – | -$138K | -49,162 | Closed |
|
152
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$98.4K | -32,066 | Closed |
|
|
AIMCA
153
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| – | -$97.1K | -31,625 | Closed |
|
|
OSAM
154
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$57.8K | -18,824 | Closed |
|
|
GIBU
155
Gulf International Bank (UK)
London,
United Kingdom
| – | -$48K | -15,792 | Closed |
|
156
VOYA Investment Management
Atlanta,
Georgia
| – | -$41.3K | -13,443 | Closed |
|
|
YCM
157
Yousif Capital Management
Bloomfield Hills,
Michigan
| – | -$37.2K | -12,112 | Closed |
|
158
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$25K | -8,452 | Closed |
|
|
DPAM
159
Degroof Petercam Asset Management
Brussels,
Belgium
| – | -$15.3K | -5,000 | Closed |
|
|
AIG
160
American International Group
New York
| – | -$6.34K | -2,066 | Closed |
|
|
BTI
161
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -1,708 | Closed |
|
LU Hedge Fund Activity: Q1 2024 in Review
129 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2024, worth a combined $406M — up 49% from $273M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new LU positions and 33 closed out — a net gain of 8 holders — while 36 added to existing stakes and 41 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $16.8M. The largest seller was BlackRock, cutting an estimated $9.46M.
- 129 institutional investors held Lufax Holding (LU) as of Q1 2024, up from 121 in Q4 2023.
- Funds reported $406M of Lufax Holding stock for Q1 2024, up 49% quarter-over-quarter.
- 41 funds opened new Lufax Holding positions in Q1 2024 and 33 closed out, a net change of +8 holders.
- The largest Lufax Holding buyer in Q1 2024 was Baillie Gifford & Co, an estimated $16.8M added.
- The largest Lufax Holding seller in Q1 2024 was BlackRock, an estimated $9.46M sold.
Based on aggregated 13F filings for Q1 2024.