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Live Nation Entertainment

242 hedge funds and large institutions have $3.41B invested in Live Nation Entertainment in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 94 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $11M

1.3% more ownership

Funds ownership: 69.33%70.63% (+1.3%)

7% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 94

6% less funds holding

Funds holding: 257242 (-15)

11% less capital invested

Capital invested by funds: $3.81B → $3.41B (-$403M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

Holders
242
Holders Change
-15
Holders Change %
-5.84%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
25
Increased
87
Reduced
94
Closed
38
Calls
$27.1M
Puts
$11M
Net Calls
+$16.1M
Net Calls Change
-$4.75M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$379M +$121M +4,730,020 +43%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M -$7.22M -281,660 -3%
ACM
3
AKRE Capital Management
Virginia
$150M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$145M -$16.2M -633,330 -9%
SCM
5
Shapiro Capital Management
Georgia
$141M -$2.15M -83,696 -1%
Principal Financial Group
6
Principal Financial Group
Iowa
$123M +$5.13M +200,187 +4%
Harris Associates
7
Harris Associates
Illinois
$121M -$1.75M -68,100 -1%
BFA
8
BlackRock Fund Advisors
California
$114M +$1.48M +57,789 +1%
BIT
9
BlackRock Institutional Trust
California
$99.4M +$68.2K +2,660 +0.1%
EIG
10
EdgePoint Investment Group
Ontario, Canada
$96.3M +$44M +1,714,379 +75%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$93.2M -$25M -975,568 -20%
State Street
12
State Street
Massachusetts
$87M -$626K -24,403 -0.7%
Goldman Sachs
13
Goldman Sachs
New York
$82M +$1.85M +72,052 +2%
PI
14
Putnam Investments
Massachusetts
$80.4M +$13M +508,742 +18%
EVM
15
Eaton Vance Management
Massachusetts
$74.8M +$1.59M +61,866 +2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$65.4M -$2.49M -96,976 -3%
HK
17
Horizon Kinetics
New York
$59.6M -$39.3M -1,530,456 -38%
CCM
18
Criterion Capital Management
California
$56.3M +$26M +1,014,690 +76%
Jennison Associates
19
Jennison Associates
New York
$55.7M +$5.87M +228,739 +11%
ACM
20
Ashe Capital Management
New Jersey
$49M
GC
21
GMT Capital
Georgia
$48.8M +$3.5M +136,500 +7%
KI
22
Kalmar Investments
Delaware
$48.6M -$5.03M -196,134 -9%
Norges Bank
23
Norges Bank
Norway
$36.9M -$2.8M -109,357 -7%
GF
24
Gabelli Funds
New York
$34.6M -$256K -10,000 -0.7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$34.5M +$920K +35,872 +3%

LYV Hedge Fund Activity: Q3 2015 in Review

242 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Live Nation Entertainment (LYV) for Q3 2015, worth a combined $3.41B — down 11% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of LYV and 25 opened new positions — a net loss of 13 holders — while 94 trimmed existing stakes and 87 added.

The largest buyer was UBS Group, adding an estimated $121M. The largest seller was Horizon Kinetics, cutting an estimated $39.3M.

  • 242 institutional investors held Live Nation Entertainment (LYV) as of Q3 2015, down from 257 in Q2 2015.
  • Funds reported $3.41B of Live Nation Entertainment stock for Q3 2015, down 11% quarter-over-quarter.
  • 25 funds opened new Live Nation Entertainment positions in Q3 2015 and 38 closed out, a net change of -13 holders.
  • The largest Live Nation Entertainment buyer in Q3 2015 was UBS Group, an estimated $121M added.
  • The largest Live Nation Entertainment seller in Q3 2015 was Horizon Kinetics, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2015.