144 + Investors. Track Smart Money conviction in LDI. See who's accumulating, reducing, or initiating positions.
Based on 139 hedge funds · latest filing: 2025 Q4 · updated quarterly
Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.
In 2025 Q4, 89 hedge funds were net buyers of LDI (39 opened a new position, 50 added to an existing one), while 52 reduced or exited (32 trimmed, 20 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in LDI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 139.
Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.
Signal Freshness measures how much LDI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.
LDI outperformed XLF by -22.3% since March 31, 2026.
Since the filing became public, LDI outperformed XLF by -6.8% .
Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →
No strong consensus or elite conviction detected among institutional holders.
Track Smart Money conviction in LDI. See who's accumulating, reducing, or initiating positions.
| Metric | All 13F Filers (2025 Q4) | Prior (2025 Q3) | Change |
|---|---|---|---|
| Funds Holding | 144 | 128 | 12.5% |
| 13F Shares | 48M | 56M | -14.55% |
| Total Value | $99M | $171M | -42.21% |
| New Positions | 38 | 48 | -10 |
| Increased Positions | 55 | 53 | +2 |
| Closed Positions | 22 | 13 | +9 |
| Reduced Positions | 48 | 19 | +29 |
| Total Calls | 4 | 6 | -33.33% |
| Total Puts | 3 | 4 | -25.0% |
| PUT/CALL Ratio | 0.75 | 0.67 | Neutral |
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| Beta (5Y Monthly) | -- |
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| Total Cash (mrq) | -- |
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Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LDI. Verified SEC 13F-HR filings.
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
More buyers than sellers — 63% buying: Last quarter: 89 funds were net buyers (39 opened a brand new position + 50 added to an existing one). Only 52 were sellers (32 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
Elite ownership — 57% AUM from top-100 funds: 37 of 139 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LDI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Mixed — 27% long-term, 51% new: Of the 139 current holders: 38 (27%) held >2 years, 30 held 1–2 years, and 71 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
As of today, LDI has moved -5.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), LDI has gained -17.5% vs +4.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.
All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.
Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.