SWStonkWhisper

LPXInstitutional Flow

Period: 2026-03-31 · 32 managers with reported activity

FundFlow Score
0.00
New Positions
4
Increased
12
Decreased / Exited
16

LPX institutional flow for the 2026-03-31 13F reporting period: 32 institutional managers filed activity, with 4 opening new positions and 12 increasing existing holdings (50% bullish). 10 reduced positions and 6 fully exited (50% bearish). FundFlow score: 0.00 — signaling balanced/neutral institutional activity with 100% confidence.

FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for LPX.

Quarterly Flow History

2024-09
-0.28
36m
2024-12
-0.20
35m
2025-03
-0.09
35m
2025-06
-0.11
36m
2025-09
-0.03
31m
2025-12
+0.13
32m
2026-03
0.00
32m
2026-06
+0.50
4m

Accumulating (16)

ManagerActionSharesValue
Capital WorldNEW POSITION1.2M$83.9B
Junto CapitalNEW POSITION378K$27.5B
Segall BryantNEW POSITION296K$21.5B
BridgewaterNEW POSITION169K$12.3B
Point72INCREASED404K+15433%$29.4B
Marshall WaceINCREASED512K+301%$37.3B
State StreetINCREASED2.2M+2%$161.1B
First EagleINCREASED232K+19%$16.9B
DE ShawINCREASED161K+23%$11.7B
ExodusPointINCREASED40K+195%$2.9B
InvescoINCREASED588K+4%$42.8B
Geode CapitalINCREASED241K+9%$17.6B
American CenturyINCREASED1.4M+1%$98.3B
Man GroupINCREASED33K+55%$2.4B
Neuberger Berman (Eisman)INCREASED27K+48%$2.0B
WintonINCREASED7K+127%$481.0M

Distributing (16)

ManagerActionSharesPrev Value
MillenniumEXITED0-100%
BalyasnyEXITED0-100%
Longleaf PartnersEXITED0-100%
TudorEXITED0-100%
Brevan HowardEXITED0-100%
Renaissance TechEXITED0-100%
EminenceDECREASED2.5M-37%$184.3B
Capital ResearchDECREASED313K-75%$22.8B
William BlairDECREASED596K-28%$43.4B
Gotham AssetDECREASED18K-82%$1.3B
Two SigmaDECREASED203K-23%$14.8B
Moore CapitalDECREASED170K-17%$12.3B
Hudson BayDECREASED52K-28%$3.8B
CitadelDECREASED9K-65%$618.4M
Northern TrustDECREASED3K-68%$210.3M
DFADECREASED142K-3%$10.4B
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →