LEA ranks #1128 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
LEA is a top-conviction position for Oldfield Partners LLP — at 12.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in LEA belongs to Pzena Investment Management LLC, but the position matters far more to Oldfield Partners LLP, who has 12.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its LEA position for two straight quarters, increasing it by $145.8M to reach $704.5M today.
Fidelity has trimmed its LEA position for two straight quarters, cutting it by $82.0M while still holding $160.2M.
LEA is up 0.4% today, and institutions have been net buyers of $1.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.