Learn CW Investment Corporation
Learn CW Investment Corporation (LCW) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · LCW · as of Sep 30, 2024
Ownership Breakdown
12
Institutional Holders
▼ 13 vs Q2
$44.59M
Total Inst. Value
▼ $38.71M vs Q2
15.09M
Shares Outstanding
freeFloat 61.89%
4.28M
13F Shares Held
▼ 3.36M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
LCW largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
WESTCHESTER CAPITAL MANAGEMENT, LLC blank checks | 829.6K | 5.50% | 5.50% | $9.12B | Nov 14, 2024 | ▼ 70.8K |
CALAMOS ADVISORS LLC blank checks | 825.0K | 5.47% | 5.47% | $8.23B | Nov 7, 2024 | — held |
FIRST TRUST CAPITAL MANAGEMENT L.P. blank checks | 506.3K | 3.36% | 3.36% | $5.56B | Nov 14, 2024 | ▼ 334.2K |
LOGAN STONE CAPITAL, LLC blank checks | 458.5K | 3.04% | 3.04% | $4.59B | Nov 14, 2024 | ▲ 200.0K |
D. E. SHAW & CO., INC. blank checks | 400.2K | 2.65% | 2.65% | $4.01B | Nov 14, 2024 | — held |
CRYSTALLINE MANAGEMENT INC. blank checks | 350.0K | 2.32% | 2.32% | $3.85B | Nov 8, 2024 | ▲ 300.0K |
UBS OCONNOR LLC blank checks | 308.9K | 2.05% | 2.05% | $3.08B | Nov 14, 2024 | ▼ 10.0K |
MOORE CAPITAL MANAGEMENT, LP blank checks | 250.0K | 1.66% | 1.66% | $2.50B | Nov 14, 2024 | — held |
FIR TREE CAPITAL MANAGEMENT LP blank checks | 150.0K | 99.41% | 99.41% | $1.63B | Nov 14, 2024 | NEW |
GLAZER CAPITAL, LLC blank checks | 141.2K | 93.60% | 93.60% | $1.41B | Nov 14, 2024 | ▼ 2.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
3
Increased
+553.2K shares2
New Positions
first time holders4
Decreased
−417.2K shares15
Sold Out
fully exitedNet shares change (top 50)
+136.0K
+553.2K / −417.2K
Net new holders
-14
2 new / 15 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
LCW insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$3M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
STERN DANIEL H director | Oct 2, 2024 | D-Return | 30,000 | — | — | 0 | Form 4 ↗ |
Howard Alan E 10 percent owner | Oct 2, 2024 | D-Return | 770,000 | — | — | 0 | Form 4 ↗ |
Howard Alan E 10 percent owner | Oct 2, 2024 | D-Return | 4,880,000 | — | — | 0 | Form 4 ↗ |
Hutter Robert J. Chief Executive Officer | Oct 2, 2024 | D-Return | 770,000 | — | — | 0 | Form 4 ↗ |
Hutter Robert J. Chief Executive Officer | Oct 2, 2024 | D-Return | 4,880,000 | — | — | 0 | Form 4 ↗ |
Fisher Adam President | Oct 2, 2024 | D-Return | 770,000 | — | — | 0 | Form 4 ↗ |
Fisher Adam President | Oct 2, 2024 | D-Return | 4,880,000 | — | — | 0 | Form 4 ↗ |
Relan Peter director | Oct 2, 2024 | D-Return | 30,000 | — | — | 0 | Form 4 ↗ |
Levy Ellen director | Oct 2, 2024 | D-Return | 30,000 | — | — | 0 | Form 4 ↗ |
Tewary Anuranjita director | Oct 2, 2024 | D-Return | 30,000 | — | — | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Learn CW Investment Corporation (LCW) is primarily owned by institutional investors, who hold approximately 28.4% of total shares outstanding. Company insiders own approximately 38.11%, while retail and public investors account for the remaining 33.52%.
The largest institutional shareholder of Learn CW Investment Corporation is WESTCHESTER CAPITAL MANAGEMENT, LLC, holding approximately 829,626 shares — equal to 5.50% of outstanding shares — as of September 30, 2024.
A total of 12 institutional investors currently hold LCW stock, with a combined institutional value of approximately $44,590,186 as of the most recent 13F filing period.
Frequently asked questions
LCW ownershipLearn CW Investment Corporation (LCW) is primarily owned by institutional investors, who hold approximately 28.4% of shares. The largest shareholder is WESTCHESTER CAPITAL MANAGEMENT, LLC with a 5.50% stake. Company insiders hold 38.11%. Data sourced from SEC Form 13F as of September 30, 2024.