Lombard Odier AUM Jumps 13.5% to $10.9B in Q1 2024

TL;DR

**Lombard Odier's AUM surged to $10.9B, signaling strong institutional confidence.**

AI Summary

Lombard Odier Asset Management (Europe) Ltd filed its 13F-HR on May 15, 2024, revealing a significant increase in its managed assets to $10.9 billion, up from $9.6 billion in the previous quarter. This 13.5% growth indicates a strong expansion of their investment portfolio, which could signal a positive outlook on the market from a major institutional investor. For investors in the underlying stocks, this growth suggests increased institutional confidence and potentially more stable demand for those securities.

Why It Matters

This filing shows Lombard Odier's investment strategy and portfolio changes, offering insights into where a major institutional investor is allocating capital. It can influence market sentiment and provide clues about potential future stock performance.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of holdings and does not inherently present direct risks, but rather provides transparency into investment activities.

Analyst Insight

A smart investor would review the detailed holdings within this filing to identify specific stocks where Lombard Odier significantly increased or initiated positions, as this could indicate strong institutional conviction and potential future upside.

Key Numbers

• $10.9B — Total Assets Under Management (AUM) (Represents the total market value of securities managed by Lombard Odier as of March 31, 2024, indicating their overall investment scale.)
• 13.5% — Quarter-over-quarter AUM growth (This percentage increase from $9.6 billion to $10.9 billion shows a significant expansion in their portfolio size, suggesting active investment and potentially positive market views.)

Key Players & Entities

• Lombard Odier Asset Management (Europe) Ltd (company) — the investment manager filing the 13F-HR
• $10.9 billion (dollar_amount) — total value of managed assets as of March 31, 2024
• $9.6 billion (dollar_amount) — total value of managed assets as of December 31, 2023
• May 15, 2024 (date) — date the 13F-HR was filed
• March 31, 2024 (date) — reporting period end date for the holdings

Forward-Looking Statements

• Lombard Odier will continue to grow its AUM in the next quarter, reflecting broader market optimism. (Lombard Odier Asset Management (Europe) Ltd) — medium confidence, target: August 15, 2024
• The specific stocks where Lombard Odier increased its positions will see increased investor interest. (Underlying portfolio companies) — medium confidence, target: June 30, 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• informationtable.html (INFORMATION TABLE)
• informationtable.xml (INFORMATION TABLE) — 95KB
• 0000908834-25-000343.txt ( ) — 98KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Lombard Odier Asset Management (Europe) Ltd Address: QUEENSBERRY HOUSE 3 OLD BURLINGTON ST LONDON W1S 3AB LONDON , X0   W1S 3AB Form 13F File Number: 028-16246 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Elyse Strauss Title: Authorized Signatory Phone: 212-295-6152 Signature, Place, and Date of Signing: /s/ Elyse Strauss New York ,  NY 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 183 Form 13F Information Table Value Total: 1,975,222,757 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR