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Lifetime Brands

52 hedge funds and large institutions have $88.8M invested in Lifetime Brands in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.62% less ownership

Funds ownership: 46.91%45.28% (-1.6%)

5% less funds holding

Funds holding: 5552 (-3)

9% less capital invested

Capital invested by funds: $97.7M → $88.8M (-$8.83M)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
17
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$289K +$6.41K +631 +2%
Charles Schwab
27
Charles Schwab
California
$285K
Axa
28
Axa
France
$244K -$186K -18,317 -42%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$242K
Deutsche Bank
30
Deutsche Bank
Germany
$236K -$31K -3,057 -11%
Bank of America
31
Bank of America
North Carolina
$223K -$46K -4,530 -16%
Wells Fargo
32
Wells Fargo
California
$216K +$1.07K +105 +0.5%
UAS
33
United Asset Strategies
New York
$173K +$186K +18,329 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$170K
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$160K -$914 -90 -0.5%
TA
36
Teachers Advisors
New York
$149K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$133K -$73.1K -7,200 -34%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$93K
Morgan Stanley
39
Morgan Stanley
New York
$90K -$189K -18,660 -66%
AIG
40
American International Group
New York
$71K -$2.47K -243 -3%
OIA
41
OneDigital Investment Advisors
Kansas
$67K +$122 +12 +0.2%
BGDI
42
BW Gestao de Investimentos
Brazil
$41K +$44.2K +4,351 New
Barclays
43
Barclays
United Kingdom
$35K +$33.1K +3,263 +822%
Citigroup
44
Citigroup
New York
$28K -$5.2K -512 -15%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$23.9K +$21.3K +2,096 +481%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$18K -$1.68K -165 -8%
Legal & General Group
47
Legal & General Group
United Kingdom
$16K
IRC
48
Investors Research Corp
Georgia
$16K +$17.3K +1,700 New
TRCT
49
Tower Research Capital (TRC)
New York
$14K +$10.5K +1,037 +293%
AIP
50
Ameritas Investment Partners
Nebraska
$8K

LCUT Hedge Fund Activity: Q1 2019 in Review

52 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lifetime Brands (LCUT) for Q1 2019, worth a combined $88.8M — down 9% from $97.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LCUT and 3 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Kennedy Capital Management, adding an estimated $1.16M. The largest seller was Brown Advisory, cutting an estimated $2.05M.

  • 52 institutional investors held Lifetime Brands (LCUT) as of Q1 2019, down from 55 in Q4 2018.
  • Funds reported $88.8M of Lifetime Brands stock for Q1 2019, down 9% quarter-over-quarter.
  • 3 funds opened new Lifetime Brands positions in Q1 2019 and 6 closed out, a net change of -3 holders.
  • The largest Lifetime Brands buyer in Q1 2019 was Kennedy Capital Management, an estimated $1.16M added.
  • The largest Lifetime Brands seller in Q1 2019 was Brown Advisory, an estimated $2.05M sold.

Based on aggregated 13F filings for Q1 2019.