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Lifetime Brands

45 hedge funds and large institutions have $54.8M invested in Lifetime Brands in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

7.73% less ownership

Funds ownership: 44.8%37.06% (-7.7%)

10% less funds holding

Funds holding: 5045 (-5)

35% less capital invested

Capital invested by funds: $84.3M → $54.8M (-$29.5M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
18
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
26
QP Wealth Management
New Jersey
$162K +$180K +25,000 New
Morgan Stanley
27
Morgan Stanley
New York
$133K +$99.3K +13,807 +259%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$130K -$949 -132 -0.7%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$125K
VFA
30
Values First Advisors
Tennessee
$111K +$115K +16,022 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$104K +$6.47K +899 +6%
UBS Group
32
UBS Group
Switzerland
$102K +$40.3K +5,598 +61%
Barclays
33
Barclays
United Kingdom
$84K +$43.7K +6,069 +101%
Axa
34
Axa
France
$77K
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$68K
AIG
36
American International Group
New York
$52K -$460 -64 -0.9%
Deutsche Bank
37
Deutsche Bank
Germany
$27K +$5.88K +817 +26%
Legal & General Group
38
Legal & General Group
United Kingdom
$25K
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$20K +$6.56K +912 +46%
Citigroup
40
Citigroup
New York
$17K +$5.42K +753 +46%
IRC
41
Investors Research Corp
Georgia
$12K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$11K +$50 +7 +0.5%
AIP
43
Ameritas Investment Partners
Nebraska
$6K
FHA
44
First Horizon Advisors
Tennessee
$6K
Canada Life
45
Canada Life
Manitoba, Canada
$2K +$1.63K +226 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
-$3.61M -407,918 Closed
Boston Partners
47
Boston Partners
Massachusetts
-$500K -56,487 Closed
UAS
48
United Asset Strategies
New York
-$173K -19,514 Closed
Victory Capital Management
49
Victory Capital Management
Texas
-$20K -2,223 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$3K -391 Closed