Lifetime Brands
LCUT
66 hedge funds and large institutions have $142M invested in Lifetime Brands in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more capital invested
Capital invested by funds: $114M → $142M (+$28.6M)
6% less funds holding
Funds holding: 70 → 66 (-4)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.8M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$719K |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$665K |
| 4 |
OCM
Olstein Capital Management
Purchase,
New York
|
+$654K |
| 5 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.33M |
| 2 |
LSC
Lyon Street Capital
Sausalito,
California
|
-$2.28M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$1.85M |
| 4 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$1.09M |
| 5 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
-$848K |
LCUT Hedge Fund Activity: Q4 2014 in Review
66 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Lifetime Brands (LCUT) for Q4 2014, worth a combined $142M — up 25% from $114M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LCUT and 7 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 21 added.
The largest buyer was Wellington Management Group, adding an estimated $12.8M. The largest seller was JP Morgan Chase, cutting an estimated $2.33M.
- 66 institutional investors held Lifetime Brands (LCUT) as of Q4 2014, down from 70 in Q3 2014.
- Funds reported $142M of Lifetime Brands stock for Q4 2014, up 25% quarter-over-quarter.
- 7 funds opened new Lifetime Brands positions in Q4 2014 and 9 closed out, a net change of -2 holders.
- The largest Lifetime Brands buyer in Q4 2014 was Wellington Management Group, an estimated $12.8M added.
- The largest Lifetime Brands seller in Q4 2014 was JP Morgan Chase, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2014.