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Lifetime Brands

68 hedge funds and large institutions have $162M invested in Lifetime Brands in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $149M → $162M (+$13.5M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2.66% less ownership

Funds ownership: 58%55.34% (-2.7%)

6% less funds holding

Funds holding: 7268 (-4)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$37.3M -$609K -37,238 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.4M -$360 -22 -0%
BlackRock
3
BlackRock
New York
$15.7M +$12.7M +778,809 +32,262%
PTC
4
Petrus Trust Company
Texas
$9.24M +$369K +22,557 +5%
Northern Trust
5
Northern Trust
Illinois
$7.72M +$12.5K +762 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.37M +$363K +22,217 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.14M -$488K -29,847 -8%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.39M +$765K +46,742 +21%
Ameriprise
9
Ameriprise
Minnesota
$4.72M -$3.76K -230 -0.1%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.28M +$1.2M +73,100 +52%
State Street
11
State Street
Massachusetts
$3.5M +$117K +7,125 +4%
OCM
12
Olstein Capital Management
New York
$3.47M -$121K -7,375 -4%
BCM
13
Bridgeway Capital Management
Texas
$3.35M
RHJA
14
Rice Hall James & Associates
California
$2.82M -$118K -7,200 -5%
RA
15
Royce & Associates
New York
$2.5M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.95M +$95.7K +5,848 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.84M +$153K +9,364 +11%
GCP
18
GSA Capital Partners
United Kingdom
$1.45M -$251K -15,371 -18%
Axa
19
Axa
France
$1.22M +$21.9K +1,338 +2%
NFA
20
Nationwide Fund Advisors
Ohio
$1.17M -$333K -20,355 -26%
WCM
21
Wedge Capital Management
North Carolina
$1.11M -$36K -2,200 -4%
AG
22
Algert Global
California
$1.06M +$861K +52,625 New
TCIM
23
TIAA CREF Investment Management
New York
$996K -$20.5K -1,253 -2%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$931K +$22.7K +1,390 +3%
CIC
25
Cornercap Investment Counsel
Georgia
$730K -$10.3K -630 -2%