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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
KCM
1
Kennedy Capital Management
Missouri
$11.7M +$1.44M +200,814 +14%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.07M -$115K -15,962 -1%
BlackRock
3
BlackRock
New York
$6.07M +$17.9K +2,492 +0.3%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$3.95M +$249K +34,618 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.56M -$18.4K -2,556 -0.5%
AWW
6
Alan W. Weber
$2.55M +$1.67M +231,491 +171%
Ameriprise
7
Ameriprise
Minnesota
$2.17M -$41.7K -5,800 -2%
OCM
8
Olstein Capital Management
New York
$1.81M +$243K +33,777 +15%
TA
9
Teton Advisors
New York
$1.69M +$43.2K +6,000 +3%
State Street
10
State Street
Massachusetts
$1.42M +$50.1K +6,964 +4%
PTC
11
Petrus Trust Company
Texas
$1.33M
JP Morgan Chase
12
JP Morgan Chase
New York
$1.32M -$153K -21,306 -10%
BCM
13
Bridgeway Capital Management
Texas
$1.21M
Northern Trust
14
Northern Trust
Illinois
$984K -$46.1K -6,407 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$934K +$1.75K +243 +0.2%
RA
16
Royce & Associates
New York
$829K
MC
17
Martin & Co
Tennessee
$694K -$10.9K -1,518 -1%
Renaissance Technologies
18
Renaissance Technologies
New York
$507K -$109K -15,200 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$437K -$207K -28,780 -31%
N
20
Nuveen
North Carolina
$305K -$132K -18,300 -29%
Charles Schwab
21
Charles Schwab
California
$210K
Bank of America
22
Bank of America
North Carolina
$187K +$1.96K +273 +1%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$178K
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$174K -$9.38K -1,304 -5%
Wells Fargo
25
Wells Fargo
California
$171K +$8.39K +1,167 +5%