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LITS

Lite Strategy Inc

43 hedge funds and large institutions have $84.4M invested in Lite Strategy Inc in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 5043 (-7)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

49% less capital invested

Capital invested by funds: $164M → $84.4M (-$79.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
10
Reduced
15
Closed
17
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$140K -$60.9K -416 -27%
TAM
27
Telluride Asset Management
Minnesota
$127K +$147K +1,004 New
SFM
28
Soros Fund Management
New York
$101K +$116K +795 New
VKH
29
Virtu KCG Holdings
New York
$86K +$99.1K +677 New
Citigroup
30
Citigroup
New York
$84K +$29.6K +202 +44%
GHAM
31
Gilman Hill Asset Management
Connecticut
$82K -$2.64K -18 -3%
Morgan Stanley
32
Morgan Stanley
New York
$79K +$11.3K +77 +14%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$77K +$88.9K +607 New
BIM
34
BlackRock Investment Management
Delaware
$19K -$223K -1,525 -91%
SFPIA
35
Stevens First Principles Investment Advisors
California
$10K +$3.66K +25 +50%
Group One Trading
36
Group One Trading
Illinois
$6K -$8.79K -60 -55%
U
37
UBS
Switzerland
$5K -$4.98K -34 -46%
TRCT
38
Tower Research Capital (TRC)
New York
$3K -$7.17K -49 -71%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$2K -$44.1K -301 -95%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.8K -$1.02K -7 -33%
Creative Planning
41
Creative Planning
Kansas
$1K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$1K +$879 +6 New
GSC
43
Ground Swell Capital
South Carolina
$1K +$1.46K +10 New
Invesco
44
Invesco
Georgia
-$11.7M -52,631 Closed
RCM
45
RA Capital Management
Massachusetts
-$4.54M -20,417 Closed
Millennium Management
46
Millennium Management
New York
-$3M -13,457 Closed
State Street
47
State Street
Massachusetts
-$1.54M -6,924 Closed
BIT
48
BlackRock Institutional Trust
California
-$1.25M -5,605 Closed
TCIM
49
TIAA CREF Investment Management
New York
-$476K -2,140 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$395K -1,776 Closed

LITS Hedge Fund Activity: Q2 2014 in Review

43 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Lite Strategy Inc (LITS) for Q2 2014, worth a combined $84.4M — down 49% from $164M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LITS and 10 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Franklin Resources, adding an estimated $3.41M. The largest seller was Invesco, exiting entirely with an estimated $11.7M sold.

  • 43 institutional investors held Lite Strategy Inc (LITS) as of Q2 2014, down from 50 in Q1 2014.
  • Funds reported $84.4M of Lite Strategy Inc stock for Q2 2014, down 49% quarter-over-quarter.
  • 10 funds opened new Lite Strategy Inc positions in Q2 2014 and 17 closed out, a net change of -7 holders.
  • The largest Lite Strategy Inc buyer in Q2 2014 was Franklin Resources, an estimated $3.41M added.
  • The largest Lite Strategy Inc seller in Q2 2014 was Invesco, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2014.