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LSI

LSI CORPORATION

Delisted

LSI was delisted on the 6th of May, 2014.

420 hedge funds and large institutions have $5.04B invested in LSI CORPORATION in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 100 increasing their positions, 161 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

64% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $13.9M

52% more capital invested

Capital invested by funds: $3.33B → $5.04B (+$1.72B)

42% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 66

6% more funds holding

Funds holding: 396420 (+24)

38% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 161

Holders
420
Holders Change
+24
Holders Change %
+6.06%
% of All Funds
12.19%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.26%
New
94
Increased
100
Reduced
161
Closed
66
Calls
$22.9M
Puts
$13.9M
Net Calls
+$8.96M
Net Calls Change
+$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M -$56.8M -6,671,003 -15%
Boston Partners
2
Boston Partners
Massachusetts
$389M +$98.5M +11,562,700 +49%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M +$220M +25,797,138 +311%
State Street
4
State Street
Massachusetts
$265M -$4.4M -516,458 -2%
HI
5
HBK Investments
Texas
$264M +$204M +23,967,832 New
Morgan Stanley
6
Morgan Stanley
New York
$177M +$127M +14,928,306 +1,313%
Citadel Advisors
7
Citadel Advisors
Florida
$171M -$23.9M -2,801,663 -15%
BIT
8
BlackRock Institutional Trust
California
$167M -$5.71M -669,720 -4%
AQR Capital Management
9
AQR Capital Management
Connecticut
$163M +$68.9M +8,088,581 +120%
IAM
10
Iridian Asset Management
Connecticut
$131M -$127M -14,933,461 -56%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$107M -$101M -11,866,024 -55%
OAM
12
Oxford Asset Management
United Kingdom
$97.2M +$60.2M +7,063,356 +402%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$89.2M -$31.5M -3,693,658 -31%
BFA
14
BlackRock Fund Advisors
California
$83.5M +$1.61M +188,859 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$77.5M -$2.22M -260,222 -4%
Northern Trust
16
Northern Trust
Illinois
$74.1M -$479K -56,282 -0.8%
AAA
17
Alpine Associates Advisors
New Jersey
$72.5M +$56M +6,573,900 New
PA
18
Pinnacle Associates
New York
$60.3M -$1.1M -128,909 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$54.2M +$1.97M +231,529 +5%
Barclays
20
Barclays
United Kingdom
$54.2M +$35.3M +4,140,014 +528%
Prudential Financial
21
Prudential Financial
New Jersey
$53.7M -$24M -2,821,300 -37%
ClearBridge Investments
22
ClearBridge Investments
New York
$52.6M -$991K -116,295 -2%
NIMC
23
NWQ Investment Management Company
California
$52.5M -$35.7M -4,192,785 -47%
BG
24
BlackRock Group
United Kingdom
$51M +$4M +469,219 +11%
WIC
25
Water Island Capital
New York
$50.2M +$38.8M +4,551,008 New

LSI Hedge Fund Activity: Q4 2013 in Review

420 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LSI CORPORATION (LSI) for Q4 2013, worth a combined $5.04B — up 52% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new LSI positions and 66 closed out — a net gain of 28 holders — while 100 added to existing stakes and 161 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was Iridian Asset Management, cutting an estimated $127M.

  • 420 institutional investors held LSI CORPORATION (LSI) as of Q4 2013, up from 396 in Q3 2013.
  • Funds reported $5.04B of LSI CORPORATION stock for Q4 2013, up 52% quarter-over-quarter.
  • 94 funds opened new LSI CORPORATION positions in Q4 2013 and 66 closed out, a net change of +28 holders.
  • The largest LSI CORPORATION buyer in Q4 2013 was Fidelity Investments, an estimated $220M added.
  • The largest LSI CORPORATION seller in Q4 2013 was Iridian Asset Management, an estimated $127M sold.

Based on aggregated 13F filings for Q4 2013.