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LUB

Luby's Inc.

Delisted

LUB was delisted on the 27th of May, 2022.

64 hedge funds and large institutions have $74.3M invested in Luby's Inc. in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more funds holding

Funds holding: 5764 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $82.4M → $74.3M (-$8.13M)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
13
Reduced
22
Closed
8
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hodges Capital Management
Texas
$14M -$104K -19,393 -0.8%
TAM
2
THB Asset Management
Connecticut
$13.9M +$210K +39,110 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.4M +$41.1K +7,649 +0.4%
BP
4
Bandera Partners
New York
$10.3M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.97M -$167K -30,999 -6%
BIT
6
BlackRock Institutional Trust
California
$2.91M -$1.01M -188,761 -28%
HCS
7
Harvest Capital Strategies
California
$2.71M +$317K +59,000 +15%
GWI
8
Grace & White Inc
New York
$1.91M +$637K +118,477 +57%
AF
9
Aegis Financial
Virginia
$1.85M
Northern Trust
10
Northern Trust
Illinois
$1.23M -$252K -46,856 -18%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$1.11M -$401K -74,640 -28%
FDS
12
First Dallas Securities
Texas
$959K -$16.4K -3,050 -2%
BCM
13
Bridgeway Capital Management
Texas
$950K +$10.8K +2,000 +1%
AA
14
Ancora Advisors
Ohio
$616K +$72.3K +13,454 +15%
Deutsche Bank
15
Deutsche Bank
Germany
$578K +$474K +88,105 +849%
PP
16
Paloma Partners
Connecticut
$505K +$462K +85,903 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$359K -$50.6K -9,420 -13%
COPPSERS
18
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$334K +$305K +56,786 New
Citadel Advisors
19
Citadel Advisors
Florida
$329K +$301K +55,938 New
PPA
20
Parametric Portfolio Associates
Washington
$304K -$22.7K -4,229 -8%
BFA
21
BlackRock Fund Advisors
California
$299K -$2.7M -502,854 -91%
First Manhattan
22
First Manhattan
New York
$282K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$268K
US Bancorp
24
US Bancorp
Minnesota
$265K +$138K +25,700 +133%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$250K

LUB Hedge Fund Activity: Q2 2014 in Review

64 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Luby's Inc. (LUB) for Q2 2014, worth a combined $74.3M — down 9.9% from $82.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LUB positions and 8 closed out — a net gain of 7 holders — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Grace & White Inc, adding an estimated $637K. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.7M.

  • 64 institutional investors held Luby's Inc. (LUB) as of Q2 2014, up from 57 in Q1 2014.
  • Funds reported $74.3M of Luby's Inc. stock for Q2 2014, down 9.9% quarter-over-quarter.
  • 15 funds opened new Luby's Inc. positions in Q2 2014 and 8 closed out, a net change of +7 holders.
  • The largest Luby's Inc. buyer in Q2 2014 was Grace & White Inc, an estimated $637K added.
  • The largest Luby's Inc. seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.7M sold.

Based on aggregated 13F filings for Q2 2014.