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LUB

Luby's Inc.

Delisted

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

57 hedge funds and large institutions have $64.6M invested in Luby's Inc. in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 6457 (-7)

13% less capital invested

Capital invested by funds: $74.3M → $64.6M (-$9.69M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $569K

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
19
Closed
11
Calls
Puts
$569K
Net Calls
-$569K
Net Calls Change
-$513K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
THB Asset Management
Connecticut
$12.9M +$289K +54,885 +2%
HCM
2
Hodges Capital Management
Texas
$12.7M +$42.1K +8,000 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.1M -$120K -22,864 -1%
BP
4
Bandera Partners
New York
$9.3M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.77M +$81K +15,400 +3%
BIT
6
BlackRock Institutional Trust
California
$2.72M +$91.2K +17,343 +4%
HCS
7
Harvest Capital Strategies
California
$2.47M +$22.3K +4,249 +0.9%
GWI
8
Grace & White Inc
New York
$1.71M -$18.3K -3,482 -1%
AF
9
Aegis Financial
Virginia
$1.68M
BCM
10
Bridgeway Capital Management
Texas
$971K +$110K +20,900 +13%
FDS
11
First Dallas Securities
Texas
$851K -$16.3K -3,100 -2%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$787K -$219K -41,574 -22%
AA
13
Ancora Advisors
Ohio
$557K
PG
14
PEAK6 Group
Illinois
$397K +$199K +37,810 +103%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$316K -$8.77K -1,668 -3%
Northern Trust
16
Northern Trust
Illinois
$276K -$829K -157,659 -75%
PPA
17
Parametric Portfolio Associates
Washington
$274K -$216 -41 -0.1%
BFA
18
BlackRock Fund Advisors
California
$252K -$18.1K -3,434 -7%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$243K
US Bancorp
20
US Bancorp
Minnesota
$239K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$226K
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
$192K +$56.8K +10,800 +43%
First Manhattan
23
First Manhattan
New York
$179K -$74.9K -14,250 -30%
Goldman Sachs
24
Goldman Sachs
New York
$155K +$16.7K +3,169 +12%
LP
25
LMR Partners
United Kingdom
$140K -$79.2K -15,061 -36%

LUB Hedge Fund Activity: Q3 2014 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Luby's Inc. (LUB) for Q3 2014, worth a combined $64.6M — down 13% from $74.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LUB and 4 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was THB Asset Management, adding an estimated $289K. The largest seller was Northern Trust, cutting an estimated $829K.

  • 57 institutional investors held Luby's Inc. (LUB) as of Q3 2014, down from 64 in Q2 2014.
  • Funds reported $64.6M of Luby's Inc. stock for Q3 2014, down 13% quarter-over-quarter.
  • 4 funds opened new Luby's Inc. positions in Q3 2014 and 11 closed out, a net change of -7 holders.
  • The largest Luby's Inc. buyer in Q3 2014 was THB Asset Management, an estimated $289K added.
  • The largest Luby's Inc. seller in Q3 2014 was Northern Trust, an estimated $829K sold.

Based on aggregated 13F filings for Q3 2014.