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LUB

Luby's Inc.

Delisted

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

53 hedge funds and large institutions have $61.3M invested in Luby's Inc. in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

6% more funds holding

Funds holding: 5053 (+3)

3% less capital invested

Capital invested by funds: $63.2M → $61.3M (-$1.93M)

3% less call options, than puts

Call options by funds: $95K | Put options by funds: $98K

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
17
Reduced
11
Closed
4
Calls
$95K
Puts
$98K
Net Calls
-$3K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.5M +$1.48M +282,227 +14%
TAM
2
THB Asset Management
Connecticut
$11M -$558K -106,425 -4%
HCM
3
Hodges Capital Management
Texas
$9.43M -$1.28M -243,650 -11%
BP
4
Bandera Partners
New York
$8.27M -$224K -42,661 -2%
HCS
5
Harvest Capital Strategies
California
$3.15M +$446K +85,000 +15%
BCM
6
Bridgeway Capital Management
Texas
$2.91M +$1.78M +339,000 +130%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.62M +$19.8K +3,785 +0.7%
BIT
8
BlackRock Institutional Trust
California
$2.61M +$37.4K +7,135 +1%
GWI
9
Grace & White Inc
New York
$1.73M
AF
10
Aegis Financial
Virginia
$1.53M
SS
11
Sunbelt Securities
Texas
$1.21M
AA
12
Ancora Advisors
Ohio
$654K +$707K +134,847 New
EEG
13
E.E. Geduld
$461K +$210K +40,000 +73%
Morgan Stanley
14
Morgan Stanley
New York
$424K +$213K +40,577 +87%
Renaissance Technologies
15
Renaissance Technologies
New York
$305K +$63.4K +12,100 +24%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$288K
BFA
17
BlackRock Fund Advisors
California
$263K +$34.2K +6,526 +14%
UCFA
18
United Capital Financial Advisors
Texas
$256K +$62.9K +11,997 +29%
FDS
19
First Dallas Securities
Texas
$221K -$318K -60,700 -57%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$221K
US Bancorp
21
US Bancorp
Minnesota
$218K
Northern Trust
22
Northern Trust
Illinois
$213K -$26.7K -5,087 -10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$207K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$202K +$4.88K +931 +2%
First Manhattan
25
First Manhattan
New York
$160K

LUB Hedge Fund Activity: Q2 2015 in Review

53 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Luby's Inc. (LUB) for Q2 2015, worth a combined $61.3M — down 3.1% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LUB positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.78M. The largest seller was Hodges Capital Management, cutting an estimated $1.28M.

  • 53 institutional investors held Luby's Inc. (LUB) as of Q2 2015, up from 50 in Q1 2015.
  • Funds reported $61.3M of Luby's Inc. stock for Q2 2015, down 3.1% quarter-over-quarter.
  • 7 funds opened new Luby's Inc. positions in Q2 2015 and 4 closed out, a net change of +3 holders.
  • The largest Luby's Inc. buyer in Q2 2015 was Bridgeway Capital Management, an estimated $1.78M added.
  • The largest Luby's Inc. seller in Q2 2015 was Hodges Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2015.