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LUB

Luby's Inc.

Delisted

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

52 hedge funds and large institutions have $59.9M invested in Luby's Inc. in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

2% less capital invested

Capital invested by funds: $61.3M → $59.9M (-$1.38M)

2% less funds holding

Funds holding: 5352 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $92K

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
16
Reduced
9
Closed
5
Calls
Puts
$92K
Net Calls
-$92K
Net Calls Change
-$89K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hodges Capital Management
Texas
$14.4M +$4.73M +960,500 +49%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.8M -$22.2K -4,500 -0.2%
BP
3
Bandera Partners
New York
$8.47M
BIT
4
BlackRock Institutional Trust
California
$3.75M +$1.06M +215,037 +40%
HCS
5
Harvest Capital Strategies
California
$3.23M
BCM
6
Bridgeway Capital Management
Texas
$3.05M +$66.5K +13,500 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.76M +$68.5K +13,899 +3%
TAM
8
THB Asset Management
Connecticut
$1.98M -$9.2M -1,867,234 -82%
GWI
9
Grace & White Inc
New York
$1.78M
AF
10
Aegis Financial
Virginia
$1.57M
SS
11
Sunbelt Securities
Texas
$1.24M
AA
12
Ancora Advisors
Ohio
$772K +$101K +20,500 +15%
Morgan Stanley
13
Morgan Stanley
New York
$681K +$245K +49,784 +57%
Renaissance Technologies
14
Renaissance Technologies
New York
$396K +$82.8K +16,800 +27%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$311K +$15.2K +3,079 +5%
EEG
16
E.E. Geduld
$284K -$187K -37,942 -40%
BFA
17
BlackRock Fund Advisors
California
$263K -$6.89K -1,398 -3%
Northern Trust
18
Northern Trust
Illinois
$261K +$42.1K +8,545 +19%
FIM
19
Freedom Investment Management
Connecticut
$250K +$6.93K +1,406 +9%
UCFA
20
United Capital Financial Advisors
Texas
$240K -$21.6K -4,389 -8%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$227K
US Bancorp
22
US Bancorp
Minnesota
$224K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$213K +$754 +153 +0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$185K -$21.6K -4,389 -11%
BG
25
BlackRock Group
United Kingdom
$166K +$69.1K +14,012 +73%

LUB Hedge Fund Activity: Q3 2015 in Review

52 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Luby's Inc. (LUB) for Q3 2015, worth a combined $59.9M — down 2.2% from $61.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LUB and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 16 added.

The largest buyer was Hodges Capital Management, adding an estimated $4.73M. The largest seller was THB Asset Management, cutting an estimated $9.2M.

  • 52 institutional investors held Luby's Inc. (LUB) as of Q3 2015, down from 53 in Q2 2015.
  • Funds reported $59.9M of Luby's Inc. stock for Q3 2015, down 2.2% quarter-over-quarter.
  • 4 funds opened new Luby's Inc. positions in Q3 2015 and 5 closed out, a net change of -1 holder.
  • The largest Luby's Inc. buyer in Q3 2015 was Hodges Capital Management, an estimated $4.73M added.
  • The largest Luby's Inc. seller in Q3 2015 was THB Asset Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q3 2015.