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LUB

Luby's Inc.

Delisted

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

66 hedge funds and large institutions have $54.9M invested in Luby's Inc. in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 6766 (-1)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $65.7M → $54.9M (-$10.9M)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
16
Reduced
18
Closed
7
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hodges Capital Management
Texas
$12.4M -$383K -84,480 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.1M -$19.6K -4,325 -0.2%
BP
3
Bandera Partners
New York
$7.21M -$67.8K -14,955 -0.9%
BIT
4
BlackRock Institutional Trust
California
$2.98M -$821K -181,152 -21%
HCS
5
Harvest Capital Strategies
California
$2.84M +$19.2K +4,237 +0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.67M +$77K +16,990 +3%
BCM
7
Bridgeway Capital Management
Texas
$2.42M -$222K -49,000 -8%
BFA
8
BlackRock Fund Advisors
California
$2.32M +$147K +32,446 +6%
GWI
9
Grace & White Inc
New York
$1.65M
AF
10
Aegis Financial
Virginia
$1.1M
SS
11
Sunbelt Securities
Texas
$1.08M
State Street
12
State Street
Massachusetts
$944K +$325K +71,713 +48%
Northern Trust
13
Northern Trust
Illinois
$916K -$10.3K -2,264 -1%
Renaissance Technologies
14
Renaissance Technologies
New York
$858K +$66.2K +14,600 +8%
AA
15
Ancora Advisors
Ohio
$832K +$90.6K +20,000 +12%
Morgan Stanley
16
Morgan Stanley
New York
$469K -$177K -38,983 -26%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$379K +$31.5K +6,958 +9%
BIM
18
BlackRock Investment Management
Delaware
$334K -$952 -210 -0.3%
GCP
19
GSA Capital Partners
United Kingdom
$269K +$107K +23,574 +60%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$260K -$19.3K -4,258 -7%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$228K -$54.4K -11,997 -18%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$196K
EEG
23
E.E. Geduld
$193K
US Bancorp
24
US Bancorp
Minnesota
$193K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$185K +$2.27K +500 +1%

LUB Hedge Fund Activity: Q3 2016 in Review

66 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Luby's Inc. (LUB) for Q3 2016, worth a combined $54.9M — down 17% from $65.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LUB and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was State Street, adding an estimated $325K. The largest seller was BlackRock Institutional Trust, cutting an estimated $821K.

  • 66 institutional investors held Luby's Inc. (LUB) as of Q3 2016, down from 67 in Q2 2016.
  • Funds reported $54.9M of Luby's Inc. stock for Q3 2016, down 17% quarter-over-quarter.
  • 6 funds opened new Luby's Inc. positions in Q3 2016 and 7 closed out, a net change of -1 holder.
  • The largest Luby's Inc. buyer in Q3 2016 was State Street, an estimated $325K added.
  • The largest Luby's Inc. seller in Q3 2016 was BlackRock Institutional Trust, an estimated $821K sold.

Based on aggregated 13F filings for Q3 2016.