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LUB

Luby's Inc.

Delisted

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

40 hedge funds and large institutions have $27.4M invested in Luby's Inc. in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4240 (-2)

10% less capital invested

Capital invested by funds: $30.4M → $27.4M (-$3M)

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)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
5
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.94M -$2.14K -806 -0%
HCM
2
Hodges Capital Management
Texas
$4.68M -$112K -41,945 -2%
BP
3
Bandera Partners
New York
$3.9M
SS
4
Sunbelt Securities
Texas
$2.72M
GWI
5
Grace & White Inc
New York
$1.71M
BlackRock
6
BlackRock
New York
$1.47M +$22.2K +8,344 +1%
HCS
7
Harvest Capital Strategies
California
$1.29M -$532K -200,000 -29%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.29M -$1.21K -455 -0.1%
KCM
9
Kennedy Capital Management
Missouri
$804K -$474K -178,249 -36%
Renaissance Technologies
10
Renaissance Technologies
New York
$664K +$121K +45,598 +22%
BCM
11
Bridgeway Capital Management
Texas
$617K -$24.2K -9,100 -4%
AA
12
Ancora Advisors
Ohio
$469K
AF
13
Aegis Financial
Virginia
$363K -$1.06K -400 -0.3%
MAM
14
Marquette Asset Management
Minnesota
$188K +$193K +72,549 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$180K
Northern Trust
16
Northern Trust
Illinois
$153K
Millennium Management
17
Millennium Management
New York
$132K -$36.7K -13,800 -21%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$118K
TRCT
19
Tower Research Capital (TRC)
New York
$106K +$25K +9,411 +30%
SRAM
20
Stone Ridge Asset Management
New York
$95K -$53.6K -20,169 -35%
AWS
21
AJ Wealth Strategies
New York
$82K +$84.4K +31,746 New
First Manhattan
22
First Manhattan
New York
$71K
Deutsche Bank
23
Deutsche Bank
Germany
$64K +$65.8K +24,752 +50,514%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$61K -$15K -5,639 -19%
US Bancorp
25
US Bancorp
Minnesota
$60K

LUB Hedge Fund Activity: Q2 2018 in Review

40 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Luby's Inc. (LUB) for Q2 2018, worth a combined $27.4M — down 9.9% from $30.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LUB and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 5 added.

The largest buyer was Marquette Asset Management, opening a new position worth an estimated $193K. The largest seller was Harvest Capital Strategies, cutting an estimated $532K.

  • 40 institutional investors held Luby's Inc. (LUB) as of Q2 2018, down from 42 in Q1 2018.
  • Funds reported $27.4M of Luby's Inc. stock for Q2 2018, down 9.9% quarter-over-quarter.
  • 4 funds opened new Luby's Inc. positions in Q2 2018 and 5 closed out, a net change of -1 holder.
  • The largest Luby's Inc. buyer in Q2 2018 was Marquette Asset Management, an estimated $193K added.
  • The largest Luby's Inc. seller in Q2 2018 was Harvest Capital Strategies, an estimated $532K sold.

Based on aggregated 13F filings for Q2 2018.