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LUX

Luxottica Group
LUX

Delisted

LUX was delisted on the 16th of June, 2017.

119 hedge funds and large institutions have $653M invested in Luxottica Group in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 126119 (-7)

9% less capital invested

Capital invested by funds: $718M → $653M (-$64.9M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

44% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 50

60% less call options, than puts

Call options by funds: $809K | Put options by funds: $2.03M

Holders
119
Holders Change
-7
Holders Change %
-5.56%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
28
Reduced
50
Closed
17
Calls
$809K
Puts
$2.03M
Net Calls
-$1.22M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$2.39M -$336K -6,481 -13%
WAM
27
World Asset Management
Michigan
$1.79M -$501K -9,656 -23%
U
28
UBS
Switzerland
$1.66M +$378K +7,285 +31%
Comerica Bank
29
Comerica Bank
Texas
$1.56M -$386K -7,433 -20%
RNS
30
Robert N. Shapiro
$1.5M -$301K -5,804 -17%
RHBC
31
R.H. Bluestein & Co
Michigan
$1.45M -$267K -5,150 -16%
RJA
32
Raymond James & Associates
Florida
$1.31M -$213K -4,115 -15%
CCM
33
Carderock Capital Management
Maryland
$1.25M -$16.9K -325 -1%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.22M -$21.3K -410 -2%
Ameriprise
35
Ameriprise
Minnesota
$1.14M +$194K +3,749 +21%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.13M -$46.9K -904 -4%
WT
37
Wilmington Trust
Delaware
$1.08M -$123K -2,375 -11%
BFS
38
Bradley Foster & Sargent
Connecticut
$1.08M +$776K +14,970 +294%
Goldman Sachs
39
Goldman Sachs
New York
$1.07M -$116K -2,235 -10%
MAM
40
Martingale Asset Management
Massachusetts
$961K
Bank of New York Mellon
41
Bank of New York Mellon
New York
$932K -$119K -2,300 -12%
ACM
42
Azimuth Capital Management
Michigan
$929K -$1.37M -26,425 -61%
CAM
43
Capstone Asset Management
Texas
$925K -$16.6K -320 -2%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$924K -$2.2M -42,511 -71%
NA
45
Navellier & Associates
Nevada
$891K -$758K -14,614 -47%
AAM
46
Azzad Asset Management
Virginia
$877K +$31K +597 +4%
AAM
47
Advisors Asset Management
Colorado
$864K -$426K -8,214 -34%
GC
48
Gratry & Company
Ohio
$749K -$2.59M -49,925 -78%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$746K -$2.25M -43,339 -76%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$739K +$19.2K +371 +3%

LUX Hedge Fund Activity: Q4 2013 in Review

119 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Luxottica Group (LUX) for Q4 2013, worth a combined $653M — down 9% from $718M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LUX and 11 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 28 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $12.6M. The largest seller was Scout Investments, cutting an estimated $43.1M.

  • 119 institutional investors held Luxottica Group (LUX) as of Q4 2013, down from 126 in Q3 2013.
  • Funds reported $653M of Luxottica Group stock for Q4 2013, down 9% quarter-over-quarter.
  • 11 funds opened new Luxottica Group positions in Q4 2013 and 17 closed out, a net change of -6 holders.
  • The largest Luxottica Group buyer in Q4 2013 was EARNEST Partners, an estimated $12.6M added.
  • The largest Luxottica Group seller in Q4 2013 was Scout Investments, an estimated $43.1M sold.

Based on aggregated 13F filings for Q4 2013.