We are live on ! Find out more
LUX

Luxottica Group
LUX

Delisted

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

Back to rankings

135 hedge funds and large institutions have $436M invested in Luxottica Group in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $826K

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $425M → $436M (+$10.4M)

0% more funds holding

Funds holding: 135 → 135 (0)

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
3.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
34
Closed
15
Calls
$1.87M
Puts
$826K
Net Calls
+$1.04M
Net Calls Change
+$5.17M

Top Buyers

Rank Fund Capital Flow
1
BFM
Boston Financial Management
Massachusetts
+$9.69M
2
ECM
Ensemble Capital Management
California
+$3.89M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$3.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M
5
WCM Investment Management
WCM Investment Management
California
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.8M
2
Invesco
Invesco
Georgia
-$5.56M
3
Bank of America
Bank of America
North Carolina
-$2.48M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
-$2.45M
5
Morgan Stanley
Morgan Stanley
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$130K +$125K +2,347 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$129K +$907 +17 +0.7%
CAW
103
Cornerstone Advisors (Washington)
Washington
$122K – – –
MCM
104
MV Capital Management
Maryland
$121K – – –
PA
105
Parallel Advisors
California
$115K +$3.58K +67 +4%
DADC
106
D.A. Davidson & Co
Montana
$112K -$36.7K -687 -25%
IA
107
IFP Advisors
Florida
$67K – – –
NSIM
108
North Star Investment Management
Illinois
$55K – – –
CGT
109
Capital Guardian Trust
California
$50K – – –
LWCFA
110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
PCP
111
Proficio Capital Partners
Massachusetts
$46K +$22.7K +426 +128%
QCG
112
Quadrant Capital Group
Ohio
$37K +$2.35K +44 +6%
SIM
113
Sonora Investment Management
Arizona
$33K – – –
EFSCE
114
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$3.31K -62 -9%
AIP
115
Ameritas Investment Partners
Nebraska
$33K – – –
AAP
116
Arax Advisory Partners
Colorado
$33K +$3.74K +70 +13%
Creative Planning
117
Creative Planning
Kansas
$32K -$5.02K -94 -14%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$24K +$8.97K +168 +61%
Barclays
119
Barclays
United Kingdom
$22K +$21.4K +400 New
IPC
120
Independent Portfolio Consultants
Florida
$20K -$9.34K -175 -32%
AAM
121
Advisors Asset Management
Colorado
$18K -$88.6K -1,660 -84%
FMII
122
Farmers & Merchants Investments Inc
Nebraska
$16K +$2.51K +47 +19%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K -$3.36K -63 -23%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$12K +$6.78K +127 +140%
RFA
125
Reilly Financial Advisors
California
$8K – – –
2 3 4
5
6

LUX Hedge Fund Activity: Q1 2017 in Review

135 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Luxottica Group (LUX) for Q1 2017, worth a combined $436M — up 2.4% from $425M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LUX positions and 15 closed out — a net gain of 1 holder — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Boston Financial Management, adding an estimated $9.69M. The largest seller was Neuberger Berman Group, cutting an estimated $10.8M.

  • 135 institutional investors held Luxottica Group (LUX) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $436M of Luxottica Group stock for Q1 2017, up 2.4% quarter-over-quarter.
  • 16 funds opened new Luxottica Group positions in Q1 2017 and 15 closed out, a net change of +1 holder.
  • The largest Luxottica Group buyer in Q1 2017 was Boston Financial Management, an estimated $9.69M added.
  • The largest Luxottica Group seller in Q1 2017 was Neuberger Berman Group, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2017.