Luxottica Group
LUX
LUX was delisted on the 16th of June, 2017.
48 hedge funds and large institutions have $241M invested in Luxottica Group in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 90 closing their positions.
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
45% less capital invested
Capital invested by funds: $436M → $241M (-$195M)
64% less funds holding
Funds holding: 135 → 48 (-87)
97% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$8.49M |
| 2 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$3.56M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$816K |
| 4 |
WIS
Wright Investors Service
Shelton,
Connecticut
|
+$757K |
| 5 |
SGI
Summit Global Investments
Bountiful,
Utah
|
+$614K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
-$99.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$23.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.6M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$6.43M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$4.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IPC
126
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$20K | -365 | Closed |
|
|
AAM
127
Advisors Asset Management
Monument,
Colorado
| – | -$18K | -320 | Closed |
|
|
FMII
128
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$16K | -289 | Closed |
|
|
WAM
129
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$12K | -218 | Closed |
|
130
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$12K | -209 | Closed |
|
|
RFA
131
Reilly Financial Advisors
La Mesa,
California
| – | -$8K | -144 | Closed |
|
|
FANJ
132
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -108 | Closed |
|
|
ZB
133
Zions Bancorporation
Salt Lake City,
Utah
| – | -$4K | -82 | Closed |
|
|
LIA
134
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$3K | -60 | Closed |
|
|
NFG
135
Next Financial Group
Houston,
Texas
| – | -$3K | -50 | Closed |
|
|
AIM
136
Acrospire Investment Management
Chicago,
Illinois
| – | -$1K | -12 | Closed |
|
LUX Hedge Fund Activity: Q2 2017 in Review
48 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Luxottica Group (LUX) for Q2 2017, worth a combined $241M — down 45% from $436M a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of LUX and 3 opened new positions — a net loss of 87 holders — while 18 trimmed existing stakes and 14 added.
The largest buyer was WCM Investment Management, adding an estimated $8.49M. The largest seller was Marathon Asset Management (UK), exiting entirely with an estimated $99.6M sold.
- 48 institutional investors held Luxottica Group (LUX) as of Q2 2017, down from 135 in Q1 2017.
- Funds reported $241M of Luxottica Group stock for Q2 2017, down 45% quarter-over-quarter.
- 3 funds opened new Luxottica Group positions in Q2 2017 and 90 closed out, a net change of -87 holders.
- The largest Luxottica Group buyer in Q2 2017 was WCM Investment Management, an estimated $8.49M added.
- The largest Luxottica Group seller in Q2 2017 was Marathon Asset Management (UK), an estimated $99.6M sold.
Based on aggregated 13F filings for Q2 2017.