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Luxfer Holdings

42 hedge funds and large institutions have $302M invested in Luxfer Holdings in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0.1% less ownership

Funds ownership: 84.74%84.64% (-0.1%)

11% less funds holding

Funds holding: 4742 (-5)

12% less capital invested

Capital invested by funds: $343M → $302M (-$41.9M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
4
Increased
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$420K +$429K +31,416 New
JGUA
27
John G. Ullman & Associates
New York
$417K -$41K -3,000 -9%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$290K +$5.46K +400 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$235K +$240K +17,569 New
State Street
30
State Street
Massachusetts
$220K +$7.58K +555 +3%
Invesco
31
Invesco
Georgia
$159K +$14.7K +1,079 +10%
APCM
32
Arbiter Partners Capital Management
New York
$134K
Morgan Stanley
33
Morgan Stanley
New York
$60K +$46.1K +3,376 +305%
VLKIM
34
Van Lanschot Kempen Investment Management
Netherlands
$55K
UBS Group
35
UBS Group
Switzerland
$44K +$15.1K +1,103 +50%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$26K +$27.3K +2,000 New
Deutsche Bank
37
Deutsche Bank
Germany
$22K +$22.8K +1,671 +5,762%
TRCT
38
Tower Research Capital (TRC)
New York
$12K +$5.39K +395 +78%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$5K -$40.6K -2,977 -88%
Norges Bank
40
Norges Bank
Norway
$5K
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.01K
ACH
42
ArrowMark Colorado Holdings
Colorado
-$1.19M -79,696 Closed
MSA
43
Mason Street Advisors
Wisconsin
-$1.12M -75,100 Closed
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
-$296K -19,808 Closed
RG
45
Renaissance Group
Kentucky
-$210K -14,070 Closed
PPA
46
Parametric Portfolio Associates
Washington
-$167K -11,155 Closed
GCP
47
GSA Capital Partners
United Kingdom
-$155K -10,400 Closed
BJ
48
BlackRock Japan
Japan
-$149K -9,964 Closed
Bank of America
49
Bank of America
North Carolina
-$1K -100 Closed
Citigroup
50
Citigroup
New York
+$437 +32 New

LXFR Hedge Fund Activity: Q1 2015 in Review

42 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q1 2015, worth a combined $302M — down 12% from $343M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LXFR and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Archer Capital Management, adding an estimated $6.15M. The largest seller was Fidelity Investments, cutting an estimated $3.02M.

  • 42 institutional investors held Luxfer Holdings (LXFR) as of Q1 2015, down from 47 in Q4 2014.
  • Funds reported $302M of Luxfer Holdings stock for Q1 2015, down 12% quarter-over-quarter.
  • 4 funds opened new Luxfer Holdings positions in Q1 2015 and 8 closed out, a net change of -4 holders.
  • The largest Luxfer Holdings buyer in Q1 2015 was Archer Capital Management, an estimated $6.15M added.
  • The largest Luxfer Holdings seller in Q1 2015 was Fidelity Investments, an estimated $3.02M sold.

Based on aggregated 13F filings for Q1 2015.