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Luxfer Holdings

50 hedge funds and large institutions have $286M invested in Luxfer Holdings in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 4850 (+2)

2.78% more ownership

Funds ownership: 81.48%84.26% (+2.8%)

14% less capital invested

Capital invested by funds: $334M → $286M (-$48M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
5
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
26
TD Asset Management
Ontario, Canada
$538K +$34.1K +2,400 +6%
RG
27
Renaissance Group
Kentucky
$526K +$74.4K +5,239 +15%
OAM
28
Oxford Asset Management
United Kingdom
$468K -$173K -12,161 -25%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$442K
UBS Group
30
UBS Group
Switzerland
$374K -$326K -22,979 -44%
HCMT
31
Highland Capital Management (Texas)
Texas
$360K
JP Morgan Chase
32
JP Morgan Chase
New York
$339K -$55.7K -3,918 -13%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$326K -$61.3K -4,314 -14%
PPA
34
Parametric Portfolio Associates
Washington
$238K +$7.26K +511 +3%
State Street
35
State Street
Massachusetts
$215K -$82.4K -5,800 -26%
AG
36
Aperio Group
California
$188K +$142 +10 +0.1%
IRC
37
Investors Research Corp
Georgia
$186K
RC
38
RBF Capital
California
$178K
SGAM
39
Smith Group Asset Management
Texas
$173K -$6.75K -475 -3%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$163K +$181K +12,764 New
FMT
41
First Mercantile Trust
Tennessee
$148K -$1.56K -110 -0.9%
BEAM
42
Baker Ellis Asset Management
Washington
$128K
Russell Investments Group
43
Russell Investments Group
United Kingdom
$56K -$89.2K -6,276 -59%
UBS AM
44
UBS AM
Illinois
$33.1K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$22K
PA
46
Parallel Advisors
California
$8K
Bank of America
47
Bank of America
North Carolina
$7K -$12K -845 -60%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$7K +$1.34K +94 +21%
IA
49
IFP Advisors
Florida
$6K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$5K -$163K -11,500 -97%

LXFR Hedge Fund Activity: Q1 2018 in Review

50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q1 2018, worth a combined $286M — down 14% from $334M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LXFR positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Harber Asset Management, opening a new position worth an estimated $10.8M. The largest seller was Archer Capital Management, cutting an estimated $1.17M.

  • 50 institutional investors held Luxfer Holdings (LXFR) as of Q1 2018, up from 48 in Q4 2017.
  • Funds reported $286M of Luxfer Holdings stock for Q1 2018, down 14% quarter-over-quarter.
  • 5 funds opened new Luxfer Holdings positions in Q1 2018 and 2 closed out, a net change of +3 holders.
  • The largest Luxfer Holdings buyer in Q1 2018 was Harber Asset Management, an estimated $10.8M added.
  • The largest Luxfer Holdings seller in Q1 2018 was Archer Capital Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2018.