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Luxfer Holdings

79 hedge funds and large institutions have $647M invested in Luxfer Holdings in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $452M → $647M (+$196M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 8379 (-4)

6.53% less ownership

Funds ownership: 96.73%90.19% (-6.5%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
23
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$2.66M -$877K -43,716 -29%
Wells Fargo
27
Wells Fargo
California
$2.56M -$71.8K -3,575 -3%
EIM
28
Essex Investment Management
Massachusetts
$2.52M -$67.9K -3,385 -3%
RJA
29
Raymond James & Associates
Florida
$2.17M +$1.75M +87,012 New
FTCM
30
First Trust Capital Management
Illinois
$2.13M -$2.58M -128,695 -60%
Marshall Wace
31
Marshall Wace
United Kingdom
$1.69M -$2.73M -135,762 -67%
TEE
32
Tibra Equities Europe
United Kingdom
$1.63M +$1.31M +65,094 New
Deutsche Bank
33
Deutsche Bank
Germany
$1.59M -$118K -5,862 -8%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.55M -$575K -28,653 -32%
Millennium Management
35
Millennium Management
New York
$1.52M -$853K -42,509 -41%
RG
36
Renaissance Group
Kentucky
$1.12M -$8.05K -401 -0.9%
GIP
37
Granite Investment Partners
California
$1.07M +$403K +20,060 +88%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$999K -$307K -15,300 -28%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$944K
BIM
40
Bogle Investment Management
Massachusetts
$939K +$755K +37,595 New
MPAM
41
Monarch Partners Asset Management
Massachusetts
$845K -$6.02K -300 -0.9%
QI
42
QS Investors
New York
$746K +$602K +30,000 New
HCMT
43
Highland Capital Management (Texas)
Texas
$702K
Citigroup
44
Citigroup
New York
$702K +$564K +28,112 New
Geode Capital Management
45
Geode Capital Management
Massachusetts
$603K -$632K -31,507 -57%
ECM
46
ExodusPoint Capital Management
New York
$557K +$448K +22,300 New
Barclays
47
Barclays
United Kingdom
$481K +$387K +19,269 New
AG
48
Aperio Group
California
$471K -$17.8K -887 -4%
PPA
49
Parametric Portfolio Associates
Washington
$420K +$36.6K +1,822 +12%
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$404K +$324K +16,158 New

LXFR Hedge Fund Activity: Q1 2019 in Review

79 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q1 2019, worth a combined $647M — up 43% from $452M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LXFR and 12 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 23 added.

The largest buyer was Fidelity Investments, adding an estimated $26M. The largest seller was T. Rowe Price Associates, cutting an estimated $22.3M.

  • 79 institutional investors held Luxfer Holdings (LXFR) as of Q1 2019, down from 83 in Q4 2018.
  • Funds reported $647M of Luxfer Holdings stock for Q1 2019, up 43% quarter-over-quarter.
  • 12 funds opened new Luxfer Holdings positions in Q1 2019 and 16 closed out, a net change of -4 holders.
  • The largest Luxfer Holdings buyer in Q1 2019 was Fidelity Investments, an estimated $26M added.
  • The largest Luxfer Holdings seller in Q1 2019 was T. Rowe Price Associates, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2019.