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Luxfer Holdings

102 hedge funds and large institutions have $327M invested in Luxfer Holdings in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 100102 (+2)

2.04% less ownership

Funds ownership: 94.99%92.96% (-2%)

10% less capital invested

Capital invested by funds: $364M → $327M (-$37.6M)

41% less call options, than puts

Call options by funds: $10K | Put options by funds: $17K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
41
Reduced
27
Closed
13
Calls
$10K
Puts
$17K
Net Calls
-$7K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Legato Capital Management
California
$2.23M -$650K -51,505 -23%
N
27
Nuveen
North Carolina
$2.21M -$1.35M -107,168 -39%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$2.13M +$51.5K +4,076 +3%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.93M -$46.4K -3,676 -2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.33M -$54.7K -4,330 -4%
BFM
31
Boothbay Fund Management
New York
$1.33M +$330K +26,147 +35%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.24M -$307K -24,331 -20%
SEI Investments
33
SEI Investments
Pennsylvania
$1.17M
Morgan Stanley
34
Morgan Stanley
New York
$1.1M +$257K +20,389 +32%
Millennium Management
35
Millennium Management
New York
$1.09M +$929K +73,629 +732%
Charles Schwab
36
Charles Schwab
California
$978K
AG
37
Algert Global
California
$935K +$193K +15,300 +27%
Renaissance Technologies
38
Renaissance Technologies
New York
$881K -$579K -45,900 -40%
Invesco
39
Invesco
Georgia
$776K +$158K +12,526 +27%
Swiss National Bank
40
Swiss National Bank
Switzerland
$767K
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$711K +$292K +23,093 +74%
Goldman Sachs
42
Goldman Sachs
New York
$682K -$99.6K -7,888 -13%
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$639K -$208K -16,442 -25%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$570K +$6.78K +537 +1%
Barclays
45
Barclays
United Kingdom
$541K +$286K +22,635 +120%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$530K +$330K +26,149 +180%
UBS AM
47
UBS AM
Illinois
$522K
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$504K +$13.6K +1,081 +3%
CS
49
Credit Suisse
Switzerland
$409K -$40.9K -3,237 -9%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$390K -$37.3K -2,958 -9%

LXFR Hedge Fund Activity: Q3 2023 in Review

102 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q3 2023, worth a combined $327M — down 10% from $364M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LXFR positions and 13 closed out — a net gain of 2 holders — while 41 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $6.23M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $23.7M sold.

  • 102 institutional investors held Luxfer Holdings (LXFR) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $327M of Luxfer Holdings stock for Q3 2023, down 10% quarter-over-quarter.
  • 15 funds opened new Luxfer Holdings positions in Q3 2023 and 13 closed out, a net change of +2 holders.
  • The largest Luxfer Holdings buyer in Q3 2023 was BlackRock, an estimated $6.23M added.
  • The largest Luxfer Holdings seller in Q3 2023 was William Blair Investment Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2023.