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Luxfer Holdings

83 hedge funds and large institutions have $479M invested in Luxfer Holdings in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $408M → $479M (+$71.1M)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.22% less ownership

Funds ownership: 95.7%94.48% (-1.2%)

5% less funds holding

Funds holding: 8783 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$505K -$48.2K -2,800 -9%
AG
52
Aperio Group
California
$433K +$122K +7,083 +43%
MPAM
53
Monarch Partners Asset Management
Massachusetts
$359K -$104K -6,035 -24%
CS
54
Credit Suisse
Switzerland
$324K +$301K +17,494 New
AIG
55
American International Group
New York
$318K +$11.5K +668 +4%
UBS AM
56
UBS AM
Illinois
$261K +$202K +11,748 +499%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K -$12.8K -746 -5%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$241K +$224K +13,013 New
RC
59
RBF Capital
California
$237K
SGAM
60
Smith Group Asset Management
Texas
$219K
Stifel Financial
61
Stifel Financial
Missouri
$211K +$193K +11,234 New
MIM
62
MetLife Investment Management
New Jersey
$196K
PPA
63
Parametric Portfolio Associates
Washington
$188K +$175K +10,165 New
Legal & General Group
64
Legal & General Group
United Kingdom
$180K +$76.4K +4,436 +84%
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$177K -$14.5K -843 -8%
FMT
66
First Mercantile Trust
Tennessee
$175K -$5.34K -310 -3%
Citigroup
67
Citigroup
New York
$145K +$114K +6,601 +530%
IRC
68
Investors Research Corp
Georgia
$135K
BEAM
69
Baker Ellis Asset Management
Washington
$133K -$34.4K -2,000 -22%
OAM
70
Oppenheimer Asset Management
New York
$112K -$1.38K -80 -1%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$87K -$3.06K -178 -4%
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$83K +$77.3K +4,490 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$52K +$41.5K +2,412 +603%
LC
74
Lindbrook Capital
California
$23K
SFS
75
Sowell Financial Services
Arkansas
$16K

LXFR Hedge Fund Activity: Q4 2019 in Review

83 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q4 2019, worth a combined $479M — up 17% from $408M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LXFR and 12 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 31 added.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $5.96M. The largest seller was Goldman Sachs, cutting an estimated $7.86M.

  • 83 institutional investors held Luxfer Holdings (LXFR) as of Q4 2019, down from 87 in Q3 2019.
  • Funds reported $479M of Luxfer Holdings stock for Q4 2019, up 17% quarter-over-quarter.
  • 12 funds opened new Luxfer Holdings positions in Q4 2019 and 16 closed out, a net change of -4 holders.
  • The largest Luxfer Holdings buyer in Q4 2019 was Rutabaga Capital Management, an estimated $5.96M added.
  • The largest Luxfer Holdings seller in Q4 2019 was Goldman Sachs, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2019.