Luxfer Holdings
LXFR
39 hedge funds and large institutions have $298M invested in Luxfer Holdings in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
50% more funds holding
Funds holding: 26 → 39 (+13)
38.96% more ownership
Funds ownership: 100.43% → 139.39% (+39%)
39% more capital invested
Capital invested by funds: $215M → $298M (+$83.4M)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Stonehill Capital Management
New York
|
+$67.3M |
| 2 |
MAMNY
Marathon Asset Management (New York)
New York
|
+$36M |
| 3 |
ACM
Archer Capital Management
New York
|
+$12.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.68M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$31.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.4M |
| 3 |
LM
Lasry Marc
|
-$8.41M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$2.88M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$507K |
LXFR Hedge Fund Activity: Q3 2013 in Review
39 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q3 2013, worth a combined $298M — up 39% from $215M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LXFR positions and 3 closed out — a net gain of 13 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Stonehill Capital Management, opening a new position worth an estimated $67.3M. The largest seller was Barclays, cutting an estimated $31.5M.
- 39 institutional investors held Luxfer Holdings (LXFR) as of Q3 2013, up from 26 in Q2 2013.
- Funds reported $298M of Luxfer Holdings stock for Q3 2013, up 39% quarter-over-quarter.
- 16 funds opened new Luxfer Holdings positions in Q3 2013 and 3 closed out, a net change of +13 holders.
- The largest Luxfer Holdings buyer in Q3 2013 was Stonehill Capital Management, an estimated $67.3M added.
- The largest Luxfer Holdings seller in Q3 2013 was Barclays, an estimated $31.5M sold.
Based on aggregated 13F filings for Q3 2013.