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Luxfer Holdings

44 hedge funds and large institutions have $427M invested in Luxfer Holdings in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3.54% more ownership

Funds ownership: 160.69%164.23% (+3.5%)

2% more funds holding

Funds holding: 4344 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $444M → $427M (-$17.7M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
8
Increased
18
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.7M +$29.7M +1,453,188 +66%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$57.3M +$1.33M +65,159 +2%
GC
3
GMT Capital
Georgia
$48M +$505K +24,651 +1%
SCM
4
Stonehill Capital Management
New York
$47.3M -$14.5M -710,000 -23%
ACM
5
Archer Capital Management
New York
$36.3M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$26.8M +$6.71M +327,782 +32%
Barclays
7
Barclays
United Kingdom
$22.5M -$8.18M -399,396 -25%
GCM
8
Greywolf Capital Management
New York
$22.4M -$2.05M -100,294 -8%
SB
9
Suntrust Banks
Georgia
$16.9M +$11.7M +572,120 +198%
BA
10
BlackRock Advisors
Delaware
$14.8M -$325K -15,878 -2%
SAM
11
Skyline Asset Management
Illinois
$13M -$276K -13,500 -2%
PIM
12
Paradice Investment Management
Colorado
$8.9M +$539K +26,344 +6%
PCM
13
Palisade Capital Management
New Jersey
$6.16M +$2.19M +106,794 +51%
SCCM
14
Schafer Cullen Capital Management
New York
$5.01M +$5.23M +255,705 New
RA
15
Royce & Associates
New York
$4.5M -$2.32M -113,214 -33%
USAA
16
United Services Automobile Association
Texas
$4.01M +$3.11M +152,100 +290%
HAM
17
Harber Asset Management
North Carolina
$3.35M +$239K +11,667 +7%
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$2.51M -$112K -5,452 -4%
JGUA
19
John G. Ullman & Associates
New York
$2.07M +$2.16M +105,600 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$1.8M +$558K +27,282 +42%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.69M +$1.24M +60,700 +238%
UBS AM
22
UBS AM
Illinois
$1.68M -$41.5K -2,026 -2%
RS
23
Robeco Schweiz
Switzerland
$1.58M
Invesco
24
Invesco
Georgia
$761K +$2.21K +108 +0.3%
Morgan Stanley
25
Morgan Stanley
New York
$729K -$18.9K -922 -2%

LXFR Hedge Fund Activity: Q1 2014 in Review

44 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q1 2014, worth a combined $427M — down 4% from $444M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LXFR positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $29.7M. The largest seller was Capital World Investors, exiting entirely with an estimated $25M sold.

  • 44 institutional investors held Luxfer Holdings (LXFR) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $427M of Luxfer Holdings stock for Q1 2014, down 4% quarter-over-quarter.
  • 8 funds opened new Luxfer Holdings positions in Q1 2014 and 7 closed out, a net change of +1 holder.
  • The largest Luxfer Holdings buyer in Q1 2014 was Wellington Management Group, an estimated $29.7M added.
  • The largest Luxfer Holdings seller in Q1 2014 was Capital World Investors, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2014.