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Luxfer Holdings

49 hedge funds and large institutions have $422M invested in Luxfer Holdings in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

11% more funds holding

Funds holding: 4449 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $427M → $422M (-$4.43M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

81.81% less ownership

Funds ownership: 164.23%82.42% (-82%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
11
Increased
15
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.1M +$1.69M +88,219 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M +$9.22M +480,921 +16%
GC
3
GMT Capital
Georgia
$46.4M
SCM
4
Stonehill Capital Management
New York
$45.8M
ACM
5
Archer Capital Management
New York
$35.1M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$26M +$71.6K +3,732 +0.3%
GCM
7
Greywolf Capital Management
New York
$22.2M +$574K +29,905 +3%
Barclays
8
Barclays
United Kingdom
$15.2M -$6.56M -342,028 -29%
VFA
9
Virtus Fund Advisers
Connecticut
$14.8M +$15M +781,395 New
BA
10
BlackRock Advisors
Delaware
$14.4M
SAM
11
Skyline Asset Management
Illinois
$12.4M -$109K -5,700 -0.9%
PIM
12
Paradice Investment Management
Colorado
$10.9M +$2.27M +118,612 +26%
PCM
13
Palisade Capital Management
New Jersey
$6.63M +$673K +35,098 +11%
SCCM
14
Schafer Cullen Capital Management
New York
$4.76M -$84.3K -4,396 -2%
USAA
15
United Services Automobile Association
Texas
$4.04M +$169K +8,800 +4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.15M -$264K -13,746 -8%
HAM
17
Harber Asset Management
North Carolina
$2.71M -$1.79M -93,113 -54%
RS
18
Robeco Schweiz
Switzerland
$2.36M +$852K +44,408 +56%
JGUA
19
John G. Ullman & Associates
New York
$2.07M +$71K +3,700 +4%
RA
20
Royce & Associates
New York
$2.04M -$2.35M -122,400 -53%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.92M +$293K +15,300 +18%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.75M
UBS AM
23
UBS AM
Illinois
$1.62M -$11.6K -604 -0.7%
CCM
24
Cullen Capital Management
New York
$1.5M +$1.25M +65,000 +463%
MSA
25
Mason Street Advisors
Wisconsin
$1.42M +$1.24M +64,861 +633%

LXFR Hedge Fund Activity: Q2 2014 in Review

49 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q2 2014, worth a combined $422M — down 1% from $427M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LXFR positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $9.22M. The largest seller was Suntrust Banks, cutting an estimated $15.7M.

  • 49 institutional investors held Luxfer Holdings (LXFR) as of Q2 2014, up from 44 in Q1 2014.
  • Funds reported $422M of Luxfer Holdings stock for Q2 2014, down 1% quarter-over-quarter.
  • 11 funds opened new Luxfer Holdings positions in Q2 2014 and 6 closed out, a net change of +5 holders.
  • The largest Luxfer Holdings buyer in Q2 2014 was T. Rowe Price Associates, an estimated $9.22M added.
  • The largest Luxfer Holdings seller in Q2 2014 was Suntrust Banks, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2014.