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Luxfer Holdings

49 hedge funds and large institutions have $240M invested in Luxfer Holdings in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

20% more funds holding

Funds holding: 4149 (+8)

2.05% less ownership

Funds ownership: 84.01%81.96% (-2.1%)

18% less capital invested

Capital invested by funds: $290M → $240M (-$50.8M)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
9
Increased
9
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$40.4M -$410K -33,198 -0.9%
GC
2
GMT Capital
Georgia
$28.7M
ACM
3
Archer Capital Management
New York
$27.3M
SCM
4
Stonehill Capital Management
New York
$26.7M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$21.1M -$16M -1,295,570 -40%
PIM
6
Paradice Investment Management
Colorado
$13.9M +$1.03M +83,556 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.2M +$295K +23,900 +2%
GCM
8
Greywolf Capital Management
New York
$12.7M
VFA
9
Virtus Fund Advisers
Connecticut
$6.86M -$243K -19,700 -3%
PCM
10
Palisade Capital Management
New Jersey
$6.26M -$292K -23,652 -4%
NCM
11
Nantahala Capital Management
Connecticut
$6.23M +$7.12M +577,239 New
BA
12
BlackRock Advisors
Delaware
$6.11M -$457K -37,082 -6%
GCM
13
Glendon Capital Management
California
$5.23M
HAM
14
Harber Asset Management
North Carolina
$4.51M +$339K +27,506 +7%
USAA
15
United Services Automobile Association
Texas
$3.81M +$966K +78,300 +29%
RS
16
Robeco Schweiz
Switzerland
$2.43M
APCM
17
Arbiter Partners Capital Management
New York
$1.79M
Renaissance Technologies
18
Renaissance Technologies
New York
$1.75M -$8.77K -711 -0.4%
DGHMC
19
Dalton, Greiner, Hartman, Maher & Co
New York
$1.47M +$417K +33,815 +33%
UBS AM
20
UBS AM
Illinois
$1.38M -$9.04K -733 -0.6%
CCM
21
Cullen Capital Management
New York
$1.32M
SCCM
22
Schafer Cullen Capital Management
New York
$1.16M -$101K -8,218 -7%
KCM
23
Kennedy Capital Management
Missouri
$1.13M +$1.29M +104,613 New
GC
24
Guggenheim Capital
Illinois
$477K -$39.8K -3,230 -7%
SB
25
Suntrust Banks
Georgia
$435K -$39.5K -3,200 -7%

LXFR Hedge Fund Activity: Q3 2015 in Review

49 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Luxfer Holdings (LXFR) for Q3 2015, worth a combined $240M — down 18% from $290M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LXFR positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 19 trimmed.

The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $7.12M. The largest seller was T. Rowe Price Associates, cutting an estimated $16M.

  • 49 institutional investors held Luxfer Holdings (LXFR) as of Q3 2015, up from 41 in Q2 2015.
  • Funds reported $240M of Luxfer Holdings stock for Q3 2015, down 18% quarter-over-quarter.
  • 9 funds opened new Luxfer Holdings positions in Q3 2015 and 1 closed out, a net change of +8 holders.
  • The largest Luxfer Holdings buyer in Q3 2015 was Nantahala Capital Management, an estimated $7.12M added.
  • The largest Luxfer Holdings seller in Q3 2015 was T. Rowe Price Associates, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2015.