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LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC

16 hedge funds and large institutions have $62.4M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

23% more funds holding

Funds holding: 13 → 16 (+3)

1.9% more ownership

Funds ownership: 60.74% → 62.64% (+1.9%)

3% more capital invested

Capital invested by funds: $60.3M → $62.4M (+$2.1M)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
+$255K
2
Wells Fargo
Wells Fargo
California
+$55.3K
3
Stifel Financial
Stifel Financial
Missouri
+$51.4K
4
DADC
D.A. Davidson & Co
Montana
+$33.8K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.2K
2
UBS Group
UBS Group
Switzerland
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.4M – – –
FM
2
Forward Management
California
$16.2M – – –
Cohen & Steers
3
Cohen & Steers
New York
$10.2M – – –
CCM
4
Cutler Capital Management
Massachusetts
$1.63M – – –
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$1.21M – – –
DADC
6
D.A. Davidson & Co
Montana
$1.07M +$33.8K +658 +3%
LCM
7
LDR Capital Management
New York
$982K +$992K +19,294 New
Wells Fargo
8
Wells Fargo
California
$880K +$55.3K +1,075 +7%
KWA
9
KCS Wealth Advisory
California
$528K +$529K +10,293 New
Stifel Financial
10
Stifel Financial
Missouri
$460K +$51.4K +1,000 +13%
ICA
11
Infrastructure Capital Advisors
New York
$257K – – –
BC
12
Brookfield Corp
Ontario, Canada
$255K +$255K +4,959 New
WT
13
Whittier Trust
California
$134K – – –
Morgan Stanley
14
Morgan Stanley
New York
$52K -$14.2K -276 -21%
Bank of America
15
Bank of America
North Carolina
$8K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6K – – –
N
17
Nuveen
North Carolina
$3K – – –
SIS
18
Sound Income Strategies
Florida
$1K +$1.08K +21 New
UBS Group
19
UBS Group
Switzerland
– -$7K -146 Closed

LXP.PRC Hedge Fund Activity: Q4 2017 in Review

16 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q4 2017, worth a combined $62.4M — up 3.5% from $60.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new LXP.PRC positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $255K. The largest seller was Morgan Stanley, cutting an estimated $14.2K.

  • 16 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q4 2017, up from 13 in Q3 2017.
  • Funds reported $62.4M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 4 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q4 2017 was Brookfield Corp, an estimated $255K added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q4 2017 was Morgan Stanley, an estimated $14.2K sold.

Based on aggregated 13F filings for Q4 2017.