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LXP Industrial Trust 6.5% Series C Preferred Stock

16 hedge funds and large institutions have $70.8M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $66.1M → $70.8M (+$4.67M)

1.84% more ownership

Funds ownership: 65.81%67.64% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 1816 (-2)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
3
Reduced
4
Closed
3
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$29.3M
FM
2
Forward Management
California
$16.6M -$45.8K -855 -0.3%
Cohen & Steers
3
Cohen & Steers
New York
$9.78M -$536K -10,011 -5%
BlackRock
4
BlackRock
New York
$4.85M +$2.57M +47,940 +113%
LCM
5
LDR Capital Management
New York
$3.18M +$191K +3,571 +6%
REMS
6
Real Estate Management Services
$1.35M
DADC
7
D.A. Davidson & Co
Montana
$1.05M -$694K -12,972 -40%
KWA
8
KCS Wealth Advisory
California
$990K +$91K +1,700 +10%
CCM
9
Cutler Capital Management
Massachusetts
$968K
Wells Fargo
10
Wells Fargo
California
$849K
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$808K
PAMG
12
Patton Albertson Miller Group
Tennessee
$495K +$494K +9,220 New
Stifel Financial
13
Stifel Financial
Missouri
$420K
PFC
14
Phocas Financial Corp
California
$106K
Morgan Stanley
15
Morgan Stanley
New York
$51K -$107 -2 -0.2%
LWA
16
Lowe Wealth Advisors
Maryland
$27K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7K
N
18
Nuveen
North Carolina
$3K
SIS
19
Sound Income Strategies
Florida
$1K
WT
20
Whittier Trust
California
-$135K -2,500 Closed
UBS Group
21
UBS Group
Switzerland
-$23K -428 Closed
SMFS
22
Squar Milner Financial Services
California
-$2K -47 Closed

LXP.PRC Hedge Fund Activity: Q2 2019 in Review

16 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q2 2019, worth a combined $70.8M — up 7.1% from $66.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LXP.PRC and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was BlackRock, adding an estimated $2.57M. The largest seller was D.A. Davidson & Co, cutting an estimated $694K.

  • 16 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q2 2019, down from 18 in Q1 2019.
  • Funds reported $70.8M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 1 fund opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q2 2019 and 3 closed out, a net change of -2 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q2 2019 was BlackRock, an estimated $2.57M added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q2 2019 was D.A. Davidson & Co, an estimated $694K sold.

Based on aggregated 13F filings for Q2 2019.