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LXP Industrial Trust 6.5% Series C Preferred Stock

18 hedge funds and large institutions have $62.2M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.81% less ownership

Funds ownership: 68.36%65.55% (-2.8%)

17% less capital invested

Capital invested by funds: $75.2M → $62.2M (-$13M)

18% less funds holding

Funds holding: 2218 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
2
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.8M
FM
2
Forward Management
California
$12.1M -$877K -16,000 -6%
Cohen & Steers
3
Cohen & Steers
New York
$9.04M -$1.49M -27,152 -12%
BlackRock
4
BlackRock
New York
$6.75M -$193K -3,519 -2%
REMS
5
Real Estate Management Services
$1.71M -$226K -4,126 -10%
KWA
6
KCS Wealth Advisory
California
$928K +$28.3K +516 +3%
Wells Fargo
7
Wells Fargo
California
$681K -$6.3K -115 -0.7%
DADC
8
D.A. Davidson & Co
Montana
$598K +$745K +13,586 New
CCM
9
Cutler Capital Management
Massachusetts
$440K -$34.4K -627 -6%
PAMG
10
Patton Albertson Miller Group
Tennessee
$392K -$16.4K -300 -3%
Stifel Financial
11
Stifel Financial
Missouri
$312K -$11.1K -202 -3%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$266K -$493K -9,000 -60%
Morgan Stanley
13
Morgan Stanley
New York
$67K +$16.6K +303 +25%
UBS Group
14
UBS Group
Switzerland
$54K -$6.36K -116 -9%
LWA
15
Lowe Wealth Advisors
Maryland
$22K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6K
SFS
17
Sowell Financial Services
Arkansas
$4K
JP Morgan Chase
18
JP Morgan Chase
New York
$3K
N
19
Nuveen
North Carolina
$3K
SIS
20
Sound Income Strategies
Florida
$1K
HB
21
Homrich & Berg
Georgia
-$217K -3,800 Closed
VHAM
22
Van Hulzen Asset Management
California
-$211K -3,700 Closed
KPCM
23
Kings Point Capital Management
New York
-$11K -200 Closed
Citigroup
24
Citigroup
New York
-$5K -79 Closed
Bank of America
25
Bank of America
North Carolina
-$4K -72 Closed

LXP.PRC Hedge Fund Activity: Q1 2020 in Review

18 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q1 2020, worth a combined $62.2M — down 17% from $75.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of LXP.PRC and 1 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 2 added.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $745K. The largest seller was Cohen & Steers, cutting an estimated $1.49M.

  • 18 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q1 2020, down from 22 in Q4 2019.
  • Funds reported $62.2M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q1 2020, down 17% quarter-over-quarter.
  • 1 fund opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q1 2020 and 5 closed out, a net change of -4 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q1 2020 was D.A. Davidson & Co, an estimated $745K added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q1 2020 was Cohen & Steers, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2020.