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LXP Industrial Trust 6.5% Series C Preferred Stock

15 hedge funds and large institutions have $60.3M invested in LXP Industrial Trust 6.5% Series C Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0.35% more ownership

Funds ownership: 65.29%65.64% (+0.35%)

0% more funds holding

Funds holding: 1515 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $61.1M → $60.3M (-$814K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24M
Cohen & Steers
2
Cohen & Steers
New York
$10.5M +$126K +2,637 +1%
WHG
3
Westwood Holdings Group
Texas
$9.76M +$9.81M +205,514 New
BlackRock
4
BlackRock
New York
$6.92M -$428K -8,959 -6%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.59M +$713K +14,939 +25%
KWA
6
KCS Wealth Advisory
California
$1.58M -$41.2K -864 -3%
WAM
7
Wolverine Asset Management
Illinois
$1.16M +$466K +9,752 +79%
LCM
8
LDR Capital Management
New York
$1.01M +$32.8K +688 +3%
ICA
9
Infrastructure Capital Advisors
New York
$726K +$28.6K +600 +4%
Wells Fargo
10
Wells Fargo
California
$546K -$33.1K -694 -6%
Stifel Financial
11
Stifel Financial
Missouri
$295K
Morgan Stanley
12
Morgan Stanley
New York
$127K +$45.2K +946 +54%
LWA
13
Lowe Wealth Advisors
Maryland
$19K
N
14
Nuveen
North Carolina
$13K
First Manhattan
15
First Manhattan
New York
$4.75K +$4.77K +100 New
JP Morgan Chase
16
JP Morgan Chase
New York
$4K
FM
17
Forward Management
California
-$10.5M -217,864 Closed
UBS Group
18
UBS Group
Switzerland
-$3K -69 Closed

LXP.PRC Hedge Fund Activity: Q4 2022 in Review

15 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) for Q4 2022, worth a combined $60.3M — down 1.3% from $61.1M a quarter earlier.

Fund positioning in LXP.PRC was balanced in Q4 2022: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $9.81M. The largest seller was BlackRock, cutting an estimated $428K.

  • 15 institutional investors held LXP Industrial Trust 6.5% Series C Preferred Stock (LXP.PRC) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $60.3M of LXP Industrial Trust 6.5% Series C Preferred Stock stock for Q4 2022, down 1.3% quarter-over-quarter.
  • 2 funds opened new LXP Industrial Trust 6.5% Series C Preferred Stock positions in Q4 2022 and 2 closed out, a net change of 0 holders.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock buyer in Q4 2022 was Westwood Holdings Group, an estimated $9.81M added.
  • The largest LXP Industrial Trust 6.5% Series C Preferred Stock seller in Q4 2022 was BlackRock, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2022.