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LXP Industrial Trust

273 hedge funds and large institutions have $2.75B invested in LXP Industrial Trust in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $2.44B → $2.75B (+$304M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

2% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 101

0.16% more ownership

Funds ownership: 18.74%18.9% (+0.16%)

1% less funds holding

Funds holding: 275273 (-2)

79% less call options, than puts

Call options by funds: $43K | Put options by funds: $201K

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
103
Reduced
101
Closed
27
Calls
$43K
Puts
$201K
Net Calls
-$158K
Net Calls Change
-$223K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$33K +$11.4K +260 +65%
Osaic Holdings
227
Osaic Holdings
Arizona
$28.5K -$15.6K -357 -38%
SOAMC
228
Spirit of America Management Corp
New York
$26.8K
HWA
229
HHM Wealth Advisors
Tennessee
$20.4K
GXJ
230
Global X Japan
Japan
$18.2K +$16K +367 New
HCM
231
Highlander Capital Management
New Jersey
$16.1K
PB
232
Pinnacle Bancorp
Nebraska
$15.9K
AF
233
Arrow Financial
New York
$14.9K
VCM
234
Versant Capital Management
Arizona
$13.7K -$4.32K -99 -26%
EWA
235
EverSource Wealth Advisors
Alabama
$12.5K +$1.35K +31 +14%
PCFFS
236
Pacific Center for Financial Services
California
$11.9K
HFM
237
Harvest Fund Management
China
$11K
ST
238
Smithfield Trust
Pennsylvania
$10K
BWL
239
Bogart Wealth LLC
Virginia
$9.55K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$9.47K +$2.36K +54 +39%
NA
241
NewEdge Advisors
Louisiana
$8.61K +$7.6K +174 New
C
242
Covestor
United Kingdom
$8K
LC
243
Lindbrook Capital
California
$7.96K +$6.16K +141 +742%
Federated Hermes
244
Federated Hermes
Pennsylvania
$7.82K -$1K -23 -13%
BTI
245
Blue Trust Inc
Georgia
$7K +$4.15K +95 +144%
S
246
SignatureFD
Georgia
$6.1K +$3.67K +84 +215%
PTC
247
Private Trust Company
Ohio
$5.96K
PWMG
248
Private Wealth Management Group
New Jersey
$5.83K +$5.15K +118 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$5.81K -$8.95K -205 -64%
CFGS
250
Concourse Financial Group Securities
Alabama
$5.03K

LXP Hedge Fund Activity: Q4 2023 in Review

273 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust (LXP) for Q4 2023, worth a combined $2.75B — up 12% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LXP positions and 27 closed out — a net gain of 2 holders — while 103 added to existing stakes and 101 trimmed.

The largest buyer was BlackRock, adding an estimated $29.1M. The largest seller was Fidelity Investments, cutting an estimated $58.6M.

  • 273 institutional investors held LXP Industrial Trust (LXP) as of Q4 2023, down from 275 in Q3 2023.
  • Funds reported $2.75B of LXP Industrial Trust stock for Q4 2023, up 12% quarter-over-quarter.
  • 29 funds opened new LXP Industrial Trust positions in Q4 2023 and 27 closed out, a net change of +2 holders.
  • The largest LXP Industrial Trust buyer in Q4 2023 was BlackRock, an estimated $29.1M added.
  • The largest LXP Industrial Trust seller in Q4 2023 was Fidelity Investments, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2023.