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LXP Industrial Trust

259 hedge funds and large institutions have $1.77B invested in LXP Industrial Trust in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 107 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 76

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

0.1% less ownership

Funds ownership: 14.83%14.73% (-0.1%)

2% less funds holding

Funds holding: 263259 (-4)

7% less capital invested

Capital invested by funds: $1.9B → $1.77B (-$132M)

75% less call options, than puts

Call options by funds: $425K | Put options by funds: $1.71M

Holders
259
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
25
Increased
107
Reduced
76
Closed
21
Calls
$425K
Puts
$1.71M
Net Calls
-$1.28M
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M +$12.8M +240,838 +3%
BlackRock
2
BlackRock
New York
$319M +$337M +6,323,882 +8,780%
LSV Asset Management
3
LSV Asset Management
Illinois
$116M -$3.53M -66,280 -3%
State Street
4
State Street
Massachusetts
$62.9M +$5.04M +94,548 +8%
Macquarie Group
5
Macquarie Group
Australia
$51.5M +$1.35M +25,295 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$49.6M -$3.76M -70,558 -7%
Northern Trust
7
Northern Trust
Illinois
$37.8M +$531K +9,966 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$36.6M +$949K +17,810 +2%
Deutsche Bank
9
Deutsche Bank
Germany
$32.7M +$27.4M +514,845 +364%
Morgan Stanley
10
Morgan Stanley
New York
$32.4M -$4.25M -79,755 -11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$30.4M +$1.29M +24,238 +4%
Norges Bank
12
Norges Bank
Norway
$26.8M +$2.72M +50,983 +10%
Prudential Financial
13
Prudential Financial
New Jersey
$23M -$5.46M -102,508 -18%
Invesco
14
Invesco
Georgia
$21.1M +$790K +14,818 +4%
Ameriprise
15
Ameriprise
Minnesota
$18.9M -$298K -5,600 -1%
Charles Schwab
16
Charles Schwab
California
$17.9M +$3.72M +69,804 +24%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.6M +$2.26M +42,318 +14%
Principal Financial Group
18
Principal Financial Group
Iowa
$16.8M +$789K +14,793 +5%
CCM
19
Cutler Capital Management
Massachusetts
$16.4M -$180K -3,370 -1%
American Century Companies
20
American Century Companies
Missouri
$15.4M +$4.04M +75,731 +32%
Goldman Sachs
21
Goldman Sachs
New York
$13.3M +$273K +5,124 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.3M -$492K -9,222 -4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$11.3M -$2.09M -39,158 -15%
SFM
24
Systematic Financial Management
New Jersey
$11.1M +$245K +4,593 +2%
PAM
25
Panagora Asset Management
Massachusetts
$11M +$2.3M +43,142 +24%

LXP Hedge Fund Activity: Q1 2017 in Review

259 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust (LXP) for Q1 2017, worth a combined $1.77B — down 6.9% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LXP positions and 21 closed out — a net gain of 4 holders — while 107 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $337M. The largest seller was Victory Capital Management, exiting entirely with an estimated $25M sold.

  • 259 institutional investors held LXP Industrial Trust (LXP) as of Q1 2017, down from 263 in Q4 2016.
  • Funds reported $1.77B of LXP Industrial Trust stock for Q1 2017, down 6.9% quarter-over-quarter.
  • 25 funds opened new LXP Industrial Trust positions in Q1 2017 and 21 closed out, a net change of +4 holders.
  • The largest LXP Industrial Trust buyer in Q1 2017 was BlackRock, an estimated $337M added.
  • The largest LXP Industrial Trust seller in Q1 2017 was Victory Capital Management, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2017.