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LXP Industrial Trust

244 hedge funds and large institutions have $2.76B invested in LXP Industrial Trust in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 74

14% more capital invested

Capital invested by funds: $2.41B → $2.76B (+$348M)

14% more call options, than puts

Call options by funds: $184K | Put options by funds: $162K

0.11% less ownership

Funds ownership: 19.03%18.92% (-0.11%)

4% less funds holding

Funds holding: 255244 (-11)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

Holders
244
Holders Change
-11
Holders Change %
-4.31%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
27
Increased
103
Reduced
74
Closed
34
Calls
$184K
Puts
$162K
Net Calls
+$22K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$501M +$43M +852,465 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$476M +$31.1M +616,624 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M +$51.3M +1,017,340 +23%
State Street
4
State Street
Massachusetts
$149M +$32.9M +652,812 +30%
Macquarie Group
5
Macquarie Group
Australia
$136M +$11.5M +228,469 +10%
LSV Asset Management
6
LSV Asset Management
Illinois
$84.3M -$3.47M -68,940 -4%
Northern Trust
7
Northern Trust
Illinois
$62.5M +$11.3M +225,056 +23%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$52.6M +$16.2M +321,079 +47%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$51.1M +$14.4M +284,946 +42%
N
10
Nuveen
North Carolina
$50.8M -$5.75M -114,004 -11%
Norges Bank
11
Norges Bank
Norway
$41.3M +$2.02M +40,000 +5%
Morgan Stanley
12
Morgan Stanley
New York
$41.1M +$2.69M +53,461 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$40.5M +$4.74M +93,998 +14%
Charles Schwab
14
Charles Schwab
California
$39.6M +$12M +238,846 +47%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$39.2M +$1.74M +34,469 +5%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$36.8M +$8.37M +166,114 +31%
Victory Capital Management
17
Victory Capital Management
Texas
$29.8M -$47.4M -940,935 -63%
JP Morgan Chase
18
JP Morgan Chase
New York
$24.6M -$3.11M -61,771 -12%
Legal & General Group
19
Legal & General Group
United Kingdom
$22.9M +$2.66M +52,728 +14%
ClearBridge Investments
20
ClearBridge Investments
New York
$22.5M -$281K -5,577 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$22.1M -$362K -7,179 -2%
Goldman Sachs
22
Goldman Sachs
New York
$21.6M -$11.6M -229,336 -36%
Ameriprise
23
Ameriprise
Minnesota
$19.6M -$656K -13,020 -3%
SFM
24
Systematic Financial Management
New Jersey
$19.6M +$519K +10,290 +3%
American Century Companies
25
American Century Companies
Missouri
$17.2M +$10M +198,438 +155%

LXP Hedge Fund Activity: Q2 2020 in Review

244 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in LXP Industrial Trust (LXP) for Q2 2020, worth a combined $2.76B — up 14% from $2.41B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LXP and 27 opened new positions — a net loss of 7 holders — while 74 trimmed existing stakes and 103 added.

The largest buyer was Fidelity Investments, adding an estimated $51.3M. The largest seller was Victory Capital Management, cutting an estimated $47.4M.

  • 244 institutional investors held LXP Industrial Trust (LXP) as of Q2 2020, down from 255 in Q1 2020.
  • Funds reported $2.76B of LXP Industrial Trust stock for Q2 2020, up 14% quarter-over-quarter.
  • 27 funds opened new LXP Industrial Trust positions in Q2 2020 and 34 closed out, a net change of -7 holders.
  • The largest LXP Industrial Trust buyer in Q2 2020 was Fidelity Investments, an estimated $51.3M added.
  • The largest LXP Industrial Trust seller in Q2 2020 was Victory Capital Management, an estimated $47.4M sold.

Based on aggregated 13F filings for Q2 2020.