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LSB Industries
LXU

189 hedge funds and large institutions have $736M invested in LSB Industries in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,955% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $539K

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

117% more capital invested

Capital invested by funds: $339M → $736M (+$397M)

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

27% more funds holding

Funds holding: 149 → 189 (+40)

13.3% more ownership

Funds ownership: 55.45% → 68.74% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
189
Holders Change
+40
Holders Change %
+26.85%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
60
Increased
66
Reduced
43
Closed
16
Calls
$16.5M
Puts
$539K
Net Calls
+$15.9M
Net Calls Change
+$12.4M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$26.9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$22.9M
3
GCM
Ghisallo Capital Management
Massachusetts
+$21.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.94M

Top Sellers

1
BlackRock
BlackRock
New York
-$21.9M
2
CM
CastleKnight Management
New York
-$19.7M
3
GJL
Gendell Jeffrey L
-$18.1M
4
RR
Robotti Robert
-$13.7M
5
TAM
Third Avenue Management
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$60.6M -$21.9M -1,919,921 -32%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.2M +$661K +57,999 +2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$35.2M +$26.9M +2,360,535 New
American Century Companies
4
American Century Companies
Missouri
$34.2M +$2.56M +224,460 +11%
VCM
5
Vanguard Capital Management
Pennsylvania
$33.4M +$25.6M +2,244,317 New
RR
6
Robotti Robert
$31.6M -$13.7M -1,200,998 -36%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$30.3M +$22.9M +2,004,125 +6,490%
GCM
8
Ghisallo Capital Management
Massachusetts
$28.3M +$21.7M +1,900,000 New
Renaissance Technologies
9
Renaissance Technologies
New York
$26.7M +$531K +46,613 +3%
SFM
10
Systematic Financial Management
New Jersey
$26M -$1.6M -139,996 -7%
CM
11
CastleKnight Management
New York
$22.5M -$19.7M -1,726,067 -53%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$19.6M +$387K +33,901 +3%
State Street
13
State Street
Massachusetts
$16.9M -$497K -43,605 -4%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$16.2M -$2.57M -225,794 -17%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$15.2M +$11.6M +1,017,963 New
Charles Schwab
16
Charles Schwab
California
$13.9M -$409K -35,906 -4%
Jane Street
17
Jane Street
New York
$13.7M +$6.84M +599,692 +187%
Citadel Advisors
18
Citadel Advisors
Florida
$12.2M +$8.94M +783,873 +2,327%
Morgan Stanley
19
Morgan Stanley
New York
$12M +$4M +350,853 +77%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$11.5M +$8.77M +769,008 New
JP Morgan Chase
21
JP Morgan Chase
New York
$9.22M +$2.77M +243,272 +71%
BCM
22
Bridgeway Capital Management
Texas
$8.19M +$301K +26,410 +5%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$8.18M +$6.05M +530,788 +2,863%
Two Sigma Investments
24
Two Sigma Investments
New York
$7.98M +$5.15M +451,646 +540%
Cerity Partners
25
Cerity Partners
New York
$7.82M -$2.48M -217,624 -29%
1
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LXU Hedge Fund Activity: Q1 2026 in Review

189 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q1 2026, worth a combined $736M — up 117% from $339M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LXU positions and 16 closed out — a net gain of 44 holders — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $26.9M. The largest seller was BlackRock, cutting an estimated $21.9M.

  • 189 institutional investors held LSB Industries (LXU) as of Q1 2026, up from 149 in Q4 2025.
  • Funds reported $736M of LSB Industries stock for Q1 2026, up 117% quarter-over-quarter.
  • 60 funds opened new LSB Industries positions in Q1 2026 and 16 closed out, a net change of +44 holders.
  • The largest LSB Industries buyer in Q1 2026 was Susquehanna International Group, an estimated $26.9M added.
  • The largest LSB Industries seller in Q1 2026 was BlackRock, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2026.