We are live on ! Find out more
LXU icon

LSB Industries
LXU

138 hedge funds and large institutions have $731M invested in LSB Industries in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,833% more call options, than puts

Call options by funds: $3.96M | Put options by funds: $205K

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

26% more capital invested

Capital invested by funds: $579M → $731M (+$152M)

5% more funds holding

Funds holding: 131 → 138 (+7)

2.94% more ownership

Funds ownership: 99.99% → 102.93% (+2.9%)

6% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 49

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
21
Increased
52
Reduced
49
Closed
14
Calls
$3.96M
Puts
$205K
Net Calls
+$3.76M
Net Calls Change
+$3.37M

Top Buyers

1
SV
Starboard Value
New York
+$28.6M
2
AR
Advisory Research
Illinois
+$20.7M
3
ZCG
Zesiger Capital Group
New York
+$16.4M
4
Boston Partners
Boston Partners
Massachusetts
+$10M
5
WC
Walthausen & Co
New York
+$6.55M

Top Sellers

1
TCP
TAMRO Capital Partners
Virginia
-$34.7M
2
HA
Heartland Advisors
Wisconsin
-$9.86M
3
RA
Royce & Associates
New York
-$9.64M
4
SBH
Segall Bryant & Hamill
Illinois
-$7.26M
5
Ameriprise
Ameriprise
Minnesota
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$8.16M -$417K -16,120 -6%
SCCM
27
Schafer Cullen Capital Management
New York
$6.36M +$327K +12,636 +7%
EC
28
Engaged Capital
California
$5.81M +$4.77M +184,223 New
RA
29
Royce & Associates
New York
$5.63M -$9.64M -372,449 -68%
FWIA
30
Fort Washington Investment Advisors
Ohio
$5.1M -$955K -36,889 -19%
MAA
31
Managed Account Advisors
New Jersey
$5M +$1.8M +69,670 +79%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$4.93M -$224K -8,645 -5%
Wells Fargo
33
Wells Fargo
California
$4.68M -$1.24M -47,890 -24%
Principal Financial Group
34
Principal Financial Group
Iowa
$4.58M +$247K +9,542 +7%
ZIM
35
ZPR Investment Management
Florida
$4.49M +$3.69M +142,415 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$3.93M -$774K -29,895 -19%
Prudential Financial
37
Prudential Financial
New Jersey
$3.76M +$118K +4,550 +4%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$3.63M -$257K -9,915 -8%
TCIM
39
TIAA CREF Investment Management
New York
$3.38M -$954K -36,829 -26%
GMCM
40
Gruber & McBaine Capital Management
California
$3.28M +$673K +26,000 +33%
Invesco
41
Invesco
Georgia
$3.22M +$119K +4,597 +5%
GH
42
GAM Holding
Switzerland
$3.12M -$808K -31,200 -24%
ERSOT
43
Employees Retirement System of Texas
Texas
$2.91M – – –
BIM
44
BlackRock Investment Management
Delaware
$2.8M -$54.7K -2,111 -2%
WS
45
Wedbush Securities
California
$2.58M -$179K -6,928 -8%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.58M -$772K -29,812 -27%
MOACM
47
Mutual of America Capital Management
New York
$2.54M +$1.24M +47,741 +146%
Barclays
48
Barclays
United Kingdom
$2.26M +$1.51M +58,458 +446%
LOM
49
Loeb Offshore Management
New York
$2.21M +$1.81M +70,022 New
TC
50
TFS Capital
Pennsylvania
$2.21M +$1.11M +42,720 +157%
1
2
3 4 5

LXU Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q4 2013, worth a combined $731M — up 26% from $579M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LXU positions and 14 closed out — a net gain of 7 holders — while 52 added to existing stakes and 49 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $28.6M. The largest seller was TAMRO Capital Partners, exiting entirely with an estimated $34.7M sold.

  • 138 institutional investors held LSB Industries (LXU) as of Q4 2013, up from 131 in Q3 2013.
  • Funds reported $731M of LSB Industries stock for Q4 2013, up 26% quarter-over-quarter.
  • 21 funds opened new LSB Industries positions in Q4 2013 and 14 closed out, a net change of +7 holders.
  • The largest LSB Industries buyer in Q4 2013 was Starboard Value, an estimated $28.6M added.
  • The largest LSB Industries seller in Q4 2013 was TAMRO Capital Partners, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2013.