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LSB Industries
LXU

144 hedge funds and large institutions have $759M invested in LSB Industries in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

16% more capital invested

Capital invested by funds: $655M → $759M (+$104M)

7% more funds holding

Funds holding: 135 → 144 (+9)

4% more ownership

Funds ownership: 101.08% → 105.08% (+4%)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

88% less call options, than puts

Call options by funds: $396K | Put options by funds: $3.41M

Holders
144
Holders Change
+9
Holders Change %
+6.67%
% of All Funds
4.14%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
26
Increased
44
Reduced
51
Closed
17
Calls
$396K
Puts
$3.41M
Net Calls
-$3.01M
Net Calls Change
-$3.59M

Top Buyers

1
LCM
Lonestar Capital Management
California
+$13.5M
2
FCM
Frontier Capital Management
Massachusetts
+$10.4M
3
American Century Companies
American Century Companies
Missouri
+$8.98M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$8M
5
KCM
Kennedy Capital Management
Missouri
+$7.2M

Top Sellers

1
TAM
Third Avenue Management
New York
-$9.37M
2
SV
Starboard Value
New York
-$8.71M
3
Boston Partners
Boston Partners
Massachusetts
-$5.74M
4
EC
Engaged Capital
California
-$5.3M
5
RA
Royce & Associates
New York
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
26
Rock Point Advisors
Vermont
$8.6M -$208K -6,975 -3%
UBS AM
27
UBS AM
Illinois
$8.07M -$436K -14,634 -5%
EVC
28
Eidelman Virant Capital
Missouri
$6.48M +$6.02M +202,150 New
SCCM
29
Schafer Cullen Capital Management
New York
$6.31M -$247K -8,300 -4%
Wells Fargo
30
Wells Fargo
California
$6.2M -$487K -16,358 -8%
CM
31
Castleark Management
Illinois
$5.96M +$5.54M +185,892 New
Deutsche Bank
32
Deutsche Bank
Germany
$5.84M +$4.88M +163,979 +906%
Principal Financial Group
33
Principal Financial Group
Iowa
$4.86M +$19.3K +648 +0.4%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$4.77M -$270K -9,073 -6%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$4.22M +$19.6K +658 +0.5%
MAA
36
Managed Account Advisors
New Jersey
$4.07M +$268 +9 +0%
Invesco
37
Invesco
Georgia
$4.06M -$38.8K -1,303 -1%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$3.73M -$483K -16,227 -12%
TCIM
39
TIAA CREF Investment Management
New York
$3.61M +$216K +7,250 +7%
GMCM
40
Gruber & McBaine Capital Management
California
$3.02M – – –
BIM
41
BlackRock Investment Management
Delaware
$2.96M +$78.3K +2,630 +3%
ERSOT
42
Employees Retirement System of Texas
Texas
$2.96M – – –
WS
43
Wedbush Securities
California
$2.62M -$37.2K -1,248 -2%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.36M +$2.19M +73,524 New
Charles Schwab
45
Charles Schwab
California
$2.29M +$165K +5,546 +8%
JP Morgan Chase
46
JP Morgan Chase
New York
$2.15M +$925K +31,078 +87%
GH
47
GAM Holding
Switzerland
$2.13M -$968K -32,500 -33%
COPM
48
Charter Oak Partners Management
Connecticut
$2.08M +$1.94M +65,000 New
NFA
49
Nationwide Fund Advisors
Ohio
$2.07M +$50.9K +1,709 +3%
Prudential Financial
50
Prudential Financial
New Jersey
$1.92M -$121K -4,056 -6%
1
2
3 4 5

LXU Hedge Fund Activity: Q2 2014 in Review

144 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q2 2014, worth a combined $759M — up 16% from $655M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LXU positions and 17 closed out — a net gain of 9 holders — while 44 added to existing stakes and 51 trimmed.

The largest buyer was Lonestar Capital Management, adding an estimated $13.5M. The largest seller was Third Avenue Management, cutting an estimated $9.37M.

  • 144 institutional investors held LSB Industries (LXU) as of Q2 2014, up from 135 in Q1 2014.
  • Funds reported $759M of LSB Industries stock for Q2 2014, up 16% quarter-over-quarter.
  • 26 funds opened new LSB Industries positions in Q2 2014 and 17 closed out, a net change of +9 holders.
  • The largest LSB Industries buyer in Q2 2014 was Lonestar Capital Management, an estimated $13.5M added.
  • The largest LSB Industries seller in Q2 2014 was Third Avenue Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q2 2014.