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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.89M – – –
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.75M +$131K +4,404 +9%
BC
53
Barnett & Company
Tennessee
$1.75M +$997K +33,475 +159%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$1.73M – – –
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.67M – – –
PPA
56
Parametric Portfolio Associates
Washington
$1.6M +$983 +33 +0.1%
TC
57
TFS Capital
Pennsylvania
$1.51M +$1.41M +47,226 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.47M +$23.2K +780 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.4M +$2.41K +81 +0.2%
RFC
60
Russell Frank Company
Washington
$1.39M -$329K -11,050 -19%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.36M +$126K +4,243 +11%
AllianceBernstein
62
AllianceBernstein
Tennessee
$1.29M -$149 -5 -0%
AIG
63
American International Group
New York
$1.25M -$187K -6,267 -14%
DT
64
Diversified Trust
Tennessee
$1.24M +$1.15M +38,527 New
SCM
65
Snow Capital Management
Pennsylvania
$1.22M -$25.4K -852 -2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$1.15M +$274K +9,193 +34%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$1.12M – – –
TA
68
Teachers Advisors
New York
$1.07M -$123K -4,132 -11%
IA
69
Icon Advisers
Colorado
$1.07M -$968K -32,500 -49%
PAM
70
Paradigm Asset Management
New York
$1.04M -$19.4K -650 -2%
Morgan Stanley
71
Morgan Stanley
New York
$986K +$335K +11,261 +58%
MOACM
72
Mutual of America Capital Management
New York
$984K -$1.48M -49,777 -62%
GIP
73
Granite Investment Partners
California
$926K +$861K +28,904 New
Swiss National Bank
74
Swiss National Bank
Switzerland
$908K – – –
Citadel Advisors
75
Citadel Advisors
Florida
$893K +$67.5K +2,266 +9%
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.