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LSB Industries
LXU

135 hedge funds and large institutions have $558M invested in LSB Industries in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

1.59% less ownership

Funds ownership: 103.64% → 102.05% (-1.6%)

4% less funds holding

Funds holding: 141 → 135 (-6)

13% less capital invested

Capital invested by funds: $642M → $558M (-$84.4M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

67% less funds holding in top 10

Funds holding in top 10: 6 → 2 (-4)

84% less call options, than puts

Call options by funds: $62K | Put options by funds: $380K

Holders
135
Holders Change
-6
Holders Change %
-4.26%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
14
Increased
53
Reduced
46
Closed
18
Calls
$62K
Puts
$380K
Net Calls
-$318K
Net Calls Change
+$689K

Top Buyers

1
SV
Starboard Value
New York
+$32.4M
2
DnB Asset Management
DnB Asset Management
Norway
+$5.65M
3
BFA
BlackRock Fund Advisors
California
+$3.92M
4
American Century Companies
American Century Companies
Missouri
+$3.52M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.57M

Top Sellers

1
TAM
Third Avenue Management
New York
-$19.3M
2
LCM
Lonestar Capital Management
California
-$17M
3
ZCG
Zesiger Capital Group
New York
-$13.4M
4
Barclays
Barclays
United Kingdom
-$6.03M
5
NAM
Nichols Asset Management
Massachusetts
-$4.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.33M – – –
Deutsche Bank
52
Deutsche Bank
Germany
$1.31M -$1.62M -63,462 -54%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.3M -$412K -16,108 -24%
PPA
54
Parametric Portfolio Associates
Washington
$1.21M -$65.3K -2,552 -5%
Comerica Bank
55
Comerica Bank
Texas
$1.2M +$636K +24,855 +100%
IIA
56
IPG Investment Advisors
California
$1.16M +$571K +22,314 +88%
RFC
57
Russell Frank Company
Washington
$1.14M – – –
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.14M – – –
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.13M +$5.09K +199 +0.4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.07M +$39.9K +1,560 +4%
TM
61
TigerShark Management
New York
$996K +$433K +16,900 +70%
AllianceBernstein
62
AllianceBernstein
Tennessee
$971K – – –
PC
63
Passport Capital
California
$959K +$499K +19,500 +97%
CS
64
Credit Suisse
Switzerland
$950K +$481K +18,807 +92%
CSC
65
Cove Street Capital
California
$943K +$998K +39,000 New
JP Morgan Chase
66
JP Morgan Chase
New York
$873K -$13.5K -529 -1%
PAM
67
Paradigm Asset Management
New York
$847K – – –
TA
68
Teachers Advisors
New York
$835K +$26.7K +1,041 +3%
Citadel Advisors
69
Citadel Advisors
Florida
$801K +$555K +21,677 +189%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$781K -$395K -15,422 -32%
GH
71
GAM Holding
Switzerland
$737K -$624K -24,372 -44%
DT
72
Diversified Trust
Tennessee
$730K +$772K +30,165 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$705K -$70.4K -2,748 -9%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$685K -$166K -6,500 -19%
Swiss National Bank
75
Swiss National Bank
Switzerland
$685K – – –
1 2
3
4 5

LXU Hedge Fund Activity: Q4 2014 in Review

135 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q4 2014, worth a combined $558M — down 13% from $642M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LXU and 14 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was Starboard Value, adding an estimated $32.4M. The largest seller was Third Avenue Management, cutting an estimated $19.3M.

  • 135 institutional investors held LSB Industries (LXU) as of Q4 2014, down from 141 in Q3 2014.
  • Funds reported $558M of LSB Industries stock for Q4 2014, down 13% quarter-over-quarter.
  • 14 funds opened new LSB Industries positions in Q4 2014 and 18 closed out, a net change of -4 holders.
  • The largest LSB Industries buyer in Q4 2014 was Starboard Value, an estimated $32.4M added.
  • The largest LSB Industries seller in Q4 2014 was Third Avenue Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2014.