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LSB Industries

107 hedge funds and large institutions have $205M invested in LSB Industries in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $280K

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

11% more capital invested

Capital invested by funds: $185M → $205M (+$19.7M)

0.74% more ownership

Funds ownership: 90.46%91.2% (+0.74%)

4% less funds holding

Funds holding: 112107 (-5)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
42
Reduced
28
Closed
16
Calls
$1.68M
Puts
$280K
Net Calls
+$1.4M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$285K -$224K -31,494 -47%
Squarepoint
52
Squarepoint
New York
$281K +$156K +21,976 +165%
Canada Life
53
Canada Life
Manitoba, Canada
$277K
JP Morgan Chase
54
JP Morgan Chase
New York
$269K +$235K +33,103 +4,695%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$262K
MPAM
56
Monarch Partners Asset Management
Massachusetts
$222K -$119K -16,796 -38%
Comerica Bank
57
Comerica Bank
Texas
$221K -$11.2K -1,570 -5%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$210K +$7.6K +1,070 +4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$209K +$43.8K +6,161 +31%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$206K -$3.69K -520 -2%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$198K -$8.64K -1,217 -5%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$194K +$19.3K +2,717 +13%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$189K
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$186K -$7 -1 -0%
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$178K +$159K +22,404 New
AIG
66
American International Group
New York
$166K +$31.5K +4,433 +27%
CAM
67
Capstone Asset Management
Texas
$158K -$1.39K -195 -1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$157K +$25.9K +3,653 +23%
TPSF
69
Texas Permanent School Fund
Texas
$154K +$1.15K +162 +0.8%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$127K +$7.39K +1,040 +7%
GI
71
GAMCO Investors
Connecticut
$120K
Neuberger Berman Group
72
Neuberger Berman Group
New York
$119K +$106K +14,931 New
VOYA Investment Management
73
VOYA Investment Management
Georgia
$115K +$103K +14,442 New
ASRS
74
Arizona State Retirement System
Arizona
$110K
ARTA
75
A.R.T. Advisors
New York
$110K +$98.7K +13,894 New

LXU Hedge Fund Activity: Q2 2017 in Review

107 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q2 2017, worth a combined $205M — up 11% from $185M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LXU and 13 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 42 added.

The largest buyer was Putnam Investments, opening a new position worth an estimated $2.17M. The largest seller was Ameriprise, cutting an estimated $2.63M.

  • 107 institutional investors held LSB Industries (LXU) as of Q2 2017, down from 112 in Q1 2017.
  • Funds reported $205M of LSB Industries stock for Q2 2017, up 11% quarter-over-quarter.
  • 13 funds opened new LSB Industries positions in Q2 2017 and 16 closed out, a net change of -3 holders.
  • The largest LSB Industries buyer in Q2 2017 was Putnam Investments, an estimated $2.17M added.
  • The largest LSB Industries seller in Q2 2017 was Ameriprise, an estimated $2.63M sold.

Based on aggregated 13F filings for Q2 2017.