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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
CS
76
Credit Suisse
Switzerland
$861K +$274K +9,198 +52%
TPSF
77
Texas Permanent School Fund
Texas
$807K +$1.19K +40 +0.2%
Comerica Bank
78
Comerica Bank
Texas
$788K -$18.3K -613 -2%
TM
79
TigerShark Management
New York
$778K +$723K +24,281 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$748K +$7.74K +260 +1%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$688K -$31K -1,040 -5%
BG
82
BlackRock Group
United Kingdom
$680K -$119K -3,997 -16%
WC
83
Wexford Capital
Florida
$625K – – –
ANTB
84
AMG National Trust Bank
Colorado
$613K -$4.11K -138 -0.7%
AAM
85
Advisors Asset Management
Colorado
$613K +$4.71K +158 +0.8%
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$608K -$4.76K -160 -0.8%
ASRS
87
Arizona State Retirement System
Arizona
$570K +$7.74K +260 +1%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$569K +$528K +17,746 New
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$561K -$88.3K -2,967 -14%
DC
90
Deere & Company
Illinois
$558K +$518K +17,398 New
WAM
91
Wolverine Asset Management
Illinois
$512K +$476K +15,990 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$474K – – –
BA
93
BlackRock Advisors
Delaware
$465K -$63.8K -2,143 -13%
ProShare Advisors
94
ProShare Advisors
Maryland
$420K -$375K -12,590 -49%
FAM
95
Fortaleza Asset Management
Illinois
$418K +$389K +13,052 New
MCM
96
MAI Capital Management
Ohio
$417K – – –
FP
97
Foundry Partners
Minnesota
$413K -$1.73K -58 -0.4%
Nomura Holdings
98
Nomura Holdings
Japan
$379K +$355K +11,926 New
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$371K – – –
Goldman Sachs
100
Goldman Sachs
New York
$371K +$66.5K +2,235 +24%
2 3
4
5 6

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.