LSB Industries
LXU
131 hedge funds and large institutions have $579M invested in LSB Industries in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 17 closing their positions.
162% more call options, than puts
Call options by funds: $627K | Put options by funds: $239K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 43
11% more capital invested
Capital invested by funds: $521M → $579M (+$57.6M)
0.69% more ownership
Funds ownership: 99.3% → 99.99% (+0.69%)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
2% less funds holding
Funds holding: 133 → 131 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$13.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$11.9M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
+$5.28M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
+$4.69M |
| 5 |
GJL
Gendell Jeffrey L
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$24.3M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$5.53M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$4.1M |
| 4 |
RA
Royce & Associates
New York
|
-$4.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$3.89M |
LXU Hedge Fund Activity: Q3 2013 in Review
131 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q3 2013, worth a combined $579M — up 11% from $521M a quarter earlier.
Fund positioning in LXU was balanced in Q3 2013: 17 funds opened new positions, 17 closed out, 58 added to existing stakes and 43 trimmed.
The largest buyer was Heartland Advisors, adding an estimated $13.4M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $24.3M sold.
- 131 institutional investors held LSB Industries (LXU) as of Q3 2013, down from 133 in Q2 2013.
- Funds reported $579M of LSB Industries stock for Q3 2013, up 11% quarter-over-quarter.
- 17 funds opened new LSB Industries positions in Q3 2013 and 17 closed out, a net change of 0 holders.
- The largest LSB Industries buyer in Q3 2013 was Heartland Advisors, an estimated $13.4M added.
- The largest LSB Industries seller in Q3 2013 was Neuberger Berman Group, an estimated $24.3M sold.
Based on aggregated 13F filings for Q3 2013.