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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
CAM
101
Capstone Asset Management
Texas
$352K +$54.5K +1,830 +20%
Asset Management One
102
Asset Management One
Japan
$333K -$298K -10,010 -49%
OA
103
OFI Advisors
Pennsylvania
$329K -$24.2K -813 -7%
SCM
104
Symons Capital Management
Pennsylvania
$311K -$8.9K -299 -3%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$292K +$1.94K +65 +0.7%
CCM
106
Cullen Capital Management
New York
$283K – – –
GCP
107
GSA Capital Partners
United Kingdom
$267K +$3.39K +114 +1%
B
108
Baird
Wisconsin
$261K -$297K -9,970 -55%
ARC
109
Absolute Return Capital
Massachusetts
$257K +$239K +8,025 New
Truist Financial
110
Truist Financial
North Carolina
$235K +$1.43K +48 +0.7%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$229K – – –
ST
112
Spot Trading
Illinois
$222K +$206K +6,929 New
CSS
113
Cubist Systematic Strategies
Connecticut
$219K +$203K +6,826 New
CL
114
Croft-Leominster
Maryland
$217K +$201K +6,760 New
KeyBank National Association
115
KeyBank National Association
Ohio
$215K +$199K +6,695 New
PI
116
Placemark Investments
Illinois
$214K +$199K +6,694 New
STC
117
SEI Trust Company
Pennsylvania
$204K +$77.4K +2,599 +69%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$192K – – –
CIA
119
Capital Impact Advisors
Massachusetts
$167K +$155K +5,213 New
PI
120
PineBridge Investments
New York
$123K -$70.7K -2,373 -38%
MSA
121
Mason Street Advisors
Wisconsin
$100K +$2.65K +89 +3%
PSI
122
Pinnacle Summer Investments
Virginia
$97K +$96.8K +3,250 New
US Bancorp
123
US Bancorp
Minnesota
$74K -$26.8K -900 -28%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$69K – – –
VFA
125
Virtus Fund Advisers
Connecticut
$69K +$63.8K +2,144 New
3 4
5
6 7

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.