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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
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$289K +$9.98K +390 +3%
BMCMI
102
Bryn Mawr Capital Management Inc
Pennsylvania
$283K +$299K +11,684 New
Citigroup
103
Citigroup
New York
$275K +$234K +9,157 +416%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$269K -$658K -25,700 -70%
Goldman Sachs
105
Goldman Sachs
New York
$266K -$126K -4,919 -31%
CCM
106
Cullen Capital Management
New York
$248K – – –
US Bancorp
107
US Bancorp
Minnesota
$223K +$57.9K +2,261 +32%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$220K – – –
PCM
109
Potomac Capital Management
New York
$204K +$216K +8,450 New
PI
110
Placemark Investments
Illinois
$200K +$1.82K +71 +0.9%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$173K – – –
SG Americas Securities
112
SG Americas Securities
New York
$164K +$174K +6,789 New
MERSOM
113
Municipal Employees' Retirement System of Michigan
Michigan
$154K – – –
PI
114
PineBridge Investments
New York
$142K +$14K +548 +10%
CIA
115
Capital Impact Advisors
Massachusetts
$126K – – –
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$111K -$14.1K -552 -11%
Legal & General Group
117
Legal & General Group
United Kingdom
$91K – – –
MSA
118
Mason Street Advisors
Wisconsin
$79K +$2.56K +100 +3%
UBS Group
119
UBS Group
Switzerland
$64K +$67.3K +2,627 New
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$63K +$16.2K +631 +32%
Barclays
121
Barclays
United Kingdom
$53K -$6.03M -235,518 -99%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K +$18.4K +720 +60%
Creative Planning
123
Creative Planning
Kansas
$31K +$33.3K +1,300 New
PCM
124
Prelude Capital Management
New York
$31K +$33.3K +1,300 New
MFS
125
MSI Financial Services
Massachusetts
$29K -$5.66K -221 -16%
3 4
5
6 7

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.