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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
Bank of America
126
Bank of America
North Carolina
$68K -$972K -32,643 -94%
MFS
127
MSI Financial Services
Massachusetts
$46K -$4.41K -148 -9%
Citigroup
128
Citigroup
New York
$42K -$162K -5,453 -81%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$35K – – –
Canada Life
130
Canada Life
Manitoba, Canada
$33K – – –
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$30K +$18.2K +611 +199%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$29K – – –
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K +$24K +805 New
BlackRock
134
BlackRock
New York
$22K -$2.02K -68 -9%
U
135
UBS
Switzerland
$21K – – –
Barclays
136
Barclays
United Kingdom
$16K -$148K -4,987 -91%
QT
137
Quantbot Technologies
New York
$16K -$34.8K -1,170 -69%
TRCT
138
Tower Research Capital (TRC)
New York
$11K +$10.1K +339 New
Envestnet Asset Management
139
Envestnet Asset Management
Illinois
$9K +$2.83K +95 +55%
ACS
140
Archford Capital Strategies
Illinois
$6K – – –
WA
141
Waverly Advisors
Alabama
$6K +$119 +4 +2%
ST
142
Smithfield Trust
Pennsylvania
$5K – – –
GAM
143
Gemmer Asset Management
California
$2K – – –
EC
144
Engaged Capital
California
– -$5.3M -184,223 Closed
RA
145
Royce & Associates
New York
– -$4.18M -145,340 Closed
LOM
146
Loeb Offshore Management
New York
– -$2.05M -71,344 Closed
PCMI
147
Paradigm Capital Management Inc
New York
– -$1.79M -62,270 Closed
Millennium Management
148
Millennium Management
New York
– -$1.03M -35,715 Closed
BMCMI
149
Bryn Mawr Capital Management Inc
Pennsylvania
– -$690K -23,981 Closed
CBOA
150
Commonwealth Bank of Australia
Australia
– -$677K -23,530 Closed
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.