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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$27K +$1.13K +44 +4%
Canada Life
127
Canada Life
Manitoba, Canada
$25K – – –
TRCT
128
Tower Research Capital (TRC)
New York
$21K -$107K -4,182 -83%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$18K -$3.74K -146 -16%
BlackRock
130
BlackRock
New York
$17K – – –
Lazard Asset Management
131
Lazard Asset Management
New York
$8K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$7K – – –
ST
133
Smithfield Trust
Pennsylvania
$4K – – –
GAM
134
Gemmer Asset Management
California
$1K – – –
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$424 -$7.25K -283 -2%
LCM
136
Lonestar Capital Management
California
– -$17M -617,630 Closed
ZCG
137
Zesiger Capital Group
New York
– -$13.4M -486,259 Closed
OAM
138
Oxford Asset Management
United Kingdom
– -$2.09M -75,457 Closed
Millennium Management
139
Millennium Management
New York
– -$1.85M -67,272 Closed
TC
140
TFS Capital
Pennsylvania
– -$1.77M -64,292 Closed
FAM
141
Fortaleza Asset Management
Illinois
– -$722K -26,273 Closed
ZIG
142
Zuckerman Investment Group
Illinois
– -$714K -26,000 Closed
WAM
143
Wolverine Asset Management
Illinois
– -$439K -15,990 Closed
SCM
144
Stevens Capital Management
Pennsylvania
– -$332K -12,095 Closed
ProShare Advisors
145
ProShare Advisors
Maryland
– -$289K -10,517 Closed
Nomura Holdings
146
Nomura Holdings
Japan
– -$275K -9,957 Closed
SCM
147
Symons Capital Management
Pennsylvania
– -$232K -8,431 Closed
GCP
148
GSA Capital Partners
United Kingdom
– -$207K -7,553 Closed
Asset Management One
149
Asset Management One
Japan
– -$193K -7,020 Closed
ST
150
Spot Trading
Illinois
– -$184K -6,695 Closed
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.