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.
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
Top Buyers
Top Sellers
| 1 |
TAM
Third Avenue Management
New York
|
-$9.37M |
| 2 |
SV
Starboard Value
New York
|
-$8.71M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$5.74M |
| 4 |
EC
Engaged Capital
Newport Beach,
California
|
-$5.3M |
| 5 |
RA
Royce & Associates
New York
|
-$4.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Marshall Wace
London,
United Kingdom
| – | -$574K | -19,941 | Closed |
|
|
EWM
152
Edge Wealth Management
New York
| – | -$561K | -19,500 | Closed |
|
153
Two Sigma Advisers
New York
| – | -$483K | -16,792 | Closed |
|
|
ACM
154
Advent Capital Management
New York
| – | -$437K | -15,171 | Closed |
|
155
Two Sigma Investments
New York
| – | -$236K | -8,190 | Closed |
|
156
SG Americas Securities
New York
| – | -$190K | -6,603 | Closed |
|
157
Credit Agricole
Montrouge Cedex,
France
| – | -$75K | -2,622 | Closed |
|
158
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$75K | -2,600 | Closed |
|
|
GPGA
159
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| – | -$69K | -2,405 | Closed |
|
|
HDIM
160
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$13K | -455 | Closed |
|
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.