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.
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
Top Buyers
| 1 |
SV
Starboard Value
New York
|
+$32.4M |
| 2 |
DnB Asset Management
Oslo,
Norway
|
+$5.65M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.92M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.52M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.57M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
151
Quantbot Technologies
New York
| – | -$152K | -5,568 | Closed |
|
152
BNP Paribas Financial Markets
Paris,
France
| – | -$40.8K | -1,485 | Closed |
|
|
WA
153
Waverly Advisors
Birmingham,
Alabama
| – | -$5K | -176 | Closed |
|
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.