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LSB Industries
LXU

139 hedge funds and large institutions have $277M invested in LSB Industries in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

2.15% less ownership

Funds ownership: 105.28% → 103.13% (-2.1%)

4% less funds holding

Funds holding: 145 → 139 (-6)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

63% less capital invested

Capital invested by funds: $750M → $277M (-$474M)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
3.88%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.06%
New
24
Increased
53
Reduced
46
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Ascend Capital
California
+$11.7M
2
RR
Robotti Robert
+$8.71M
3
HK
Horizon Kinetics
New York
+$7.07M
4
GJL
Gendell Jeffrey L
+$6.58M
5
AR
Advisory Research
Illinois
+$6.17M

Top Sellers

1
WC
Walthausen & Co
New York
-$19.6M
2
DnB Asset Management
DnB Asset Management
Norway
-$15.2M
3
KPF
K2 Principal Fund
Ontario, Canada
-$12.1M
4
American Century Companies
American Century Companies
Missouri
-$8.36M
5
SBH
Segall Bryant & Hamill
Illinois
-$7.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
– -$911K -28,990 Closed
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
– -$621K -19,760 Closed
RJA
153
Raymond James & Associates
Florida
– -$537K -17,094 Closed
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
– -$480K -15,275 Closed
UCFA
155
United Capital Financial Advisors
Texas
– -$403K -12,844 Closed
WC
156
Wexford Capital
Florida
– -$368K -11,700 Closed
LSERS
157
Louisiana State Employees Retirement System
Louisiana
– -$355K -11,310 Closed
TF
158
Trutina Financial
Washington
– -$328K -10,439 Closed
CCM
159
Cullen Capital Management
New York
– -$323K -10,270 Closed
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
– -$310K -9,880 Closed
CAM
161
Capstone Asset Management
Texas
– -$300K -9,542 Closed
GCP
162
GSA Capital Partners
United Kingdom
– -$282K -8,983 Closed
Franklin Resources
163
Franklin Resources
California
– -$245K -7,807 Closed
Lazard Asset Management
164
Lazard Asset Management
New York
– -$176K -5,623 Closed
ASN
165
Advisory Services Network
Georgia
– -$82K -2,579 Closed
WT
166
Whittier Trust
California
– -$14K -455 Closed
CCA
167
Catalyst Capital Advisors
New York
– -$7K -208 Closed
GAM
168
Gemmer Asset Management
California
– -$2K -75 Closed
3 4 5 6
7

LXU Hedge Fund Activity: Q3 2015 in Review

139 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q3 2015, worth a combined $277M — down 63% from $750M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LXU and 24 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was Ascend Capital, opening a new position worth an estimated $11.7M. The largest seller was Walthausen & Co, exiting entirely with an estimated $19.6M sold.

  • 139 institutional investors held LSB Industries (LXU) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $277M of LSB Industries stock for Q3 2015, down 63% quarter-over-quarter.
  • 24 funds opened new LSB Industries positions in Q3 2015 and 29 closed out, a net change of -5 holders.
  • The largest LSB Industries buyer in Q3 2015 was Ascend Capital, an estimated $11.7M added.
  • The largest LSB Industries seller in Q3 2015 was Walthausen & Co, an estimated $19.6M sold.

Based on aggregated 13F filings for Q3 2015.