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LSB Industries

136 hedge funds and large institutions have $757M invested in LSB Industries in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $1M | Put options by funds: $264K

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

36% more capital invested

Capital invested by funds: $558M → $757M (+$200M)

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3.2% more ownership

Funds ownership: 102.05%105.25% (+3.2%)

1% more funds holding

Funds holding: 135136 (+1)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
15
Increased
58
Reduced
46
Closed
12
Calls
$1M
Puts
$264K
Net Calls
+$736K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Starboard Value
New York
$71.3M
AR
2
Advisory Research
Illinois
$57.2M -$14.4M -525,109 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55M +$2.09M +76,270 +5%
BFA
4
BlackRock Fund Advisors
California
$46.6M +$1.67M +61,082 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.9M +$4.12M +150,649 +14%
GJL
6
Gendell Jeffrey L
$29.9M +$248K +9,056 +1%
HK
7
Horizon Kinetics
New York
$29.1M +$25M +915,719 New
KCM
8
Kennedy Capital Management
Missouri
$26.1M -$2.37M -86,827 -10%
BIT
9
BlackRock Institutional Trust
California
$22.2M +$81.8K +2,992 +0.4%
Boston Partners
10
Boston Partners
Massachusetts
$21.4M -$860K -31,452 -4%
WC
11
Walthausen & Co
New York
$20.8M +$518K +18,954 +3%
American Century Companies
12
American Century Companies
Missouri
$15.8M -$9.81M -358,691 -42%
DnB Asset Management
13
DnB Asset Management
Norway
$15.8M +$1.63M +59,451 +14%
RR
14
Robotti Robert
$15.5M -$173K -6,309 -1%
FCM
15
Frontier Capital Management
Massachusetts
$14.9M +$2.89M +105,578 +29%
State Street
16
State Street
Massachusetts
$14.8M +$226K +8,273 +2%
Ameriprise
17
Ameriprise
Minnesota
$13.8M -$786K -28,747 -6%
FWSM
18
First Wilshire Securities Management
California
$12.6M -$605K -22,107 -5%
SBH
19
Segall Bryant & Hamill
Illinois
$11.5M -$39.5K -1,443 -0.4%
Northern Trust
20
Northern Trust
Illinois
$11.4M +$1.4M +51,106 +17%
KPF
21
K2 Principal Fund
Ontario, Canada
$11.3M +$9.04M +330,532 +1,413%
HA
22
Heartland Advisors
Wisconsin
$11.2M -$2.15M -78,460 -18%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$10.8M +$226K +8,256 +3%
Wells Fargo
24
Wells Fargo
California
$10.6M +$2.88M +105,152 +46%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.1M +$344K +12,590 +4%