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LSB Industries

128 hedge funds and large institutions have $283M invested in LSB Industries in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $980K | Put options by funds: $216K

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.14% less ownership

Funds ownership: 54.08%51.94% (-2.1%)

2% less funds holding

Funds holding: 131128 (-3)

7% less capital invested

Capital invested by funds: $304M → $283M (-$21.6M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
49
Reduced
37
Closed
19
Calls
$980K
Puts
$216K
Net Calls
+$764K
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$48.3M +$958K +111,555 +2%
RR
2
Robotti Robert
$32.5M -$122K -14,258 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.4M +$106K +12,345 +0.4%
GJL
4
Gendell Jeffrey L
$20.7M +$1.28M +149,072 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.5M +$37.5K +4,369 +0.2%
SFM
6
Systematic Financial Management
New Jersey
$13.4M +$876K +102,027 +6%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$13.4M +$760K +88,506 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.4M -$454K -52,900 -3%
American Century Companies
9
American Century Companies
Missouri
$12.3M +$1.45M +169,275 +12%
State Street
10
State Street
Massachusetts
$9.78M +$210K +24,445 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.25M +$64.4K +7,496 +0.6%
Cerity Partners
12
Cerity Partners
New York
$6.37M -$4.95M -576,214 -42%
TAM
13
Third Avenue Management
New York
$5.99M
Northern Trust
14
Northern Trust
Illinois
$3.68M +$196K +22,874 +5%
Charles Schwab
15
Charles Schwab
California
$3.59M -$222K -25,842 -5%
UBS Group
16
UBS Group
Switzerland
$2.83M +$314K +36,555 +11%
Goldman Sachs
17
Goldman Sachs
New York
$2.64M +$505K +58,833 +20%
Millennium Management
18
Millennium Management
New York
$1.89M +$1.47M +171,176 +221%
RA
19
Royce & Associates
New York
$1.75M +$418K +48,641 +27%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.72M -$867K -100,993 -31%
Morgan Stanley
21
Morgan Stanley
New York
$1.71M -$216K -25,113 -10%
Invesco
22
Invesco
Georgia
$1.71M +$126K +14,665 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.55M -$1.15K -134 -0.1%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.42M -$330K -38,400 -17%
N
25
Nuveen
North Carolina
$1.41M

LXU Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q4 2024, worth a combined $283M — down 7.1% from $304M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LXU and 16 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 49 added.

The largest buyer was CenterBook Partners, opening a new position worth an estimated $1.48M. The largest seller was International Assets Investment Management, cutting an estimated $6.81M.

  • 128 institutional investors held LSB Industries (LXU) as of Q4 2024, down from 131 in Q3 2024.
  • Funds reported $283M of LSB Industries stock for Q4 2024, down 7.1% quarter-over-quarter.
  • 16 funds opened new LSB Industries positions in Q4 2024 and 19 closed out, a net change of -3 holders.
  • The largest LSB Industries buyer in Q4 2024 was CenterBook Partners, an estimated $1.48M added.
  • The largest LSB Industries seller in Q4 2024 was International Assets Investment Management, an estimated $6.81M sold.

Based on aggregated 13F filings for Q4 2024.