LSB Industries
LXU
189 hedge funds and large institutions have $736M invested in LSB Industries in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 16 closing their positions.
2,955% more call options, than puts
Call options by funds: $16.5M | Put options by funds: $539K
275% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 16
117% more capital invested
Capital invested by funds: $339M → $736M (+$397M)
53% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 43
27% more funds holding
Funds holding: 149 → 189 (+40)
13.3% more ownership
Funds ownership: 55.45% → 68.74% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$26.9M |
| 2 |
D.E. Shaw & Co
New York
|
+$22.9M |
| 3 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
+$21.7M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$11.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$21.9M |
| 2 |
CM
CastleKnight Management
New York
|
-$19.7M |
| 3 |
GJL
Gendell Jeffrey L
|
-$18.1M |
| 4 |
RR
Robotti Robert
|
-$13.7M |
| 5 |
TAM
Third Avenue Management
New York
|
-$4.66M |
LXU Hedge Fund Activity: Q1 2026 in Review
189 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q1 2026, worth a combined $736M — up 117% from $339M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new LXU positions and 16 closed out — a net gain of 44 holders — while 66 added to existing stakes and 43 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $26.9M. The largest seller was BlackRock, cutting an estimated $21.9M.
- 189 institutional investors held LSB Industries (LXU) as of Q1 2026, up from 149 in Q4 2025.
- Funds reported $736M of LSB Industries stock for Q1 2026, up 117% quarter-over-quarter.
- 60 funds opened new LSB Industries positions in Q1 2026 and 16 closed out, a net change of +44 holders.
- The largest LSB Industries buyer in Q1 2026 was Susquehanna International Group, an estimated $26.9M added.
- The largest LSB Industries seller in Q1 2026 was BlackRock, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2026.