LSB Industries
LXU
201 hedge funds and large institutions have $543M invested in LSB Industries in 2026 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 50 reducing their positions, and 36 closing their positions.
590% more call options, than puts
Call options by funds: $6.81M | Put options by funds: $986K
64% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 50
39% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 36
6% more funds holding
Funds holding: 189 → 201 (+12)
1.04% more ownership
Funds ownership: 68.74% → 69.78% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less capital invested
Capital invested by funds: $736M → $543M (-$193M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$14.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$12.2M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.6M |
| 4 |
BlackRock
New York
|
+$8.5M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$28.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$27.8M |
| 3 |
D.E. Shaw & Co
New York
|
-$25.9M |
| 4 |
Jane Street
New York
|
-$9.38M |
| 5 |
JF
Jump Financial
Chicago,
Illinois
|
-$6.64M |
LXU Hedge Fund Activity: Q2 2026 in Review
201 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q2 2026, worth a combined $543M — down 26% from $736M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new LXU positions and 36 closed out — a net gain of 14 holders — while 82 added to existing stakes and 50 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $14.5M. The largest seller was Ghisallo Capital Management, exiting entirely with an estimated $28.3M sold.
- 201 institutional investors held LSB Industries (LXU) as of Q2 2026, up from 189 in Q1 2026.
- Funds reported $543M of LSB Industries stock for Q2 2026, down 26% quarter-over-quarter.
- 50 funds opened new LSB Industries positions in Q2 2026 and 36 closed out, a net change of +14 holders.
- The largest LSB Industries buyer in Q2 2026 was Qube Research & Technologies (QRT), an estimated $14.5M added.
- The largest LSB Industries seller in Q2 2026 was Ghisallo Capital Management, an estimated $28.3M sold.
Based on aggregated 13F filings for Q2 2026.