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LSI Industries

131 hedge funds and large institutions have $305M invested in LSI Industries in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,340% more call options, than puts

Call options by funds: $610K | Put options by funds: $25K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

2% more funds holding

Funds holding: 128131 (+3)

1.88% more ownership

Funds ownership: 72.91%74.79% (+1.9%)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

9% less capital invested

Capital invested by funds: $334M → $305M (-$29.6M)

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
47
Reduced
44
Closed
18
Calls
$610K
Puts
$25K
Net Calls
+$585K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$859K +$543K +38,303 +169%
NA
52
Navellier & Associates
Nevada
$852K +$317K +22,363 +59%
BCM
53
Bridgeway Capital Management
Texas
$825K -$98.1K -6,923 -11%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$817K -$135K -9,550 -14%
JP Morgan Chase
55
JP Morgan Chase
New York
$814K -$328K -23,153 -29%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$813K +$347K +24,522 +74%
Swiss National Bank
57
Swiss National Bank
Switzerland
$680K +$684K +48,300 New
Aviva
58
Aviva
United Kingdom
$652K +$656K +46,290 New
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$629K +$413K +29,140 +187%
PAM
60
Panagora Asset Management
Massachusetts
$591K -$396K -27,948 -40%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$567K +$64.2K +4,531 +13%
Citigroup
62
Citigroup
New York
$562K +$150K +10,589 +36%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$558K +$28.9K +2,040 +5%
MAM
64
Martingale Asset Management
Massachusetts
$519K +$222K +15,700 +74%
JF
65
Jump Financial
Illinois
$506K +$98K +6,921 +24%
UBS Group
66
UBS Group
Switzerland
$488K +$138K +9,738 +39%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$459K +$83.6K +5,900 +22%
WTG
68
West Tower Group
Virginia
$456K -$123K -8,662 -21%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$430K +$87.9K +6,203 +25%
CS
70
Credit Suisse
Switzerland
$415K +$417K +29,444 New
BCI
71
Brinker Capital Investments
Pennsylvania
$407K -$56.2K -3,964 -12%
OPS
72
Orion Portfolio Solutions
Nebraska
$407K -$56.2K -3,964 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
73
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$378K +$38.3K +2,703 +11%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$373K +$293K +20,683 +358%
BG
75
Bahl & Gaynor
Ohio
$368K

LYTS Hedge Fund Activity: Q4 2023 in Review

131 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LSI Industries (LYTS) for Q4 2023, worth a combined $305M — down 8.8% from $334M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new LYTS positions and 18 closed out — a net gain of 5 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was AltraVue Capital, adding an estimated $7.43M. The largest seller was Oberweis Asset Management, exiting entirely with an estimated $4.74M sold.

  • 131 institutional investors held LSI Industries (LYTS) as of Q4 2023, up from 128 in Q3 2023.
  • Funds reported $305M of LSI Industries stock for Q4 2023, down 8.8% quarter-over-quarter.
  • 23 funds opened new LSI Industries positions in Q4 2023 and 18 closed out, a net change of +5 holders.
  • The largest LSI Industries buyer in Q4 2023 was AltraVue Capital, an estimated $7.43M added.
  • The largest LSI Industries seller in Q4 2023 was Oberweis Asset Management, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2023.