LSI Industries
LYTS
124 hedge funds and large institutions have $325M invested in LSI Industries in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 18 closing their positions.
1,098% more call options, than puts
Call options by funds: $503K | Put options by funds: $42K
7% more capital invested
Capital invested by funds: $305M → $325M (+$20.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.85% less ownership
Funds ownership: 74.79% → 73.94% (-0.85%)
5% less funds holding
Funds holding: 131 → 124 (-7)
25% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 53
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.07M |
| 2 |
First Eagle Investment Management
New York
|
+$1.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.37M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$1.02M |
| 5 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.56M |
| 2 |
Morgan Stanley
New York
|
-$1.62M |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.28M |
| 4 |
Two Sigma Advisers
New York
|
-$837K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$825K |
LYTS Hedge Fund Activity: Q1 2024 in Review
124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LSI Industries (LYTS) for Q1 2024, worth a combined $325M — up 6.7% from $305M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LYTS and 12 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 40 added.
The largest buyer was Wellington Management Group, adding an estimated $2.07M. The largest seller was Acadian Asset Management, cutting an estimated $2.56M.
- 124 institutional investors held LSI Industries (LYTS) as of Q1 2024, down from 131 in Q4 2023.
- Funds reported $325M of LSI Industries stock for Q1 2024, up 6.7% quarter-over-quarter.
- 12 funds opened new LSI Industries positions in Q1 2024 and 18 closed out, a net change of -6 holders.
- The largest LSI Industries buyer in Q1 2024 was Wellington Management Group, an estimated $2.07M added.
- The largest LSI Industries seller in Q1 2024 was Acadian Asset Management, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2024.