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LSI Industries

99 hedge funds and large institutions have $194M invested in LSI Industries in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,010% more call options, than puts

Call options by funds: $311K | Put options by funds: $10K

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

95% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 19

52% more capital invested

Capital invested by funds: $128M → $194M (+$66M)

21% more funds holding

Funds holding: 8299 (+17)

1.29% more ownership

Funds ownership: 61.82%63.11% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
37
Reduced
19
Closed
10
Calls
$311K
Puts
$10K
Net Calls
+$301K
Net Calls Change
+$292K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1
Systematic Financial Management
New Jersey
$26.4M -$440K -43,968 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.9M +$346K +34,607 +3%
WA
3
WealthTrust Axiom
Pennsylvania
$12.6M +$78.6K +7,854 +0.8%
RA
4
Royce & Associates
New York
$10.6M -$1M -100,000 -10%
ACM
5
Archon Capital Management
Washington
$10.2M -$635K -63,469 -7%
BlackRock
6
BlackRock
New York
$9.8M +$252K +25,206 +3%
KCM
7
Kennedy Capital Management
Missouri
$9.59M -$235K -23,462 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.5M -$1.53M -153,379 -18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.57M
NSIM
10
North Star Investment Management
Illinois
$5.44M +$16.2K +1,620 +0.4%
EIM
11
Essex Investment Management
Massachusetts
$4.82M -$273K -27,241 -6%
PFPT
12
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.57M
HIM
13
Hillsdale Investment Management
Ontario, Canada
$4.41M +$2.66M +265,703 +280%
Franklin Resources
14
Franklin Resources
California
$3.79M
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$3.71M +$431K +43,084 +17%
Boston Partners
16
Boston Partners
Massachusetts
$3.26M +$2.66M +266,038 New
PI
17
Putnam Investments
Massachusetts
$3.15M -$2.55M -255,053 -50%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.14M +$139K +13,906 +6%
Morgan Stanley
19
Morgan Stanley
New York
$2.85M +$1.35M +134,689 +137%
EI
20
EAM Investors
California
$2.78M +$14.5K +1,446 +0.6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.75M -$552K -55,198 -20%
GIPM
22
G2 Investment Partners Management
New York
$2.27M +$957K +95,612 +106%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$2.11M -$328K -32,800 -16%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$2.04M +$1.17M +116,927 +236%
GC
25
Globeflex Capital
California
$1.97M +$1.61M +161,111 New

LYTS Hedge Fund Activity: Q4 2022 in Review

99 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in LSI Industries (LYTS) for Q4 2022, worth a combined $194M — up 52% from $128M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new LYTS positions and 10 closed out — a net gain of 18 holders — while 37 added to existing stakes and 19 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.66M. The largest seller was Putnam Investments, cutting an estimated $2.55M.

  • 99 institutional investors held LSI Industries (LYTS) as of Q4 2022, up from 82 in Q3 2022.
  • Funds reported $194M of LSI Industries stock for Q4 2022, up 52% quarter-over-quarter.
  • 28 funds opened new LSI Industries positions in Q4 2022 and 10 closed out, a net change of +18 holders.
  • The largest LSI Industries buyer in Q4 2022 was Boston Partners, an estimated $2.66M added.
  • The largest LSI Industries seller in Q4 2022 was Putnam Investments, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2022.