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LSI Industries

123 hedge funds and large institutions have $251M invested in LSI Industries in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $166K | Put options by funds: $57K

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

6% more funds holding

Funds holding: 116123 (+7)

3.2% more ownership

Funds ownership: 67.33%70.53% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $264M → $251M (-$13.1M)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
40
Reduced
38
Closed
25
Calls
$166K
Puts
$57K
Net Calls
+$109K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1
Systematic Financial Management
New Jersey
$29.6M +$1.39M +110,947 +5%
BlackRock
2
BlackRock
New York
$23.3M +$14.1M +1,127,478 +154%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.9M -$310K -24,787 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.4M +$1.74M +139,210 +11%
WA
5
WealthTrust Axiom
Pennsylvania
$11.1M +$32.9K +2,630 +0.3%
RA
6
Royce & Associates
New York
$10M
Renaissance Technologies
7
Renaissance Technologies
New York
$9.55M +$561K +44,800 +6%
ACM
8
Archon Capital Management
Washington
$7.21M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.97M +$3.5M +279,550 +102%
KCM
10
Kennedy Capital Management
Missouri
$6.55M -$1.05M -83,597 -14%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.59M +$1.03M +82,567 +23%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$5.46M +$1.34M +107,100 +33%
State Street
13
State Street
Massachusetts
$5.46M +$4.09M +326,955 +304%
NSIM
14
North Star Investment Management
Illinois
$4.8M -$27.9K -2,225 -0.6%
PFPT
15
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.69M
GIPM
16
G2 Investment Partners Management
New York
$4.4M -$1.71M -136,363 -28%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$4.17M -$758K -60,540 -15%
Morgan Stanley
18
Morgan Stanley
New York
$4.04M +$462K +36,862 +13%
Boston Partners
19
Boston Partners
Massachusetts
$3.76M -$217K -17,327 -5%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$3.7M -$68.8K -5,498 -2%
EIM
21
Essex Investment Management
Massachusetts
$3.58M -$804K -64,216 -18%
OAM
22
Oberweis Asset Management
Illinois
$3.56M +$1.29M +103,000 +57%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.51M +$677K +54,052 +24%
Northern Trust
24
Northern Trust
Illinois
$3.02M +$2.29M +182,787 +318%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.52M +$275K +22,000 +12%

LYTS Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in LSI Industries (LYTS) for Q2 2023, worth a combined $251M — down 4.9% from $264M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LYTS positions and 25 closed out — a net gain of 7 holders — while 40 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $14.1M. The largest seller was EAM Investors, exiting entirely with an estimated $4.21M sold.

  • 123 institutional investors held LSI Industries (LYTS) as of Q2 2023, up from 116 in Q1 2023.
  • Funds reported $251M of LSI Industries stock for Q2 2023, down 4.9% quarter-over-quarter.
  • 32 funds opened new LSI Industries positions in Q2 2023 and 25 closed out, a net change of +7 holders.
  • The largest LSI Industries buyer in Q2 2023 was BlackRock, an estimated $14.1M added.
  • The largest LSI Industries seller in Q2 2023 was EAM Investors, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2023.