LSI Industries
LYTS
189 hedge funds and large institutions have $549M invested in LSI Industries in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 18 closing their positions.
200% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 18
26% more capital invested
Capital invested by funds: $437M → $549M (+$112M)
21% more funds holding
Funds holding: 156 → 189 (+33)
18.07% more ownership
Funds ownership: 76.66% → 94.73% (+18%)
17% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 53
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$15.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.5M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$10.1M |
| 4 |
JIC
Juniper Investment Company
New York
|
+$8.86M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$3.18M |
| 2 |
Lazard Asset Management
New York
|
-$1.25M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.05M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$988K |
LYTS Hedge Fund Activity: Q1 2026 in Review
189 of the 8,180 institutional investors tracked by Wall St. Rank reported a position in LSI Industries (LYTS) for Q1 2026, worth a combined $549M — up 26% from $437M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new LYTS positions and 18 closed out — a net gain of 36 holders — while 62 added to existing stakes and 53 trimmed.
The largest buyer was Ophir Asset Management, opening a new position worth an estimated $15.3M. The largest seller was Oberweis Asset Management, exiting entirely with an estimated $3.18M sold.
- 189 institutional investors held LSI Industries (LYTS) as of Q1 2026, up from 156 in Q4 2025.
- Funds reported $549M of LSI Industries stock for Q1 2026, up 26% quarter-over-quarter.
- 54 funds opened new LSI Industries positions in Q1 2026 and 18 closed out, a net change of +36 holders.
- The largest LSI Industries buyer in Q1 2026 was Ophir Asset Management, an estimated $15.3M added.
- The largest LSI Industries seller in Q1 2026 was Oberweis Asset Management, an estimated $3.18M sold.
Based on aggregated 13F filings for Q1 2026.