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LCI Industries
LCII

256 hedge funds and large institutions have $2.55B invested in LCI Industries in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

0.3% more ownership

Funds ownership: 97.54% → 97.84% (+0.3%)

4% less funds holding

Funds holding: 266 → 256 (-10)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

19% less capital invested

Capital invested by funds: $3.16B → $2.55B (-$609M)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

73% less call options, than puts

Call options by funds: $4.09M | Put options by funds: $15.1M

Holders
256
Holders Change
-10
Holders Change %
-3.76%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
30
Increased
97
Reduced
88
Closed
37
Calls
$4.09M
Puts
$15.1M
Net Calls
-$11M
Net Calls Change
-$9.99M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$67.6M
2
RP
RR Partners
New York
+$29M
3
Lazard Asset Management
Lazard Asset Management
New York
+$17M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$11.1M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$9.68M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$18.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$12.3M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
-$10.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$9.49M
5
NPIC
Neumeier Poma Investment Counsel
California
-$8.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
226
Private Capital Group
Connecticut
$40K +$38.1K +332 +692%
MCWS
227
McKinley Carter Wealth Services
West Virginia
$38K +$42K +366 New
HNB
228
Huntington National Bank
Ohio
$35K +$804 +7 +2%
SWA
229
Sutton Wealth Advisors
Florida
$34.9K – – –
PFBT
230
Parkside Financial Bank & Trust
Missouri
$33K -$1.38K -12 -4%
Fuller & Thaler Asset Management
231
Fuller & Thaler Asset Management
California
$31K – – –
FHA
232
First Horizon Advisors
Tennessee
$29K – – –
IA
233
IFP Advisors
Florida
$22K – – –
SWM
234
SeaCrest Wealth Management
New York
$19K – – –
MAM
235
Meeder Asset Management
Ohio
$9K -$2.18K -19 -17%
FPFS
236
First Personal Financial Services
North Carolina
$8K – – –
CTC
237
Central Trust Company
Missouri
$8K +$9.19K +80 New
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$7K – – –
APP
240
Avantax Planning Partners
Iowa
$6K +$6.09K +53 New
S
241
SignatureFD
Georgia
$5K +$5.17K +45 New
ASN
242
Advisory Services Network
Georgia
$4K – – –
GAM
243
Gemmer Asset Management
California
$4K +$689 +6 +17%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$4K +$4.25K +37 New
CCA
245
Clearwater Capital Advisors
Illinois
$4K +$4.59K +40 New
CHP
246
Cable Hill Partners
Oregon
$3K – – –
OWA
247
One Wealth Advisors
California
$3K – – –
OFW
248
Omnia Family Wealth
Florida
$2K – – –
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
QCG
250
Quadrant Capital Group
Ohio
$2K – – –
8 9
10
11 12

LCII Hedge Fund Activity: Q1 2018 in Review

256 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2018, worth a combined $2.55B — down 19% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of LCII and 30 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 97 added.

The largest buyer was Ameriprise, adding an estimated $67.6M. The largest seller was Franklin Resources, cutting an estimated $18.7M.

  • 256 institutional investors held LCI Industries (LCII) as of Q1 2018, down from 266 in Q4 2017.
  • Funds reported $2.55B of LCI Industries stock for Q1 2018, down 19% quarter-over-quarter.
  • 30 funds opened new LCI Industries positions in Q1 2018 and 37 closed out, a net change of -7 holders.
  • The largest LCI Industries buyer in Q1 2018 was Ameriprise, an estimated $67.6M added.
  • The largest LCI Industries seller in Q1 2018 was Franklin Resources, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2018.