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LCI Industries
LCII

238 hedge funds and large institutions have $2.6B invested in LCI Industries in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $2.23B → $2.6B (+$369M)

3% more funds holding

Funds holding: 231 → 238 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 97.93% → 97.01% (-0.92%)

7% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 84

46% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $25.2M

Holders
238
Holders Change
+7
Holders Change %
+3.03%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
78
Reduced
84
Closed
26
Calls
$13.6M
Puts
$25.2M
Net Calls
-$11.6M
Net Calls Change
-$14.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$26.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$24.8M
3
Ameriprise
Ameriprise
Minnesota
+$22.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.08M
5
WC
Walthausen & Co
New York
+$7.45M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.7M
2
Boston Partners
Boston Partners
Massachusetts
-$17.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.7M
4
LCOV
London Company of Virginia
Virginia
-$15.5M
5
CCM
Channing Capital Management
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
226
Capital Bank & Trust
California
$5K +$5.16K +51 New
HGWM
227
Harvest Group Wealth Management
Massachusetts
$4K – – –
S
228
SignatureFD
Georgia
$4K – – –
TWA
229
TCI Wealth Advisors
Arizona
$3K -$4.96K -49 -64%
Bessemer Group
230
Bessemer Group
New Jersey
$3K +$2.94K +29 New
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.94K +29 New
HPC
232
HM Payson & Co
Maine
$2K – – –
OPS
233
Orion Portfolio Solutions
Nebraska
$2K +$1.52K +15 New
TRCT
234
Tower Research Capital (TRC)
New York
$2K +$1.52K +15 New
APA
235
American Portfolios Advisors
New York
$1.82K – – –
TFGT
236
TS Financial Group (TSFG)
Illinois
$1K – – –
ADL
237
Asset Dedication LLC
California
$1K +$911 +9 New
Toronto Dominion Bank
238
Toronto Dominion Bank
Ontario, Canada
$1K +$1.22K +12 New
Wellington Management Group
239
Wellington Management Group
Massachusetts
– -$20.7M -225,516 Closed
LCOV
240
London Company of Virginia
Virginia
– -$15.5M -168,798 Closed
MPAM
241
Monarch Partners Asset Management
Massachusetts
– -$6.88M -74,855 Closed
Marshall Wace
242
Marshall Wace
United Kingdom
– -$3.67M -39,951 Closed
Squarepoint
243
Squarepoint
New York
– -$1.97M -21,428 Closed
GIM
244
Groesbeck Investment Management
New Jersey
– -$1.58M -17,181 Closed
MWNA
245
Marshall Wace North America
New York
– -$1.54M -16,820 Closed
PRCP
246
Pacific Ridge Capital Partners
Oregon
– -$1.2M -13,090 Closed
Sumitomo Mitsui Trust Group
247
Sumitomo Mitsui Trust Group
Japan
– -$767K -8,353 Closed
ARTA
248
A.R.T. Advisors
New York
– -$633K -6,897 Closed
CSS
249
Cubist Systematic Strategies
Connecticut
– -$629K -6,845 Closed
EGM
250
Engineers Gate Manager
New York
– -$467K -5,089 Closed
7 8 9
10
11

LCII Hedge Fund Activity: Q4 2019 in Review

238 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2019, worth a combined $2.6B — up 17% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LCII positions and 26 closed out — a net gain of 13 holders — while 78 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $26.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $20.7M sold.

  • 238 institutional investors held LCI Industries (LCII) as of Q4 2019, up from 231 in Q3 2019.
  • Funds reported $2.6B of LCI Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 39 funds opened new LCI Industries positions in Q4 2019 and 26 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2019 was BlackRock, an estimated $26.9M added.
  • The largest LCI Industries seller in Q4 2019 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2019.