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LCI Industries

278 hedge funds and large institutions have $3.44B invested in LCI Industries in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $3.17B → $3.44B (+$268M)

4% more funds holding

Funds holding: 268278 (+10)

1.36% more ownership

Funds ownership: 106.59%107.95% (+1.4%)

45% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 126

82% less call options, than puts

Call options by funds: $9.4M | Put options by funds: $53.4M

Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
69
Reduced
126
Closed
30
Calls
$9.4M
Puts
$53.4M
Net Calls
-$44M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$17.2K -$690 -6 -4%
PS
227
Principal Securities
Iowa
$15.6K +$14.3K +124 New
BTI
228
Blue Trust Inc
Georgia
$15K +$15K +130 New
BEI
229
Benjamin Edwards Inc
Missouri
$13K +$805 +7 +7%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$12.3K -$2.07K -18 -16%
CFD
231
Creative Financial Designs
Indiana
$11.1K
PCMC
232
Planning Capital Management Corporation
Pennsylvania
$10.2K +$9.32K +81 New
NA
233
NewEdge Advisors
Louisiana
$9.43K +$8.63K +75 New
SA
234
Scarborough Advisors
Maryland
$9.14K +$8.4K +73 New
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$8.67K -$1.03K -9 -12%
VCM
236
Versant Capital Management
Arizona
$7.29K -$6.56K -57 -50%
WAM
237
Wolverine Asset Management
Illinois
$7.17K +$6.56K +57 New
S
238
SignatureFD
Georgia
$7.04K -$16K -139 -71%
ST
239
Smithfield Trust
Pennsylvania
$7K
BFEC
240
Benjamin F. Edwards & Company
Missouri
$7K +$6.79K +59 New
IA
241
IFP Advisors
Florida
$6.94K -$1.84K -16 -23%
VWM
242
Venturi Wealth Management
Texas
$6.54K
GJIA
243
Glass Jacobson Investment Advisors
Maryland
$6.41K
CA
244
Clearstead Advisors
Ohio
$6.29K -$460 -4 -7%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$6.16K
PTC
246
Private Trust Company
Ohio
$5.78K
KFI
247
Key Financial Inc
Pennsylvania
$5.15K
LA
248
LM Advisors
California
$5.03K +$4.6K +40 New
ETC
249
Exchange Traded Concepts
Oklahoma
$4.9K +$2.3K +20 +105%
LC
250
Lindbrook Capital
California
$3.77K

LCII Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2023, worth a combined $3.44B — up 8.5% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new LCII positions and 30 closed out — a net gain of 13 holders — while 69 added to existing stakes and 126 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $58.6M sold.

  • 278 institutional investors held LCI Industries (LCII) as of Q4 2023, up from 268 in Q3 2023.
  • Funds reported $3.44B of LCI Industries stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 43 funds opened new LCI Industries positions in Q4 2023 and 30 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2023 was Fidelity Investments, an estimated $101M added.
  • The largest LCI Industries seller in Q4 2023 was Fiduciary Management Inc, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2023.