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LCI Industries
LCII

289 hedge funds and large institutions have $3.3B invested in LCI Industries in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 91

4% more funds holding

Funds holding: 278 → 289 (+11)

4% less capital invested

Capital invested by funds: $3.44B → $3.3B (-$136M)

1.98% less ownership

Funds ownership: 107.95% → 105.97% (-2%)

89% less call options, than puts

Call options by funds: $5.33M | Put options by funds: $48.9M

Holders
289
Holders Change
+11
Holders Change %
+3.96%
% of All Funds
4.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
102
Reduced
91
Closed
36
Calls
$5.33M
Puts
$48.9M
Net Calls
-$43.6M
Net Calls Change
+$402K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
3
NC
NewSquare Capital
Pennsylvania
+$7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.83M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$4.83M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$51.8M
2
Boston Partners
Boston Partners
Massachusetts
-$36.8M
3
Morgan Stanley
Morgan Stanley
New York
-$29.5M
4
RA
Royce & Associates
New York
-$19.7M
5
Franklin Resources
Franklin Resources
California
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
226
Covestor
United Kingdom
$29K +$8K +68 +40%
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$25.5K – – –
CFM
228
Catalyst Funds Management
Australia
$24.6K +$23.5K +200 New
SO
229
STRS Ohio
Ohio
$24K -$70.6K -600 -75%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$23.9K +$23.4K +199 New
Nomura Asset Management
231
Nomura Asset Management
Japan
$23.4K – – –
AF
232
Allworth Financial
California
$21.3K +$4.24K +36 +26%
AWM
233
Avior Wealth Management
Nebraska
$20.2K +$19.3K +164 New
AWM
234
Abound Wealth Management
Tennessee
$20.2K – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$19.3K -$1.76K -15 -9%
NCTC
236
New Covenant Trust Company
Indiana
$19.3K +$18.5K +157 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$19K -$3.18K -27 -15%
CT
238
Colonial Trust
South Carolina
$17.8K +$17.1K +145 New
HNB
239
Huntington National Bank
Ohio
$17.5K +$16.6K +141 +14,100%
PS
240
Principal Securities
Iowa
$17K +$1.65K +14 +11%
S
241
SignatureFD
Georgia
$16.7K +$9.41K +80 +143%
BEI
242
Benjamin Edwards Inc
Missouri
$13K +$353 +3 +3%
RA
243
Rise Advisors
New York
$12.3K +$11.8K +100 New
CFD
244
Creative Financial Designs
Indiana
$10.8K – – –
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$10.5K -$1.53K -13 -13%
PCMC
246
Planning Capital Management Corporation
Pennsylvania
$9.97K – – –
MG
247
Mather Group
Illinois
$9.93K +$9.29K +79 New
NA
248
NewEdge Advisors
Louisiana
$9.23K – – –
SA
249
Scarborough Advisors
Maryland
$9.03K – – –
PA
250
Parallel Advisors
California
$8.12K +$5.18K +44 +200%
8 9
10
11 12

LCII Hedge Fund Activity: Q1 2024 in Review

289 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2024, worth a combined $3.3B — down 4% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new LCII positions and 36 closed out — a net gain of 13 holders — while 102 added to existing stakes and 91 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $70.7M. The largest seller was Neuberger Berman Group, cutting an estimated $51.8M.

  • 289 institutional investors held LCI Industries (LCII) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3.3B of LCI Industries stock for Q1 2024, down 4% quarter-over-quarter.
  • 49 funds opened new LCI Industries positions in Q1 2024 and 36 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q1 2024 was Pacer Advisors, an estimated $70.7M added.
  • The largest LCI Industries seller in Q1 2024 was Neuberger Berman Group, an estimated $51.8M sold.

Based on aggregated 13F filings for Q1 2024.