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LCI Industries

266 hedge funds and large institutions have $3.16B invested in LCI Industries in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$312M)

10% more funds holding

Funds holding: 241266 (+25)

1.18% less ownership

Funds ownership: 98.72%97.54% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 95

11% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.68M

Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
44
Increased
85
Reduced
95
Closed
19
Calls
$8.62M
Puts
$9.68M
Net Calls
-$1.05M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Gemmer Asset Management
California
$5K +$123 +1 +3%
TL
252
TrueWealth LLC
Georgia
$5K +$4.42K +36 New
CHP
253
Cable Hill Partners
Oregon
$4K
QCG
254
Quadrant Capital Group
Ohio
$4K
OWA
255
One Wealth Advisors
California
$4K +$3.81K +31 New
OFW
256
Omnia Family Wealth
Florida
$3K
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.07K +25 New
CIM
258
Contravisory Investment Management
Massachusetts
$2K
GWM
259
Geneos Wealth Management
Colorado
$2K
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.6K +13 New
QI
261
QS Investors
New York
$1K
TWA
262
TCI Wealth Advisors
Arizona
$1K
AssetMark Inc
263
AssetMark Inc
California
$1K +$983 +8 New
GI
264
Gradient Investments
Minnesota
$1K +$1.35K +11 New
Walleye Trading
265
Walleye Trading
New York
$447 +$423K +3,439 New
PCG
266
Private Capital Group
Connecticut
$49 +$5.9K +48 New
NFA
267
Nationwide Fund Advisors
Ohio
-$5.03M -43,400 Closed
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
-$3.26M -28,142 Closed
Capital Fund Management (CFM)
269
Capital Fund Management (CFM)
France
-$2.6M -22,486 Closed
Allianz Asset Management
270
Allianz Asset Management
Germany
-$828K -7,146 Closed
ARTA
271
A.R.T. Advisors
New York
-$639K -5,520 Closed
NA
272
Navellier & Associates
Nevada
-$596K -5,141 Closed
SGI
273
Summit Global Investments
Utah
-$591K -5,100 Closed
OSAM
274
O'Shaughnessy Asset Management
Connecticut
-$550K -4,749 Closed
Wolverine Trading
275
Wolverine Trading
Illinois
-$507K -4,380 Closed

LCII Hedge Fund Activity: Q4 2017 in Review

266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2017, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LCII positions and 19 closed out — a net gain of 25 holders — while 85 added to existing stakes and 95 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $74.5M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $37.5M.

  • 266 institutional investors held LCI Industries (LCII) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $3.16B of LCI Industries stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new LCI Industries positions in Q4 2017 and 19 closed out, a net change of +25 holders.
  • The largest LCI Industries buyer in Q4 2017 was Congress Asset Management, an estimated $74.5M added.
  • The largest LCI Industries seller in Q4 2017 was Columbia Wanger Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2017.