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LCI Industries
LCII

205 hedge funds and large institutions have $1.7B invested in LCI Industries in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 55 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 55

3.83% more ownership

Funds ownership: 98.3% → 102.13% (+3.8%)

11% less funds holding

Funds holding: 230 → 205 (-25)

17% less capital invested

Capital invested by funds: $2.05B → $1.7B (-$353M)

43% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 53

82% less call options, than puts

Call options by funds: $634K | Put options by funds: $3.48M

Holders
205
Holders Change
-25
Holders Change %
-10.87%
% of All Funds
4.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
89
Reduced
55
Closed
53
Calls
$634K
Puts
$3.48M
Net Calls
-$2.85M
Net Calls Change
+$1.5M

Top Buyers

1
RA
Royce & Associates
New York
+$31.4M
2
Principal Financial Group
Principal Financial Group
Iowa
+$24.1M
3
CCM
Channing Capital Management
Illinois
+$24M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.9M
5
RHJA
Rice Hall James & Associates
California
+$9.83M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$12.2M
2
NPIC
Neumeier Poma Investment Counsel
California
-$11.5M
3
HRCM
Hood River Capital Management
Florida
-$8.82M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.54M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
251
Signet Financial Management
New Jersey
– -$3K -41 Closed
GAM
252
Gemmer Asset Management
California
– -$2K -30 Closed
DWM
253
Destination Wealth Management
California
– -$2K -28 Closed
OWA
254
One Wealth Advisors
California
– -$2K -20 Closed
VFA
255
Valeo Financial Advisors
Indiana
– -$1K -16 Closed
WSTAM
256
Wilbanks Smith & Thomas Asset Management
Virginia
– -$1K -9 Closed
CAW
257
Cornerstone Advisors (Washington)
Washington
– -$1K -7 Closed
7 8 9 10
11

LCII Hedge Fund Activity: Q4 2018 in Review

205 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2018, worth a combined $1.7B — down 17% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of LCII and 30 opened new positions — a net loss of 23 holders — while 55 trimmed existing stakes and 89 added.

The largest buyer was Royce & Associates, adding an estimated $31.4M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $12.2M sold.

  • 205 institutional investors held LCI Industries (LCII) as of Q4 2018, down from 230 in Q3 2018.
  • Funds reported $1.7B of LCI Industries stock for Q4 2018, down 17% quarter-over-quarter.
  • 30 funds opened new LCI Industries positions in Q4 2018 and 53 closed out, a net change of -23 holders.
  • The largest LCI Industries buyer in Q4 2018 was Royce & Associates, an estimated $31.4M added.
  • The largest LCI Industries seller in Q4 2018 was William Blair Investment Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2018.