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LCI Industries

284 hedge funds and large institutions have $3.95B invested in LCI Industries in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

18% more capital invested

Capital invested by funds: $3.35B → $3.95B (+$597M)

5% more funds holding

Funds holding: 271284 (+13)

1.84% more ownership

Funds ownership: 98.63%100.47% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 93

38% less call options, than puts

Call options by funds: $8.82M | Put options by funds: $14.2M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
48
Increased
95
Reduced
93
Closed
31
Calls
$8.82M
Puts
$14.2M
Net Calls
-$5.33M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
251
Fieldpoint Private Securities
Connecticut
$12K
QCG
252
Quadrant Capital Group
Ohio
$11K -$2.98K -20 -22%
NFSG
253
Newbridge Financial Services Group
Florida
$11K +$149 +1 +1%
TWA
254
TCI Wealth Advisors
Arizona
$10K +$298 +2 +3%
ST
255
Smithfield Trust
Pennsylvania
$8K
ME
256
McIlrath & Eck
Washington
$8K +$7.44K +50 New
PCG
257
Private Capital Group
Connecticut
$6K
TFO
258
Tarbox Family Office
California
$6K
PA
259
Parallel Advisors
California
$6K +$1.34K +9 +32%
CWS
260
Confluence Wealth Services
Pennsylvania
$6K +$5.8K +39 New
ST
261
Sageworth Trust
Pennsylvania
$5K -$17.3K -116 -77%
Bessemer Group
262
Bessemer Group
New Jersey
$5K
DAM
263
Delta Asset Management
Tennessee
$5K +$5.21K +35 New
CWC
264
Carolinas Wealth Consulting
North Carolina
$4K -$298 -2 -7%
IA
265
IFP Advisors
Florida
$4K +$1.34K +9 +56%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.83K +19 New
AFG
267
Albion Financial Group
Utah
$3K +$3.27K +22 New
TPCW
268
TD Private Client Wealth
New York
$2.96K -$1.19K -8 -30%
BWA
269
BDO Wealth Advisors
Florida
$2K
DWP
270
Destiny Wealth Partners
Florida
$2K
GAM
271
Gemmer Asset Management
California
$2K
HNB
272
Huntington National Bank
Ohio
$2K +$149 +1 +7%
SWM
273
Spire Wealth Management
Virginia
$2K +$1.49K +10 New
UB
274
UMB Bank
Missouri
$2K +$1.78K +12 New
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93K -$32.3K -217 -2%

LCII Hedge Fund Activity: Q4 2021 in Review

284 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2021, worth a combined $3.95B — up 18% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LCII positions and 31 closed out — a net gain of 17 holders — while 95 added to existing stakes and 93 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $27.9M.

  • 284 institutional investors held LCI Industries (LCII) as of Q4 2021, up from 271 in Q3 2021.
  • Funds reported $3.95B of LCI Industries stock for Q4 2021, up 18% quarter-over-quarter.
  • 48 funds opened new LCI Industries positions in Q4 2021 and 31 closed out, a net change of +17 holders.
  • The largest LCI Industries buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $182M added.
  • The largest LCI Industries seller in Q4 2021 was JP Morgan Chase, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2021.