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LCI Industries
LCII

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: 268 → 278 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$39.4M
3
Morgan Stanley
Morgan Stanley
New York
+$31.2M
4
BlackRock
BlackRock
New York
+$23.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$58.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$27.1M
3
Franklin Resources
Franklin Resources
California
-$19.9M
4
Boston Partners
Boston Partners
Massachusetts
-$18.3M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
251
LGT Financial Advisors
Texas
$3.14K -$345 -3 -11%
PA
252
Parallel Advisors
California
$2.77K -$920 -8 -27%
LF
253
Lee Financial
Texas
$2.64K +$2.42K +21 New
PAG
254
Paladin Advisory Group
Iowa
$2.51K – – –
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$2.26K – – –
GI
256
Gradient Investments
Minnesota
$2.14K – – –
JWA
257
JFS Wealth Advisors
Pennsylvania
$2.01K -$1.03K -9 -36%
DA
258
Denali Advisors
California
$1.89K – – –
IFAM
259
Institutional & Family Asset Management
Colorado
$1.89K – – –
PWMG
260
Private Wealth Management Group
New Jersey
$1.38K +$1.26K +11 New
BIA
261
Bell Investment Advisors
California
$1.26K – – –
BWL
262
Bogart Wealth LLC
Virginia
$1.26K – – –
AF
263
Advisornet Financial
Minnesota
$1.13K +$115 +1 +13%
BGAI
264
Bruce G. Allen Investments
Colorado
$1.13K +$1.03K +9 New
VAG
265
VisionPoint Advisory Group
Texas
$1.13K +$1.03K +9 New
Russell Investments Group
266
Russell Investments Group
United Kingdom
$1.03K -$140K -1,220 -99%
W
267
WealthCollab
Washington
$1.01K +$920 +8 New
SIC
268
SJS Investment Consulting
Ohio
$880 – – –
ASN
269
Advisory Services Network
Georgia
$629 +$575 +5 New
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$629 +$575 +5 New
FFA
271
Farther Finance Advisors
California
$629 +$575 +5 New
LTI
272
Laffer Tengler Investments
Tennessee
$629 +$575 +5 New
GRP
273
Global Retirement Partners
California
$600 -$1.03K -9 -64%
CAS
274
Coppell Advisory Solutions
Texas
$503 +$460 +4 New
TWC
275
TD Waterhouse Canada
Ontario, Canada
$361 – – –
9 10
11
12 13

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.