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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
CSS
301
Cubist Systematic Strategies
Connecticut
– -$377K -3,001 Closed
CWP
302
Curated Wealth Partners
California
– -$352K -2,991 Closed
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
– -$361K -2,870 Closed
SCM
304
Semanteon Capital Management
Massachusetts
– -$343K -2,728 Closed
SAG
305
SageView Advisory Group
California
– -$281K -2,508 Closed
EA
306
Everpar Advisors
Oklahoma
– -$257K -2,044 Closed
AAS
307
Avantax Advisory Services
Texas
– -$248K -1,973 Closed
HF
308
HRT Financial
New York
– -$246K -1,961 Closed
BHCM
309
Brevan Howard Capital Management
Jersey
– -$230K -1,830 Closed
AAM
310
Advisors Asset Management
Colorado
– -$117K -930 Closed
SOW
311
State of Wyoming
Wyoming
– -$40.4K -321 Closed
BTI
312
Blue Trust Inc
Georgia
– -$15K -130 Closed
IA
313
IFP Advisors
Florida
– -$6.94K -55 Closed
PTC
314
Private Trust Company
Ohio
– -$5.78K -46 Closed
LA
315
LM Advisors
California
– -$5.03K -40 Closed
ETC
316
Exchange Traded Concepts
Oklahoma
– -$4.9K -39 Closed
LF
317
Lee Financial
Texas
– -$2.64K -21 Closed
GI
318
Gradient Investments
Minnesota
– -$2.14K -17 Closed
DA
319
Denali Advisors
California
– -$1.89K -15 Closed
BGAI
320
Bruce G. Allen Investments
Colorado
– -$1.13K -9 Closed
W
321
WealthCollab
Washington
– -$1.01K -8 Closed
ASN
322
Advisory Services Network
Georgia
– -$629 -5 Closed
FFA
323
Farther Finance Advisors
California
– -$629 -5 Closed
LTI
324
Laffer Tengler Investments
Tennessee
– -$629 -5 Closed
Lazard Asset Management
325
Lazard Asset Management
New York
– +$941 +8 New
9 10 11 12
13

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.