LCI Industries
LCII
348 hedge funds and large institutions have $3.27B invested in LCI Industries in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 118 increasing their positions, 109 reducing their positions, and 42 closing their positions.
427% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $3.89M
48% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 42
4% more funds holding
Funds holding: 334 → 348 (+14)
3.66% more ownership
Funds ownership: 106.2% → 109.86% (+3.7%)
8% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 109
5% more capital invested
Capital invested by funds: $3.12B → $3.27B (+$149M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.7M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$35.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$28.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$24.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$34M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$22.8M |
| 3 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$17.3M |
| 4 |
Millennium Management
New York
|
-$12.9M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$12M |
LCII Hedge Fund Activity: Q1 2026 in Review
348 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2026, worth a combined $3.27B — up 4.8% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new LCII positions and 42 closed out — a net gain of 20 holders — while 118 added to existing stakes and 109 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $79.7M. The largest seller was Boston Partners, exiting entirely with an estimated $34M sold.
- 348 institutional investors held LCI Industries (LCII) as of Q1 2026, up from 334 in Q4 2025.
- Funds reported $3.27B of LCI Industries stock for Q1 2026, up 4.8% quarter-over-quarter.
- 62 funds opened new LCI Industries positions in Q1 2026 and 42 closed out, a net change of +20 holders.
- The largest LCI Industries buyer in Q1 2026 was Fidelity Investments, an estimated $79.7M added.
- The largest LCI Industries seller in Q1 2026 was Boston Partners, an estimated $34M sold.
Based on aggregated 13F filings for Q1 2026.