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LCI Industries
LCII

140 hedge funds and large institutions have $1.14B invested in LCI Industries in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $925M → $1.14B (+$215M)

8% less funds holding

Funds holding: 153 → 140 (-13)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
140
Holders Change
-13
Holders Change %
-8.5%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
51
Closed
26
Calls
–
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$84K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$10.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.04M
3
CGI
CI Global Investments
California
+$8.04M
4
Lazard Asset Management
Lazard Asset Management
New York
+$7.72M
5
AAM
Advisors Asset Management
Colorado
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$10.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.38M
3
AL
AJO LP
Pennsylvania
-$5.45M
4
CWAM
Columbia Wanger Asset Management
Illinois
-$4.03M
5
GAM
Gotham Asset Management
New York
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
26
Lazard Asset Management
New York
$8.43M +$7.72M +165,045 New
NPIC
27
Neumeier Poma Investment Counsel
California
$8.26M +$7.56M +161,700 New
Wells Fargo
28
Wells Fargo
California
$8.01M +$170K +3,630 +2%
TCIM
29
TIAA CREF Investment Management
New York
$7.4M -$1.17M -25,036 -15%
Principal Financial Group
30
Principal Financial Group
Iowa
$7.32M -$175K -3,748 -3%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$7.22M -$175K -3,753 -3%
MSA
32
Mason Street Advisors
Wisconsin
$6.59M -$463K -9,907 -7%
MFAM
33
Motley Fool Asset Management
Virginia
$6.19M +$760K +16,265 +15%
SC
34
Spitfire Capital
California
$6.17M -$42.1K -900 -0.7%
Luther King Capital Management (LKCM)
35
Luther King Capital Management (LKCM)
Texas
$5.44M – – –
PAM
36
Panagora Asset Management
Massachusetts
$4.68M +$471K +10,084 +12%
TCM
37
Tygh Capital Management
Oregon
$4.2M -$78.6K -1,681 -2%
Charles Schwab
38
Charles Schwab
California
$4.1M +$119K +2,538 +3%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$4.02M – – –
BIM
40
BlackRock Investment Management
Delaware
$3.95M -$25.5K -546 -0.7%
AAM
41
Aberdeen Asset Management
United Kingdom
$3.94M +$46.7K +1,000 +1%
SCA
42
Southpoint Capital Advisors
New York
$3.8M +$3.48M +74,364 New
CS
43
Credit Suisse
Switzerland
$3.54M -$250K -5,354 -7%
Prudential Financial
44
Prudential Financial
New Jersey
$3.42M -$182K -3,900 -6%
WIM
45
Wilen Investment Management
Florida
$3.26M -$18.7K -400 -0.6%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.25M – – –
MHP
47
Manatuck Hill Partners
Connecticut
$3.13M -$888K -19,000 -24%
Invesco
48
Invesco
Georgia
$2.98M -$328K -7,020 -11%
MOACM
49
Mutual of America Capital Management
New York
$2.93M +$42.4K +907 +2%
Renaissance Technologies
50
Renaissance Technologies
New York
$2.88M -$8.38M -179,200 -76%
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LCII Hedge Fund Activity: Q4 2014 in Review

140 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2014, worth a combined $1.14B — up 23% from $925M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LCII and 17 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 43 added.

The largest buyer was Franklin Resources, adding an estimated $10.3M. The largest seller was Victory Capital Management, exiting entirely with an estimated $10.9M sold.

  • 140 institutional investors held LCI Industries (LCII) as of Q4 2014, down from 153 in Q3 2014.
  • Funds reported $1.14B of LCI Industries stock for Q4 2014, up 23% quarter-over-quarter.
  • 17 funds opened new LCI Industries positions in Q4 2014 and 26 closed out, a net change of -9 holders.
  • The largest LCI Industries buyer in Q4 2014 was Franklin Resources, an estimated $10.3M added.
  • The largest LCI Industries seller in Q4 2014 was Victory Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2014.