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LCI Industries
LCII

147 hedge funds and large institutions have $1.39B invested in LCI Industries in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

22% more capital invested

Capital invested by funds: $1.14B → $1.39B (+$246M)

5% more funds holding

Funds holding: 140 → 147 (+7)

82% less call options, than puts

Call options by funds: $37K | Put options by funds: $203K

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
56
Reduced
43
Closed
11
Calls
$37K
Puts
$203K
Net Calls
-$166K
Net Calls Change
+$146K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$38.3M
2
HRCM
Hood River Capital Management
Florida
+$9.52M
3
Franklin Resources
Franklin Resources
California
+$5.88M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.75M
5
BFA
BlackRock Fund Advisors
California
+$4.66M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$15.6M
2
RA
Royce & Associates
New York
-$9.68M
3
Lazard Asset Management
Lazard Asset Management
New York
-$8.35M
4
SAM
Skyline Asset Management
Illinois
-$7.24M
5
MSA
Mason Street Advisors
Wisconsin
-$6.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
HRCM
26
Hood River Capital Management
Florida
$10.7M +$9.52M +173,084 New
First Manhattan
27
First Manhattan
New York
$10.5M -$250K -4,550 -3%
Wells Fargo
28
Wells Fargo
California
$10.4M +$696K +12,652 +8%
Principal Financial Group
29
Principal Financial Group
Iowa
$9.39M +$511K +9,293 +6%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$9.34M +$567K +10,313 +7%
TCIM
31
TIAA CREF Investment Management
New York
$8.79M -$117K -2,119 -1%
CGI
32
CI Global Investments
California
$7.51M -$2.75M -50,000 -29%
MFAM
33
Motley Fool Asset Management
Virginia
$7.46M – – –
TAM
34
THB Asset Management
Connecticut
$6.91M +$3.45M +62,735 +126%
SC
35
Spitfire Capital
California
$6.7M -$659K -11,969 -10%
PAM
36
Panagora Asset Management
Massachusetts
$6.66M +$918K +16,682 +18%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$6.56M – – –
Charles Schwab
38
Charles Schwab
California
$5.49M +$487K +8,857 +11%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$4.85M – – –
BIM
40
BlackRock Investment Management
Delaware
$4.82M +$60.7K +1,103 +1%
CS
41
Credit Suisse
Switzerland
$4.38M +$99K +1,799 +3%
Prudential Financial
42
Prudential Financial
New Jersey
$4.21M +$85.8K +1,560 +2%
Macquarie Group
43
Macquarie Group
Australia
$4.12M +$1.21M +22,000 +49%
WIM
44
Wilen Investment Management
Florida
$3.86M -$82.5K -1,500 -2%
MHP
45
Manatuck Hill Partners
Connecticut
$3.77M – – –
Invesco
46
Invesco
Georgia
$3.77M +$154K +2,790 +5%
Morgan Stanley
47
Morgan Stanley
New York
$3.56M +$2.38M +43,277 +299%
MFWM
48
Motley Fool Wealth Management
Virginia
$3.29M +$1.96M +35,588 +199%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.25M – – –
MOACM
50
Mutual of America Capital Management
New York
$3.21M -$286K -5,195 -9%
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LCII Hedge Fund Activity: Q1 2015 in Review

147 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2015, worth a combined $1.39B — up 22% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LCII positions and 11 closed out — a net gain of 11 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $38.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.6M.

  • 147 institutional investors held LCI Industries (LCII) as of Q1 2015, up from 140 in Q4 2014.
  • Funds reported $1.39B of LCI Industries stock for Q1 2015, up 22% quarter-over-quarter.
  • 22 funds opened new LCI Industries positions in Q1 2015 and 11 closed out, a net change of +11 holders.
  • The largest LCI Industries buyer in Q1 2015 was Neuberger Berman Group, an estimated $38.3M added.
  • The largest LCI Industries seller in Q1 2015 was T. Rowe Price Associates, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2015.