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LCI Industries

221 hedge funds and large institutions have $2.4B invested in LCI Industries in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

6% more capital invested

Capital invested by funds: $2.26B → $2.4B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less funds holding

Funds holding: 261221 (-40)

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

98% less call options, than puts

Call options by funds: $219K | Put options by funds: $10.5M

Holders
221
Holders Change
-40
Holders Change %
-15.33%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
85
Reduced
77
Closed
74
Calls
$219K
Puts
$10.5M
Net Calls
-$10.3M
Net Calls Change
-$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$22.7M +$14.2M +142,916 +212%
NPIC
27
Neumeier Poma Investment Counsel
California
$22.1M +$3.24M +32,550 +19%
Wells Fargo
28
Wells Fargo
California
$21.6M +$8.95M +90,037 +82%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$21.5M +$1.77M +17,794 +10%
Principal Financial Group
30
Principal Financial Group
Iowa
$21.2M +$1.17M +11,762 +6%
PM
31
Pembroke Management
Quebec, Canada
$20.5M -$2.26M -22,700 -11%
NI
32
Numeric Investors
Massachusetts
$19.2M -$3.22M -32,400 -15%
SAM
33
Skyline Asset Management
Illinois
$16.1M -$129K -1,300 -0.9%
O
34
OppenheimerFunds
New York
$15.4M +$13.4M +134,485 +1,647%
OAM
35
Origin Asset Management
United Kingdom
$14.6M -$89.5K -900 -0.7%
Charles Schwab
36
Charles Schwab
California
$13.9M +$338K +3,399 +3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$13.1M +$4.6M +46,266 +61%
BIM
38
BlackRock Investment Management
Delaware
$13.1M +$2.22M +22,293 +23%
Goldman Sachs
39
Goldman Sachs
New York
$13M -$3.57M -35,889 -23%
GAM
40
Gotham Asset Management
New York
$11.7M +$2.95M +29,656 +37%
MFAM
41
Motley Fool Asset Management
Virginia
$10.7M
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$10.4M +$9.64M +96,930 New
Morgan Stanley
43
Morgan Stanley
New York
$10.1M -$8.81M -88,626 -49%
Bank of America
44
Bank of America
North Carolina
$9.56M +$106K +1,071 +1%
Deutsche Bank
45
Deutsche Bank
Germany
$9.4M +$106K +1,068 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.26M -$1.39M -13,943 -14%
AQR Capital Management
47
AQR Capital Management
Connecticut
$8.59M +$5.27K +53 +0.1%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$8.58M
RCMC
49
RK Capital Management (Colorado)
Colorado
$8.19M +$2.49M +25,001 +49%
Invesco
50
Invesco
Georgia
$7.61M -$6.66M -67,002 -49%

LCII Hedge Fund Activity: Q4 2016 in Review

221 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2016, worth a combined $2.4B — up 6.1% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of LCII and 38 opened new positions — a net loss of 36 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $31.2M. The largest seller was Shellback Capital, exiting entirely with an estimated $23.7M sold.

  • 221 institutional investors held LCI Industries (LCII) as of Q4 2016, down from 261 in Q3 2016.
  • Funds reported $2.4B of LCI Industries stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 38 funds opened new LCI Industries positions in Q4 2016 and 74 closed out, a net change of -36 holders.
  • The largest LCI Industries buyer in Q4 2016 was Loomis, Sayles & Company, an estimated $31.2M added.
  • The largest LCI Industries seller in Q4 2016 was Shellback Capital, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2016.