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LCI Industries

266 hedge funds and large institutions have $3.16B invested in LCI Industries in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$312M)

10% more funds holding

Funds holding: 241266 (+25)

1.18% less ownership

Funds ownership: 98.72%97.54% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 95

11% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.68M

Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
44
Increased
85
Reduced
95
Closed
19
Calls
$8.62M
Puts
$9.68M
Net Calls
-$1.05M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$34.1M -$9.1M -74,025 -22%
NPIC
27
Neumeier Poma Investment Counsel
California
$33.1M +$1.73M +14,090 +6%
Ameriprise
28
Ameriprise
Minnesota
$31.1M -$6.82M -55,487 -19%
Wells Fargo
29
Wells Fargo
California
$30.6M +$2.15M +17,516 +8%
RIM
30
Ranger Investment Management
Texas
$28.7M -$1.47M -11,997 -5%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$28.6M +$2.46M +20,000 +10%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$26.4M +$106K +862 +0.4%
Principal Financial Group
33
Principal Financial Group
Iowa
$25.7M -$106K -860 -0.4%
HRCM
34
Hood River Capital Management
Florida
$23M +$13.8M +111,921 +172%
SAM
35
Skyline Asset Management
Illinois
$21.9M -$24.6K -200 -0.1%
RI
36
Redwood Investments
Massachusetts
$21.8M +$11.6M +94,645 +129%
Charles Schwab
37
Charles Schwab
California
$20.5M +$982K +7,988 +5%
Stifel Financial
38
Stifel Financial
Missouri
$19.1M +$395K +3,217 +2%
PM
39
Pembroke Management
Quebec, Canada
$17.7M -$1.09M -8,900 -6%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$15.5M -$2.82M -22,977 -16%
Bank of America
41
Bank of America
North Carolina
$14.9M -$10.8M -88,090 -43%
MFWM
42
Motley Fool Wealth Management
Virginia
$14.3M +$848K +6,897 +7%
SCM
43
SG Capital Management
Illinois
$14.2M +$13.4M +109,293 New
HI
44
Handelsinvest Investeringsforvaltning
Denmark
$14M
MFAM
45
Motley Fool Asset Management
Virginia
$13M
PPA
46
Parametric Portfolio Associates
Washington
$11.6M +$1.89M +15,378 +21%
OAM
47
Origin Asset Management
United Kingdom
$10.9M -$5.87M -47,742 -36%
Goldman Sachs
48
Goldman Sachs
New York
$10.9M +$1.5M +12,214 +17%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$10.1M -$53K -431 -0.6%
Morgan Stanley
50
Morgan Stanley
New York
$8.93M +$2.36M +19,180 +39%

LCII Hedge Fund Activity: Q4 2017 in Review

266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2017, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LCII positions and 19 closed out — a net gain of 25 holders — while 85 added to existing stakes and 95 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $74.5M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $37.5M.

  • 266 institutional investors held LCI Industries (LCII) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $3.16B of LCI Industries stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new LCI Industries positions in Q4 2017 and 19 closed out, a net change of +25 holders.
  • The largest LCI Industries buyer in Q4 2017 was Congress Asset Management, an estimated $74.5M added.
  • The largest LCI Industries seller in Q4 2017 was Columbia Wanger Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2017.