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LCI Industries
LCII

256 hedge funds and large institutions have $2.55B invested in LCI Industries in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 88

0.3% more ownership

Funds ownership: 97.54% → 97.84% (+0.3%)

4% less funds holding

Funds holding: 266 → 256 (-10)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

19% less capital invested

Capital invested by funds: $3.16B → $2.55B (-$609M)

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

73% less call options, than puts

Call options by funds: $4.09M | Put options by funds: $15.1M

Holders
256
Holders Change
-10
Holders Change %
-3.76%
% of All Funds
5.87%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
30
Increased
97
Reduced
88
Closed
37
Calls
$4.09M
Puts
$15.1M
Net Calls
-$11M
Net Calls Change
-$9.99M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$67.6M
2
RP
RR Partners
New York
+$29M
3
Lazard Asset Management
Lazard Asset Management
New York
+$17M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$11.1M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$9.68M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$18.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$12.3M
3
AAMU
AEGON Asset Management (UK)
United Kingdom
-$10.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$9.49M
5
NPIC
Neumeier Poma Investment Counsel
California
-$8.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
Royce & Associates
New York
$26M -$1.5M -13,038 -5%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$24M +$1.15M +10,000 +5%
Norges Bank
28
Norges Bank
Norway
$23.8M -$4.3M -37,443 -14%
RIM
29
Ranger Investment Management
Texas
$22.7M -$338K -2,940 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$22.1M +$972K +8,463 +4%
Principal Financial Group
31
Principal Financial Group
Iowa
$21.1M +$569K +4,954 +3%
Wells Fargo
32
Wells Fargo
California
$20.9M -$4.03M -35,066 -15%
HRCM
33
Hood River Capital Management
Florida
$18.7M +$297K +2,585 +1%
NPIC
34
Neumeier Poma Investment Counsel
California
$18.5M -$8.8M -76,610 -30%
RI
35
Redwood Investments
Massachusetts
$18.4M +$976K +8,494 +5%
PM
36
Pembroke Management
Quebec, Canada
$17.8M +$4.02M +34,957 +26%
Charles Schwab
37
Charles Schwab
California
$17.4M +$1.06M +9,198 +6%
MFAM
38
Motley Fool Asset Management
Virginia
$17.3M +$7.58M +66,000 +66%
SAM
39
Skyline Asset Management
Illinois
$16.8M -$896K -7,800 -5%
Lazard Asset Management
40
Lazard Asset Management
New York
$15.4M +$17M +147,800 New
MFWM
41
Motley Fool Wealth Management
Virginia
$12.3M +$954K +8,309 +8%
SCM
42
SG Capital Management
Illinois
$12M +$670K +5,832 +5%
Bank of America
43
Bank of America
North Carolina
$11.8M -$183K -1,596 -1%
Deutsche Bank
44
Deutsche Bank
Germany
$11.7M +$6.21M +54,027 +93%
HI
45
Handelsinvest Investeringsforvaltning
Denmark
$11.2M – – –
Stifel Financial
46
Stifel Financial
Missouri
$9.69M -$6.23M -54,242 -37%
Goldman Sachs
47
Goldman Sachs
New York
$8.79M +$78.1K +680 +0.8%
PPA
48
Parametric Portfolio Associates
Washington
$8.48M -$938K -8,164 -9%
Morgan Stanley
49
Morgan Stanley
New York
$8.13M +$1.07M +9,323 +14%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$8.02M -$57.4K -500 -0.6%
1
2
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LCII Hedge Fund Activity: Q1 2018 in Review

256 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2018, worth a combined $2.55B — down 19% from $3.16B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of LCII and 30 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 97 added.

The largest buyer was Ameriprise, adding an estimated $67.6M. The largest seller was Franklin Resources, cutting an estimated $18.7M.

  • 256 institutional investors held LCI Industries (LCII) as of Q1 2018, down from 266 in Q4 2017.
  • Funds reported $2.55B of LCI Industries stock for Q1 2018, down 19% quarter-over-quarter.
  • 30 funds opened new LCI Industries positions in Q1 2018 and 37 closed out, a net change of -7 holders.
  • The largest LCI Industries buyer in Q1 2018 was Ameriprise, an estimated $67.6M added.
  • The largest LCI Industries seller in Q1 2018 was Franklin Resources, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2018.