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LCI Industries

265 hedge funds and large institutions have $2.91B invested in LCI Industries in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $2.27B → $2.91B (+$643M)

6.28% more ownership

Funds ownership: 99.82%106.11% (+6.3%)

7% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 91

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

1% less funds holding

Funds holding: 269265 (-4)

65% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $13.7M

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
97
Reduced
91
Closed
34
Calls
$4.77M
Puts
$13.7M
Net Calls
-$8.91M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$28M +$4.7M +42,938 +20%
Norges Bank
27
Norges Bank
Norway
$27.6M +$5.49M +50,184 +25%
RHJA
28
Rice Hall James & Associates
California
$23.3M -$2.12M -19,378 -8%
American Century Companies
29
American Century Companies
Missouri
$21.8M +$7.82M +71,453 +53%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$21.5M +$196K +1,791 +0.9%
Morgan Stanley
31
Morgan Stanley
New York
$19.4M -$8.27M -75,604 -30%
Bank of America
32
Bank of America
North Carolina
$18.8M -$1.33M -12,121 -7%
Ameriprise
33
Ameriprise
Minnesota
$12.5M +$1.26M +11,540 +11%
Goldman Sachs
34
Goldman Sachs
New York
$12.4M -$2.37M -21,637 -16%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$11.8M -$811K -7,412 -6%
CCA
36
Conestoga Capital Advisors
Pennsylvania
$11.7M +$48.1K +440 +0.4%
Invesco
37
Invesco
Georgia
$11.1M +$431K +3,938 +4%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$10.6M -$214K -1,952 -2%
First Trust Advisors
39
First Trust Advisors
Illinois
$10M +$2.66M +24,336 +36%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$9.88M +$8M +73,135 +436%
N
41
Nuveen
North Carolina
$9.07M -$25.3K -231 -0.3%
GT
42
Glenmede Trust
Pennsylvania
$8.91M +$82.7K +756 +0.9%
Stifel Financial
43
Stifel Financial
Missouri
$8.59M +$1.84M +16,798 +27%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$8.54M -$321K -2,932 -4%
Legal & General Group
45
Legal & General Group
United Kingdom
$8.26M +$166K +1,514 +2%
MFWM
46
Motley Fool Wealth Management
Virginia
$7.65M +$57K +521 +0.8%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$7.33M -$11.6K -106 -0.2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$6.74M +$22.9M +209,685 +355%
Natixis Advisors
49
Natixis Advisors
Massachusetts
$6.35M +$834K +7,620 +15%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$6.19M -$134K -1,228 -2%

LCII Hedge Fund Activity: Q1 2023 in Review

265 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2023, worth a combined $2.91B — up 28% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LCII and 33 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 97 added.

The largest buyer was Franklin Resources, adding an estimated $25.3M. The largest seller was Marshall Wace, exiting entirely with an estimated $13.2M sold.

  • 265 institutional investors held LCI Industries (LCII) as of Q1 2023, down from 269 in Q4 2022.
  • Funds reported $2.91B of LCI Industries stock for Q1 2023, up 28% quarter-over-quarter.
  • 33 funds opened new LCI Industries positions in Q1 2023 and 34 closed out, a net change of -1 holder.
  • The largest LCI Industries buyer in Q1 2023 was Franklin Resources, an estimated $25.3M added.
  • The largest LCI Industries seller in Q1 2023 was Marshall Wace, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2023.