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LCI Industries
LCII

155 hedge funds and large institutions have $1.2B invested in LCI Industries in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.11B → $1.2B (+$91.2M)

1% more funds holding

Funds holding: 153 → 155 (+2)

11% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 63

74% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $6.8M

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
4.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
56
Reduced
63
Closed
17
Calls
$1.77M
Puts
$6.8M
Net Calls
-$5.03M
Net Calls Change
+$1.36M

Top Buyers

1
AL
AJO LP
Pennsylvania
+$15M
2
TCM
Tygh Capital Management
Oregon
+$6.09M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.17M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.91M
5
AAM
Advisors Asset Management
Colorado
+$4.61M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$17.8M
2
Victory Capital Management
Victory Capital Management
Texas
-$9.01M
3
HAI
Hennessy Advisors Inc
California
-$5.46M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.56M
5
NI
Numeric Investors
Massachusetts
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
51
Wilen Investment Management
Florida
$3.6M – – –
BG
52
BlackRock Group
United Kingdom
$3.52M +$414K +8,231 +15%
MFAM
53
Motley Fool Asset Management
Virginia
$3.5M +$327K +6,500 +11%
Morgan Stanley
54
Morgan Stanley
New York
$3.27M -$1.23M -24,429 -29%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$3.24M +$755K +15,000 +31%
PAM
56
Panagora Asset Management
Massachusetts
$3.23M +$344K +6,841 +13%
Invesco
57
Invesco
Georgia
$3.17M +$251K +4,996 +9%
AAM
58
Aberdeen Asset Management
United Kingdom
$3.07M -$131K -2,600 -4%
ARC
59
Absolute Return Capital
Massachusetts
$2.78M +$2.58M +51,355 New
RR
60
Robotti Robert
$2.77M -$44.5K -885 -2%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$2.56M -$1.62M -32,193 -40%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.54M -$151 -3 -0%
First Trust Advisors
63
First Trust Advisors
Illinois
$2.51M +$180K +3,578 +8%
SI
64
Shaker Investments
Ohio
$2.44M +$510K +10,140 +29%
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.42M -$433K -8,600 -16%
Lord, Abbett & Co
66
Lord, Abbett & Co
New Jersey
$2.38M -$2.35M -46,700 -52%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$2.26M +$10.1K +200 +0.5%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$2.25M +$191K +3,800 +10%
SAM
69
Shell Asset Management
Netherlands
$2.18M +$2.03M +40,279 New
TA
70
Teachers Advisors
New York
$1.8M +$49.3K +980 +3%
Millennium Management
71
Millennium Management
New York
$1.75M +$265K +5,266 +19%
AQR Capital Management
72
AQR Capital Management
Connecticut
$1.58M +$226K +4,500 +18%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$1.56M -$55.9K -1,110 -4%
WCM
74
Wallace Capital Management
Texas
$1.55M +$569K +11,311 +65%
Goldman Sachs
75
Goldman Sachs
New York
$1.49M -$1.56M -30,918 -53%
1 2
3
4 5

LCII Hedge Fund Activity: Q1 2014 in Review

155 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2014, worth a combined $1.2B — up 8.2% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LCII positions and 17 closed out — a net gain of 3 holders — while 56 added to existing stakes and 63 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $15M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $17.8M sold.

  • 155 institutional investors held LCI Industries (LCII) as of Q1 2014, up from 153 in Q4 2013.
  • Funds reported $1.2B of LCI Industries stock for Q1 2014, up 8.2% quarter-over-quarter.
  • 20 funds opened new LCI Industries positions in Q1 2014 and 17 closed out, a net change of +3 holders.
  • The largest LCI Industries buyer in Q1 2014 was AJO LP, an estimated $15M added.
  • The largest LCI Industries seller in Q1 2014 was EdgePoint Investment Group, an estimated $17.8M sold.

Based on aggregated 13F filings for Q1 2014.