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LCI Industries
LCII

238 hedge funds and large institutions have $2.6B invested in LCI Industries in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $2.23B → $2.6B (+$369M)

3% more funds holding

Funds holding: 231 → 238 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 97.93% → 97.01% (-0.92%)

7% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 84

46% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $25.2M

Holders
238
Holders Change
+7
Holders Change %
+3.03%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
78
Reduced
84
Closed
26
Calls
$13.6M
Puts
$25.2M
Net Calls
-$11.6M
Net Calls Change
-$14.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$26.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$24.8M
3
Ameriprise
Ameriprise
Minnesota
+$22.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.08M
5
WC
Walthausen & Co
New York
+$7.45M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.7M
2
Boston Partners
Boston Partners
Massachusetts
-$17.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.7M
4
LCOV
London Company of Virginia
Virginia
-$15.5M
5
CCM
Channing Capital Management
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$1.64M -$51.4K -508 -3%
CAM
102
Cubic Asset Management
Massachusetts
$1.64M – – –
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.55M -$40.3K -398 -3%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$1.53M -$101K -1,000 -7%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$1.5M +$457K +4,512 +47%
First Trust Advisors
106
First Trust Advisors
Illinois
$1.46M -$202K -1,992 -13%
VI
107
Versor Investments
New York
$1.36M -$587K -5,800 -31%
VRS
108
Virginia Retirement Systems
Virginia
$1.34M -$20.2K -200 -2%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.33M -$9.68M -95,568 -88%
KBC Group
110
KBC Group
Belgium
$1.27M +$373K +3,683 +45%
YMRC
111
Yorktown Management & Research Company
Virginia
$1.24M – – –
ZF
112
Zhang Financial
Michigan
$1.24M +$57K +563 +5%
SO
113
STRS Ohio
Ohio
$1.24M +$1.08M +10,700 +1,189%
BPM
114
Bowling Portfolio Management
Ohio
$1.24M +$1.17M +11,535 New
CMO
115
Covenant Multifamily Offices
Texas
$1.21M -$155K -1,527 -12%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$1.21M +$1.14M +11,302 New
CIC
117
Cornercap Investment Counsel
Georgia
$1.18M +$3.04K +30 +0.3%
ZIG
118
Zurich Insurance Group
Switzerland
$1.16M – – –
MIM
119
MetLife Investment Management
New Jersey
$1.16M – – –
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$30.4K +300 +3%
JMPWA
121
JP Morgan Private Wealth Advisors
California
$1.09M +$2.43K +24 +0.2%
GF
122
Gabelli Funds
New York
$1.02M -$152K -1,500 -14%
Deutsche Bank
123
Deutsche Bank
Germany
$965K +$190K +1,873 +26%
EVM
124
Eaton Vance Management
Massachusetts
$950K +$2.02K +20 +0.2%
AG
125
Aperio Group
California
$935K +$22.8K +225 +3%
3 4
5
6 7

LCII Hedge Fund Activity: Q4 2019 in Review

238 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2019, worth a combined $2.6B — up 17% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LCII positions and 26 closed out — a net gain of 13 holders — while 78 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $26.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $20.7M sold.

  • 238 institutional investors held LCI Industries (LCII) as of Q4 2019, up from 231 in Q3 2019.
  • Funds reported $2.6B of LCI Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 39 funds opened new LCI Industries positions in Q4 2019 and 26 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2019 was BlackRock, an estimated $26.9M added.
  • The largest LCI Industries seller in Q4 2019 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2019.