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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
DTL
126
Dynamic Technology Lab
Singapore
$334K +$81.2K +1,614 +35%
PA
127
Profund Advisors
Maryland
$324K -$79.5K -1,580 -21%
PI
128
PineBridge Investments
New York
$302K -$14.2K -283 -5%
MERSOM
129
Municipal Employees' Retirement System of Michigan
Michigan
$287K +$267K +5,300 New
WCM
130
Washington Capital Management
Washington
$285K -$1.45M -28,866 -85%
RFC
131
Regions Financial Corp
Alabama
$276K -$15.1K -300 -6%
WCM
132
Wedge Capital Management
North Carolina
$272K -$5.03K -100 -2%
KeyBank National Association
133
KeyBank National Association
Ohio
$266K -$510K -10,140 -67%
US Bancorp
134
US Bancorp
Minnesota
$222K -$32.9K -654 -14%
FQ
135
First Quadrant
California
$173K +$161K +3,200 New
CAM
136
ClariVest Asset Management
California
$170K – – –
SO
137
STRS Ohio
Ohio
$130K +$121K +2,401 New
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$106K -$26.7K -531 -21%
U
139
UBS
Switzerland
$85K +$10.8K +215 +16%
IMS
140
Index Management Solutions
Pennsylvania
$81K +$75.3K +1,497 New
GGPS
141
Gary Goldberg Planning Services
New York
$76K +$1.46K +29 +2%
Canada Life
142
Canada Life
Manitoba, Canada
$64K – – –
Barclays
143
Barclays
United Kingdom
$54K -$524K -10,406 -91%
TDC
144
Thompson Davis & Co
Virginia
$49K – – –
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$44K -$503 -10 -1%
BlackRock
146
BlackRock
New York
$42K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$34K – – –
BRWM
148
B. Riley Wealth Management
Tennessee
$33K +$30.2K +600 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$15K – – –
ACS
150
Archford Capital Strategies
Illinois
$8.46K +$7.85K +156 New
3 4 5
6
7

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.