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LCI Industries
LCII

147 hedge funds and large institutions have $1.39B invested in LCI Industries in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

22% more capital invested

Capital invested by funds: $1.14B → $1.39B (+$246M)

5% more funds holding

Funds holding: 140 → 147 (+7)

82% less call options, than puts

Call options by funds: $37K | Put options by funds: $203K

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
56
Reduced
43
Closed
11
Calls
$37K
Puts
$203K
Net Calls
-$166K
Net Calls Change
+$146K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$38.3M
2
HRCM
Hood River Capital Management
Florida
+$9.52M
3
Franklin Resources
Franklin Resources
California
+$5.88M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.75M
5
BFA
BlackRock Fund Advisors
California
+$4.66M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$15.6M
2
RA
Royce & Associates
New York
-$9.68M
3
Lazard Asset Management
Lazard Asset Management
New York
-$8.35M
4
SAM
Skyline Asset Management
Illinois
-$7.24M
5
MSA
Mason Street Advisors
Wisconsin
-$6.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
126
ClariVest Asset Management
California
$199K – – –
MSA
127
Mason Street Advisors
Wisconsin
$196K -$6.93M -125,865 -98%
FM
128
Forward Management
California
$123K +$110K +2,000 New
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$106K +$1.21K +22 +1%
PMAM
130
Picton Mahoney Asset Management
Ontario, Canada
$98K +$11K +200 +14%
PAM
131
Paradigm Asset Management
New York
$76.9K – – –
Canada Life
132
Canada Life
Manitoba, Canada
$73K – – –
TDC
133
Thompson Davis & Co
Virginia
$55K – – –
BlackRock
134
BlackRock
New York
$47K – – –
Barclays
135
Barclays
United Kingdom
$46K -$80.4K -1,462 -66%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$42K +$1.21K +22 +3%
BRWM
137
B. Riley Wealth Management
Tennessee
$36K – – –
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$34.2K +$30.5K +555 New
PCM
139
Prelude Capital Management
New York
$33K +$29.6K +538 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$28K -$12K -218 -32%
BAM
141
Bruderman Asset Management
New York
$10K +$9.35K +170 New
US Bancorp
142
US Bancorp
Minnesota
$8K +$2.48K +45 +54%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$6K +$5.5K +100 New
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$3K – – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$3K +$2.37K +43 New
CHP
146
Cable Hill Partners
Oregon
$2K – – –
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$983 +$21.2K +386 +2%
TCM
148
Tygh Capital Management
Oregon
– -$4.2M -82,261 Closed
SCA
149
Southpoint Capital Advisors
New York
– -$3.8M -74,364 Closed
Renaissance Technologies
150
Renaissance Technologies
New York
– -$2.88M -56,400 Closed
3 4 5
6
7

LCII Hedge Fund Activity: Q1 2015 in Review

147 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2015, worth a combined $1.39B — up 22% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LCII positions and 11 closed out — a net gain of 11 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $38.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $15.6M.

  • 147 institutional investors held LCI Industries (LCII) as of Q1 2015, up from 140 in Q4 2014.
  • Funds reported $1.39B of LCI Industries stock for Q1 2015, up 22% quarter-over-quarter.
  • 22 funds opened new LCI Industries positions in Q1 2015 and 11 closed out, a net change of +11 holders.
  • The largest LCI Industries buyer in Q1 2015 was Neuberger Berman Group, an estimated $38.3M added.
  • The largest LCI Industries seller in Q1 2015 was T. Rowe Price Associates, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2015.