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LCI Industries

266 hedge funds and large institutions have $3.16B invested in LCI Industries in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$312M)

10% more funds holding

Funds holding: 241266 (+25)

1.18% less ownership

Funds ownership: 98.72%97.54% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 95

11% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.68M

Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
44
Increased
85
Reduced
95
Closed
19
Calls
$8.62M
Puts
$9.68M
Net Calls
-$1.05M
Net Calls Change
+$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
126
Axa
France
$1.39M
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$1.32M -$469K -3,818 -27%
AP
128
AHL Partners
United Kingdom
$1.26M -$612K -4,982 -34%
WHG
129
Westwood Holdings Group
Texas
$1.26M
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$1.23M +$12.3K +100 +1%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$1.22M -$92.2K -750 -7%
PP
132
Paloma Partners
Connecticut
$1.19M -$1.21M -9,874 -52%
HighTower Advisors
133
HighTower Advisors
Illinois
$1.19M +$479K +3,894 +75%
CCA
134
Catalyst Capital Advisors
New York
$1.17M +$73.8K +600 +7%
EVM
135
Eaton Vance Management
Massachusetts
$1.15M +$1.72K +14 +0.2%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$1.11M +$798K +6,496 +318%
PI
138
PineBridge Investments
New York
$1.08M +$637K +5,186 +168%
AG
139
Aperio Group
California
$1.05M -$12.2K -99 -1%
NSEDCP
140
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M
TAM
141
Tyers Asset Management
Texas
$1.02M -$468K -3,808 -33%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$993K -$1.1M -8,951 -54%
SRAM
143
Stone Ridge Asset Management
New York
$961K +$908K +7,389 New
CCM
144
Coe Capital Management
Illinois
$910K -$27K -220 -3%
ZCM
145
Zebra Capital Management
Connecticut
$884K -$757K -6,159 -48%
MCM
146
MAI Capital Management
Ohio
$881K +$833K +6,780 New
MSA
147
Mason Street Advisors
Wisconsin
$843K +$21.4K +174 +3%
JFG
148
Jefferies Financial Group
New York
$818K +$115K +938 +18%
Citadel Advisors
149
Citadel Advisors
Florida
$802K +$758K +6,170 New
GC
150
Globeflex Capital
California
$794K -$33.9K -276 -4%

LCII Hedge Fund Activity: Q4 2017 in Review

266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2017, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LCII positions and 19 closed out — a net gain of 25 holders — while 85 added to existing stakes and 95 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $74.5M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $37.5M.

  • 266 institutional investors held LCI Industries (LCII) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $3.16B of LCI Industries stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new LCI Industries positions in Q4 2017 and 19 closed out, a net change of +25 holders.
  • The largest LCI Industries buyer in Q4 2017 was Congress Asset Management, an estimated $74.5M added.
  • The largest LCI Industries seller in Q4 2017 was Columbia Wanger Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2017.