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LCI Industries
LCII

210 hedge funds and large institutions have $1.61B invested in LCI Industries in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,564% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $1.09M

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.05% less ownership

Funds ownership: 97.01% → 95.97% (-1%)

12% less funds holding

Funds holding: 238 → 210 (-28)

38% less capital invested

Capital invested by funds: $2.6B → $1.61B (-$987M)

52% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 50

Holders
210
Holders Change
-28
Holders Change %
-11.76%
% of All Funds
4.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
80
Reduced
77
Closed
50
Calls
$18.1M
Puts
$1.09M
Net Calls
+$17M
Net Calls Change
+$28.6M

Top Buyers

1
RA
Royce & Associates
New York
+$6.74M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.2M
3
Goldman Sachs
Goldman Sachs
New York
+$4.87M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$4.52M
5
State Street
State Street
Massachusetts
+$4.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$15.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$14.1M
3
BlackRock
BlackRock
New York
-$11.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.83M
5
Morgan Stanley
Morgan Stanley
New York
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
151
Engineers Gate Manager
New York
$255K +$372K +3,817 New
LPL Financial
152
LPL Financial
California
$253K +$107K +1,094 +41%
CGH
153
Crossmark Global Holdings
Texas
$252K -$3.9K -40 -1%
M&T Bank
154
M&T Bank
New York
$249K +$161K +1,655 +80%
BFC
155
Bedel Financial Consulting
Indiana
$247K -$34.2K -351 -9%
ECM
156
Everence Capital Management
Indiana
$247K +$126K +1,290 +54%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$234K +$214K +2,191 +168%
TAM
158
Timucuan Asset Management
Florida
$226K – – –
Truist Financial
159
Truist Financial
North Carolina
$221K +$49.3K +505 +18%
IA
160
IndexIQ Advisors
New York
$192K +$280K +2,867 New
CM
161
Caption Management
Oklahoma
$168K +$244K +2,500 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$152K -$227K -2,326 -48%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$151K +$34.8K +357 +19%
AIP
164
Ameritas Investment Partners
Nebraska
$142K – – –
Osaic Holdings
165
Osaic Holdings
Arizona
$139K +$205K +2,098 New
LIA
166
LS Investment Advisors
Michigan
$123K – – –
Macquarie Group
167
Macquarie Group
Australia
$120K – – –
ZB
168
Zions Bancorporation
Utah
$112K +$19.3K +198 +13%
Ohio Public Employees Retirement System (OPERS)
169
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K -$4.29K -44 -3%
MOACM
170
Mutual of America Capital Management
New York
$74K +$20.2K +207 +23%
First Manhattan
171
First Manhattan
New York
$66K -$98 -1 -0.1%
PC
172
Permanens Capital
New York
$63K +$39K +400 +73%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54K – – –
CFB
174
Cullen/Frost Bankers
Texas
$53K – – –
APA
175
American Portfolios Advisors
New York
$51.4K +$73.4K +752 +4,424%
5 6
7
8 9

LCII Hedge Fund Activity: Q1 2020 in Review

210 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2020, worth a combined $1.61B — down 38% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LCII and 24 opened new positions — a net loss of 26 holders — while 77 trimmed existing stakes and 80 added.

The largest buyer was Royce & Associates, adding an estimated $6.74M. The largest seller was Ameriprise, cutting an estimated $15.5M.

  • 210 institutional investors held LCI Industries (LCII) as of Q1 2020, down from 238 in Q4 2019.
  • Funds reported $1.61B of LCI Industries stock for Q1 2020, down 38% quarter-over-quarter.
  • 24 funds opened new LCI Industries positions in Q1 2020 and 50 closed out, a net change of -26 holders.
  • The largest LCI Industries buyer in Q1 2020 was Royce & Associates, an estimated $6.74M added.
  • The largest LCI Industries seller in Q1 2020 was Ameriprise, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2020.