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LCI Industries

278 hedge funds and large institutions have $3.44B invested in LCI Industries in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $3.17B → $3.44B (+$268M)

4% more funds holding

Funds holding: 268278 (+10)

1.36% more ownership

Funds ownership: 106.59%107.95% (+1.4%)

45% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 126

82% less call options, than puts

Call options by funds: $9.4M | Put options by funds: $53.4M

Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
69
Reduced
126
Closed
30
Calls
$9.4M
Puts
$53.4M
Net Calls
-$44M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$450K -$13.6K -118 -3%
OPS
152
Orion Portfolio Solutions
Nebraska
$450K -$13.6K -118 -3%
QPW
153
Quantum Private Wealth
Florida
$447K -$1.15K -10 -0.3%
TI
154
Tidal Investments
Wisconsin
$443K -$80.6K -701 -17%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$440K
AWM
156
Apollon Wealth Management
South Carolina
$434K +$397K +3,450 New
Amundi
157
Amundi
France
$431K +$22.7K +197 +6%
PA
158
PFG Advisors
Arizona
$429K -$24.2K -210 -6%
Millennium Management
159
Millennium Management
New York
$420K -$353K -3,072 -48%
BC
160
Burney Company
Virginia
$414K -$714K -6,207 -65%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$413K +$378K +3,287 New
OIA
162
OneDigital Investment Advisors
Kansas
$410K -$10.7K -93 -3%
RJT
163
Raymond James Trust
Florida
$405K +$8.17K +71 +2%
GF
164
Gabelli Funds
New York
$402K
NYLIM
165
New York Life Investment Management
New York
$395K -$11.3K -98 -3%
HWAM
166
Hennion & Walsh Asset Management
New Jersey
$387K -$169K -1,469 -32%
CSS
167
Cubist Systematic Strategies
Connecticut
$377K +$345K +3,001 New
CWP
168
Curated Wealth Partners
California
$376K -$1.84K -16 -0.5%
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$367K
Verition Fund Management
170
Verition Fund Management
Connecticut
$365K +$334K +2,900 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$361K +$7.25K +63 +2%
Squarepoint
172
Squarepoint
New York
$356K +$26K +226 +9%
SCM
173
Semanteon Capital Management
Massachusetts
$343K +$314K +2,728 New
SPIA
174
Steward Partners Investment Advisory
New York
$342K +$41.4K +360 +15%
KeyBank National Association
175
KeyBank National Association
Ohio
$329K -$4.95K -43 -2%

LCII Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2023, worth a combined $3.44B — up 8.5% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new LCII positions and 30 closed out — a net gain of 13 holders — while 69 added to existing stakes and 126 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $58.6M sold.

  • 278 institutional investors held LCI Industries (LCII) as of Q4 2023, up from 268 in Q3 2023.
  • Funds reported $3.44B of LCI Industries stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 43 funds opened new LCI Industries positions in Q4 2023 and 30 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2023 was Fidelity Investments, an estimated $101M added.
  • The largest LCI Industries seller in Q4 2023 was Fiduciary Management Inc, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2023.