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LCI Industries
LCII

268 hedge funds and large institutions have $3.17B invested in LCI Industries in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 105.43% → 106.59% (+1.2%)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 272 → 268 (-4)

6% less capital invested

Capital invested by funds: $3.37B → $3.17B (-$199M)

12% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 104

83% less call options, than puts

Call options by funds: $6.14M | Put options by funds: $37.1M

Holders
268
Holders Change
-4
Holders Change %
-1.47%
% of All Funds
4.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
92
Reduced
104
Closed
22
Calls
$6.14M
Puts
$37.1M
Net Calls
-$30.9M
Net Calls Change
-$30.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$84M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$17.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.5M
5
American Century Companies
American Century Companies
Missouri
+$6.32M

Top Sellers

1
BlackRock
BlackRock
New York
-$13.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$11.4M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$8.45M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$7.39M
5
RHJA
Rice Hall James & Associates
California
-$7.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
176
Cetera Advisor Networks
California
$304K +$29.4K +235 +10%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$290K +$11.7K +93 +4%
AIP
178
Ameritas Investment Partners
Nebraska
$289K +$52K +415 +20%
QCM
179
QRG Capital Management
Illinois
$288K +$307K +2,454 New
Corient Private Wealth
180
Corient Private Wealth
Florida
$283K +$302K +2,408 New
SPIA
181
Steward Partners Investment Advisory
New York
$277K +$26.8K +214 +10%
AQR Capital Management
182
AQR Capital Management
Connecticut
$276K -$763K -6,093 -72%
SAG
183
SageView Advisory Group
California
$269K +$2.76K +22 +1%
SWM
184
Sendero Wealth Management
Texas
$268K +$37.6K +300 +15%
AO
185
Advisor OS
Illinois
$255K +$13.2K +105 +5%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$253K +$270K +2,157 New
DADC
187
D.A. Davidson & Co
Montana
$245K +$251 +2 +0.1%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$239K +$255K +2,035 New
KWM
189
Kolinsky Wealth Management
New Jersey
$237K +$7.39K +59 +3%
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
$230K +$5.39K +43 +2%
ECM
191
Evergreen Capital Management
Washington
$224K -$38.1K -304 -14%
PCMC
192
Paragon Capital Management (Colorado)
Colorado
$219K -$9.4K -75 -4%
AIM
193
ARGA Investment Management
Connecticut
$218K – – –
CGH
194
Crossmark Global Holdings
Texas
$217K -$3.38K -27 -1%
VI
195
Vestcor Inc
New Brunswick, Canada
$213K +$227K +1,812 New
Mariner
196
Mariner
Kansas
$213K +$2.63K +21 +1%
CAM
197
Costello Asset Management
Pennsylvania
$207K – – –
STA
198
Summit Trail Advisors
New York
$205K – – –
BRWA
199
B. Riley Wealth Advisors
Florida
$204K +$218K +1,737 New
MML Investors Services
200
MML Investors Services
Massachusetts
$201K +$214K +1,712 New
6 7
8
9 10

LCII Hedge Fund Activity: Q3 2023 in Review

268 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q3 2023, worth a combined $3.17B — down 5.9% from $3.37B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LCII and 21 opened new positions — a net loss of 1 holder — while 104 trimmed existing stakes and 92 added.

The largest buyer was Fidelity Investments, adding an estimated $84M. The largest seller was BlackRock, cutting an estimated $13.9M.

  • 268 institutional investors held LCI Industries (LCII) as of Q3 2023, down from 272 in Q2 2023.
  • Funds reported $3.17B of LCI Industries stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 21 funds opened new LCI Industries positions in Q3 2023 and 22 closed out, a net change of -1 holder.
  • The largest LCI Industries buyer in Q3 2023 was Fidelity Investments, an estimated $84M added.
  • The largest LCI Industries seller in Q3 2023 was BlackRock, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2023.