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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
CAN
176
Cetera Advisor Networks
California
$324K -$920 -8 -0.3%
Corient Private Wealth
177
Corient Private Wealth
Florida
$323K +$19K +165 +7%
QCM
178
QRG Capital Management
Illinois
$323K +$13K +113 +5%
AIP
179
Ameritas Investment Partners
Nebraska
$322K +$11.8K +103 +4%
ECM
180
Evergreen Capital Management
Washington
$308K +$62.4K +542 +28%
State of Wisconsin Investment Board
181
State of Wisconsin Investment Board
Wisconsin
$302K -$43.5K -378 -14%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$298K +$24.7K +215 +10%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$284K +$25.7K +223 +11%
SAG
184
SageView Advisory Group
California
$281K +$25.2K +219 +10%
Lido Advisors
185
Lido Advisors
California
$270K +$247K +2,149 New
DADC
186
D.A. Davidson & Co
Montana
$262K -$230 -2 -0.1%
ORG
187
Optimist Retirement Group
Washington
$260K +$238K +2,069 New
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$260K -$46.1K -401 -16%
AO
189
Advisor OS
Illinois
$260K -$11.8K -103 -5%
EA
190
Everpar Advisors
Oklahoma
$257K +$235K +2,044 New
AAS
191
Avantax Advisory Services
Texas
$248K -$232K -2,021 -51%
Mariner
192
Mariner
Kansas
$246K +$17.1K +149 +8%
HF
193
HRT Financial
New York
$246K +$226K +1,961 New
MML Investors Services
194
MML Investors Services
Massachusetts
$234K +$17.3K +150 +9%
BHCM
195
Brevan Howard Capital Management
Jersey
$230K +$211K +1,830 New
CAM
196
Costello Asset Management
Pennsylvania
$221K
CGH
197
Crossmark Global Holdings
Texas
$219K -$17.5K -152 -8%
HPC
198
HM Payson & Co
Maine
$207K
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
$189K -$260K -2,263 -61%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$178K

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.