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LCI Industries

221 hedge funds and large institutions have $2.4B invested in LCI Industries in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 77

6% more capital invested

Capital invested by funds: $2.26B → $2.4B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less funds holding

Funds holding: 261221 (-40)

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

98% less call options, than puts

Call options by funds: $219K | Put options by funds: $10.5M

Holders
221
Holders Change
-40
Holders Change %
-15.33%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
85
Reduced
77
Closed
74
Calls
$219K
Puts
$10.5M
Net Calls
-$10.3M
Net Calls Change
-$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
201
Thompson Davis & Co
Virginia
$58K +$199 +2 +0.4%
RP
202
Raiff Partners
New York
$54K +$49.7K +500 New
CTC
203
Central Trust Company
Missouri
$53K -$7.46K -75 -13%
MFS
204
MSI Financial Services
Massachusetts
$51K -$38.5K -387 -45%
Fuller & Thaler Asset Management
205
Fuller & Thaler Asset Management
California
$32K
SEC
206
Seven Eight Capital
New York
$32K +$29.8K +300 New
CF
207
CenterStar Fund
Illinois
$30K
FHA
208
First Horizon Advisors
Tennessee
$28K
HNB
209
Huntington National Bank
Ohio
$23K
IA
210
IFP Advisors
Florida
$17K
EF
211
Empirical Finance
Pennsylvania
$15K +$13.4K +135 New
YWP
212
YorkBridge Wealth Partners
New York
$10K +$9.94K +100 New
BIG
213
Bellwether Investment Group
Tennessee
$9K +$8.05K +81 New
IUHSA
214
Itau Unibanco Holding S.A.
Brazil
$6K -$3.98K -40 -40%
BTIS
215
BB&T Investment Services
North Carolina
$4K +$3.18K +32 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.48K +35 New
CHP
217
Cable Hill Partners
Oregon
$3K
MFW
218
Mosaic Family Wealth
Missouri
$3K
OFW
219
Omnia Family Wealth
Florida
$2K +$1.99K +20 New
QCG
220
Quadrant Capital Group
Ohio
$1K
TWA
221
TCI Wealth Advisors
Arizona
$1K
TSW
222
Thompson Siegel & Walmsley
Virginia
$1K +$696 +7 New
SC
223
Shellback Capital
Massachusetts
-$23.7M -242,216 Closed
AAM
224
Aberdeen Asset Management
United Kingdom
-$22.7M -231,344 Closed
Credit Agricole
225
Credit Agricole
France
-$18.6M -189,352 Closed

LCII Hedge Fund Activity: Q4 2016 in Review

221 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2016, worth a combined $2.4B — up 6.1% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of LCII and 38 opened new positions — a net loss of 36 holders — while 77 trimmed existing stakes and 85 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $31.2M. The largest seller was Shellback Capital, exiting entirely with an estimated $23.7M sold.

  • 221 institutional investors held LCI Industries (LCII) as of Q4 2016, down from 261 in Q3 2016.
  • Funds reported $2.4B of LCI Industries stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 38 funds opened new LCI Industries positions in Q4 2016 and 74 closed out, a net change of -36 holders.
  • The largest LCI Industries buyer in Q4 2016 was Loomis, Sayles & Company, an estimated $31.2M added.
  • The largest LCI Industries seller in Q4 2016 was Shellback Capital, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2016.