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LCI Industries
LCII

266 hedge funds and large institutions have $3.16B invested in LCI Industries in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

11% more capital invested

Capital invested by funds: $2.85B → $3.16B (+$312M)

10% more funds holding

Funds holding: 241 → 266 (+25)

1.18% less ownership

Funds ownership: 98.72% → 97.54% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 95

11% less call options, than puts

Call options by funds: $8.62M | Put options by funds: $9.68M

Holders
266
Holders Change
+25
Holders Change %
+10.37%
% of All Funds
6.03%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
44
Increased
85
Reduced
95
Closed
19
Calls
$8.62M
Puts
$9.68M
Net Calls
-$1.05M
Net Calls Change
+$7.13M

Top Buyers

Rank Fund Capital Flow
1
CAM
Congress Asset Management
Massachusetts
+$74.5M
2
HRCM
Hood River Capital Management
Florida
+$13.8M
3
SCM
SG Capital Management
Illinois
+$13.4M
4
RI
Redwood Investments
Massachusetts
+$11.6M
5
AAMU
AEGON Asset Management (UK)
United Kingdom
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$37.5M
2
Boston Partners
Boston Partners
Massachusetts
-$36.9M
3
MWNA
Marshall Wace North America
New York
-$21.7M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$11.3M
5
Bank of America
Bank of America
North Carolina
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$284K +$2.21K +18 +0.8%
GVT
202
Genesee Valley Trust
New York
$284K +$269K +2,185 New
AIP
203
Ameritas Investment Partners
Nebraska
$277K – – –
SO
204
STRS Ohio
Ohio
$273K +$73.8K +600 +40%
CJA
205
C-J Advisory
California
$270K – – –
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$260K – – –
AI
207
Atria Investments
North Carolina
$259K +$245K +1,996 New
RCM
208
Riverhead Capital Management
Delaware
$256K +$24.6K +200 +11%
BFC
209
Bedel Financial Consulting
Indiana
$255K +$242K +1,965 New
MOS
210
MGO One Seven
Ohio
$255K +$242K +1,965 New
SG Americas Securities
211
SG Americas Securities
New York
$254K -$478K -3,886 -67%
Creative Planning
212
Creative Planning
Kansas
$249K +$4.67K +38 +2%
SEI Investments
213
SEI Investments
Pennsylvania
$249K +$135K +1,095 +134%
MC
214
Miles Capital
Iowa
$237K -$1.97K -16 -0.9%
PM
215
Parametrica Management
Hong Kong
$233K +$220K +1,789 New
ECM
216
Everence Capital Management
Indiana
$221K +$209K +1,700 New
SB
217
Suntrust Banks
Georgia
$220K +$208K +1,695 New
JG
218
Jefferies Group
New York
$213K -$438K -3,564 -68%
LIA
219
LS Investment Advisors
Michigan
$211K -$69.8K -568 -26%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$211K +$134K +1,091 +202%
WA
221
WP Advisors
California
$210K +$199K +1,618 New
P
222
Pitcairn
Pennsylvania
$209K -$14.4K -117 -7%
HSBC Holdings
223
HSBC Holdings
United Kingdom
$208K +$197K +1,599 New
ZB
224
Zions Bancorporation
Utah
$207K -$1.84K -15 -0.9%
AA
225
Ancora Advisors
Ohio
$204K +$193K +1,572 New
7 8
9
10 11

LCII Hedge Fund Activity: Q4 2017 in Review

266 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2017, worth a combined $3.16B — up 11% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LCII positions and 19 closed out — a net gain of 25 holders — while 85 added to existing stakes and 95 trimmed.

The largest buyer was Congress Asset Management, adding an estimated $74.5M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $37.5M.

  • 266 institutional investors held LCI Industries (LCII) as of Q4 2017, up from 241 in Q3 2017.
  • Funds reported $3.16B of LCI Industries stock for Q4 2017, up 11% quarter-over-quarter.
  • 44 funds opened new LCI Industries positions in Q4 2017 and 19 closed out, a net change of +25 holders.
  • The largest LCI Industries buyer in Q4 2017 was Congress Asset Management, an estimated $74.5M added.
  • The largest LCI Industries seller in Q4 2017 was Columbia Wanger Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q4 2017.