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LCI Industries
LCII

238 hedge funds and large institutions have $2.6B invested in LCI Industries in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $2.23B → $2.6B (+$369M)

3% more funds holding

Funds holding: 231 → 238 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 97.93% → 97.01% (-0.92%)

7% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 84

46% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $25.2M

Holders
238
Holders Change
+7
Holders Change %
+3.03%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
78
Reduced
84
Closed
26
Calls
$13.6M
Puts
$25.2M
Net Calls
-$11.6M
Net Calls Change
-$14.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$26.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$24.8M
3
Ameriprise
Ameriprise
Minnesota
+$22.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.08M
5
WC
Walthausen & Co
New York
+$7.45M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.7M
2
Boston Partners
Boston Partners
Massachusetts
-$17.1M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$15.7M
4
LCOV
London Company of Virginia
Virginia
-$15.5M
5
CCM
Channing Capital Management
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
201
Sutton Wealth Advisors
Florida
$43K – – –
ASN
202
Advisory Services Network
Georgia
$39K +$19.7K +195 +119%
AG
203
Advisor Group
Arizona
$37K -$20K -198 -37%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$34K +$21.8K +215 +219%
EW
205
Evoke Wealth
California
$29K – – –
MAM
206
Meeder Asset Management
Ohio
$27K +$2.53K +25 +11%
QCG
207
Quadrant Capital Group
Ohio
$23K +$6.48K +64 +37%
GDP
208
Great Diamond Partners
Maine
$21K +$20.6K +203 New
QT
209
Quantbot Technologies
New York
$16K -$4.66K -46 -23%
AIM
210
Aigen Investment Management
New York
$16K +$15.3K +151 New
PCIA
211
Prime Capital Investment Advisors
Kansas
$15K – – –
PA
212
PSI Advisors
Florida
$15K +$14.9K +147 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$13K +$810 +8 +7%
PA
214
Parallel Advisors
California
$10K +$2.02K +20 +27%
SFS
215
Sowell Financial Services
Arkansas
$10K +$2.02K +20 +28%
PA
216
Procyon Advisors
Connecticut
$10K +$9.62K +95 New
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$10K +$9.82K +97 New
HNB
218
Huntington National Bank
Ohio
$8K -$3.04K -30 -29%
FHA
219
First Horizon Advisors
Tennessee
$7K – – –
GAM
220
Gemmer Asset Management
California
$7K – – –
TFO
221
Tarbox Family Office
California
$7K – – –
PCG
222
Private Capital Group
Connecticut
$6K -$5.57K -55 -46%
OAM
223
Oppenheimer Asset Management
New York
$6K – – –
ED
224
Exane Derivatives
France
$5.62K -$104K -1,027 -95%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$5K – – –
7 8
9
10 11

LCII Hedge Fund Activity: Q4 2019 in Review

238 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2019, worth a combined $2.6B — up 17% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LCII positions and 26 closed out — a net gain of 13 holders — while 78 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $26.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $20.7M sold.

  • 238 institutional investors held LCI Industries (LCII) as of Q4 2019, up from 231 in Q3 2019.
  • Funds reported $2.6B of LCI Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 39 funds opened new LCI Industries positions in Q4 2019 and 26 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2019 was BlackRock, an estimated $26.9M added.
  • The largest LCI Industries seller in Q4 2019 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2019.