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LCI Industries

248 hedge funds and large institutions have $2.44B invested in LCI Industries in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98.69% more ownership

Funds ownership: 0%98.69% (+99%)

79% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 42

34% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 64

12% more funds holding

Funds holding: 221248 (+27)

2% more capital invested

Capital invested by funds: $2.4B → $2.44B (+$37.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

89% less call options, than puts

Call options by funds: $2.22M | Put options by funds: $20.1M

Holders
248
Holders Change
+27
Holders Change %
+12.22%
% of All Funds
6.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
75
Increased
86
Reduced
64
Closed
42
Calls
$2.22M
Puts
$20.1M
Net Calls
-$17.9M
Net Calls Change
-$7.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$298M +$321M +2,982,662 +136,319%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$11.3M +105,419 +5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$164M +$6.48M +60,185 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$115M -$12.6M -116,988 -9%
Franklin Resources
5
Franklin Resources
California
$82.4M -$1.27M -11,780 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$82.3M +$8.46M +78,602 +11%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$74.8M -$492K -4,576 -0.6%
Boston Partners
8
Boston Partners
Massachusetts
$71.2M -$1.42M -13,225 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$63M -$9.8M -91,117 -13%
CWAM
10
Columbia Wanger Asset Management
Illinois
$59.9M -$7.28M -67,631 -10%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$58.9M +$8.79M +81,660 +16%
State Street
12
State Street
Massachusetts
$58.1M +$4.9M +45,565 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$49.9M -$1.84M -17,104 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$46.1M +$121K +1,129 +0.2%
RA
15
Royce & Associates
New York
$42M -$8.54M -79,336 -16%
Northern Trust
16
Northern Trust
Illinois
$33.6M +$4.76M +44,197 +15%
AAM
17
Aberdeen Asset Management
United Kingdom
$32.7M +$35.3M +327,901 New
Victory Capital Management
18
Victory Capital Management
Texas
$30.3M +$2.14M +19,850 +7%
Handelsbanken Fonder
19
Handelsbanken Fonder
Sweden
$27.9M +$6.99M +65,000 +30%
GT
20
Glenmede Trust
Pennsylvania
$27.4M +$1.24M +11,521 +4%
KCM
21
Kennedy Capital Management
Missouri
$27.2M +$6.68M +62,106 +30%
American Century Companies
22
American Century Companies
Missouri
$26.7M -$6.45M -59,988 -18%
Ameriprise
23
Ameriprise
Minnesota
$26.6M -$1.64M -15,217 -5%
Norges Bank
24
Norges Bank
Norway
$26.4M +$1.3M +12,049 +5%
Bank of America
25
Bank of America
North Carolina
$23.9M +$16.2M +151,000 +170%

LCII Hedge Fund Activity: Q1 2017 in Review

248 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2017, worth a combined $2.44B — up 1.6% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new LCII positions and 42 closed out — a net gain of 33 holders — while 86 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $321M. The largest seller was Numeric Investors, cutting an estimated $18.1M.

  • 248 institutional investors held LCI Industries (LCII) as of Q1 2017, up from 221 in Q4 2016.
  • Funds reported $2.44B of LCI Industries stock for Q1 2017, up 1.6% quarter-over-quarter.
  • 75 funds opened new LCI Industries positions in Q1 2017 and 42 closed out, a net change of +33 holders.
  • The largest LCI Industries buyer in Q1 2017 was BlackRock, an estimated $321M added.
  • The largest LCI Industries seller in Q1 2017 was Numeric Investors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2017.