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LCI Industries

239 hedge funds and large institutions have $2.57B invested in LCI Industries in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

27% more call options, than puts

Call options by funds: $3.63M | Put options by funds: $2.85M

6% more capital invested

Capital invested by funds: $2.44B → $2.57B (+$137M)

2.26% more ownership

Funds ownership: 98.69%100.95% (+2.3%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

4% less funds holding

Funds holding: 248239 (-9)

19% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 42

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
5.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
34
Increased
83
Reduced
86
Closed
42
Calls
$3.63M
Puts
$2.85M
Net Calls
+$777K
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$299M -$6.01M -62,690 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M +$3.8M +39,620 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$170M +$1.31M +13,647 +0.8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$121M +$2.16M +22,539 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$84.8M +$328K +3,418 +0.4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$84.6M +$31.4M +326,926 +65%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$76.4M -$359K -3,747 -0.5%
CWAM
8
Columbia Wanger Asset Management
Illinois
$75.6M +$13.3M +138,597 +23%
Boston Partners
9
Boston Partners
Massachusetts
$74.7M +$1.47M +15,308 +2%
Franklin Resources
10
Franklin Resources
California
$69.6M -$14M -145,653 -18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$66.6M +$1.81M +18,885 +3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$62M +$1.47M +15,278 +3%
State Street
13
State Street
Massachusetts
$60.9M +$1.22M +12,737 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$47.6M +$341K +3,550 +0.8%
EIP
15
Epoch Investment Partners
New York
$42.5M +$39.8M +414,582 New
AAM
16
Aberdeen Asset Management
United Kingdom
$40.8M +$6.78M +70,672 +22%
Victory Capital Management
17
Victory Capital Management
Texas
$40.7M +$8.97M +93,465 +31%
RA
18
Royce & Associates
New York
$39.6M -$3.3M -34,392 -8%
Northern Trust
19
Northern Trust
Illinois
$36M +$1.38M +14,418 +4%
KCM
20
Kennedy Capital Management
Missouri
$32.8M +$4.61M +48,029 +18%
Norges Bank
21
Norges Bank
Norway
$32M +$4.64M +48,369 +18%
RHJA
22
Rice Hall James & Associates
California
$30.8M +$8.56M +89,189 +42%
Ameriprise
23
Ameriprise
Minnesota
$30.2M +$2.69M +28,030 +11%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$29M +$27.2M +283,429 New
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$28.7M

LCII Hedge Fund Activity: Q2 2017 in Review

239 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q2 2017, worth a combined $2.57B — up 5.6% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of LCII and 34 opened new positions — a net loss of 8 holders — while 86 trimmed existing stakes and 83 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $39.8M. The largest seller was OppenheimerFunds, cutting an estimated $16M.

  • 239 institutional investors held LCI Industries (LCII) as of Q2 2017, down from 248 in Q1 2017.
  • Funds reported $2.57B of LCI Industries stock for Q2 2017, up 5.6% quarter-over-quarter.
  • 34 funds opened new LCI Industries positions in Q2 2017 and 42 closed out, a net change of -8 holders.
  • The largest LCI Industries buyer in Q2 2017 was Epoch Investment Partners, an estimated $39.8M added.
  • The largest LCI Industries seller in Q2 2017 was OppenheimerFunds, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2017.