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LCI Industries

241 hedge funds and large institutions have $2.85B invested in LCI Industries in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

11% more capital invested

Capital invested by funds: $2.57B → $2.85B (+$276M)

1% more funds holding

Funds holding: 239241 (+2)

8% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 87

2.23% less ownership

Funds ownership: 100.95%98.72% (-2.2%)

66% less call options, than puts

Call options by funds: $4.23M | Put options by funds: $12.4M

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
32
Increased
80
Reduced
87
Closed
26
Calls
$4.23M
Puts
$12.4M
Net Calls
-$8.19M
Net Calls Change
-$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$346M +$6.2M +60,808 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M +$5.82M +57,079 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$186M -$4.95M -48,589 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$138M +$1.69M +16,558 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$105M +$8.25M +80,887 +10%
CWAM
6
Columbia Wanger Asset Management
Illinois
$93.1M +$6.64M +65,118 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$92.4M -$1.81M -17,748 -2%
Boston Partners
8
Boston Partners
Massachusetts
$86.5M +$1.8M +17,625 +2%
Franklin Resources
9
Franklin Resources
California
$78.3M -$357K -3,500 -0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$77.8M +$2.17M +21,314 +3%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$69.7M -$422K -4,135 -0.7%
State Street
12
State Street
Massachusetts
$68.2M -$614K -6,020 -1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$66.5M -$17.5M -171,828 -23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$53.1M -$694K -6,807 -1%
EIP
15
Epoch Investment Partners
New York
$47.9M -$99.8K -979 -0.2%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$46.2M +$40.6M +398,487 New
Victory Capital Management
17
Victory Capital Management
Texas
$44.3M -$1.53M -15,037 -4%
Northern Trust
18
Northern Trust
Illinois
$40.3M -$369K -3,621 -1%
RA
19
Royce & Associates
New York
$39M -$5.1M -50,063 -13%
KCM
20
Kennedy Capital Management
Missouri
$38.8M +$1.44M +14,123 +4%
GT
21
Glenmede Trust
Pennsylvania
$36.6M +$4.04M +39,636 +14%
RHJA
22
Rice Hall James & Associates
California
$36.2M +$1.19M +11,660 +4%
Ameriprise
23
Ameriprise
Minnesota
$34.2M +$24.2K +237 +0.1%
AAMU
24
AEGON Asset Management (UK)
United Kingdom
$32.8M
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$31.3M -$1.02M -10,000 -4%

LCII Hedge Fund Activity: Q3 2017 in Review

241 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q3 2017, worth a combined $2.85B — up 11% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new LCII positions and 26 closed out — a net gain of 6 holders — while 80 added to existing stakes and 87 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.25M. The largest seller was PNC Financial Services Group, cutting an estimated $17.5M.

  • 241 institutional investors held LCI Industries (LCII) as of Q3 2017, up from 239 in Q2 2017.
  • Funds reported $2.85B of LCI Industries stock for Q3 2017, up 11% quarter-over-quarter.
  • 32 funds opened new LCI Industries positions in Q3 2017 and 26 closed out, a net change of +6 holders.
  • The largest LCI Industries buyer in Q3 2017 was Royal Bank of Canada, an estimated $8.25M added.
  • The largest LCI Industries seller in Q3 2017 was PNC Financial Services Group, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2017.