We are live on ! Find out more
LCII icon

LCI Industries

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: 47 (+3)

11% more capital invested

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

10% more funds holding

Funds holding: 241266 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$397M +$8.75M +71,225 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M +$3.49M +28,413 +1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$197M -$11.3M -91,657 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$151M -$3.68M -29,907 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$107M -$10.6M -86,100 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$103M -$2.58M -20,959 -3%
CAM
7
Congress Asset Management
Massachusetts
$89.7M +$74.5M +605,911 +723%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$89M +$1.65M +13,391 +2%
Franklin Resources
9
Franklin Resources
California
$87.7M -$178K -1,445 -0.2%
State Street
10
State Street
Massachusetts
$81.9M +$5.14M +41,823 +7%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$78.3M +$122K +994 +0.2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$68.2M -$6.09M -49,553 -9%
CWAM
13
Columbia Wanger Asset Management
Illinois
$64.9M -$37.5M -304,807 -38%
Boston Partners
14
Boston Partners
Massachusetts
$58.1M -$36.9M -300,195 -40%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$54.1M -$5.17M -42,035 -9%
Victory Capital Management
16
Victory Capital Management
Texas
$50.8M +$1.11M +9,025 +2%
EIP
17
Epoch Investment Partners
New York
$50.2M -$3.33M -27,116 -7%
AAMU
18
AEGON Asset Management (UK)
United Kingdom
$49M +$11.5M +93,848 +33%
RHJA
19
Rice Hall James & Associates
California
$46.4M +$5.55M +45,137 +14%
Northern Trust
20
Northern Trust
Illinois
$44.4M -$720K -5,861 -2%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$44M -$7.37M -59,987 -15%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$41.6M +$6.15M +50,010 +19%
KCM
23
Kennedy Capital Management
Missouri
$37.8M -$5.37M -43,718 -13%
GT
24
Glenmede Trust
Pennsylvania
$35.3M -$5.42M -44,110 -14%
Norges Bank
25
Norges Bank
Norway
$34.6M +$3.29M +26,801 +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.