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LCI Industries

222 hedge funds and large institutions have $2.27B invested in LCI Industries in 2019 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

39% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $3.62M

15% more capital invested

Capital invested by funds: $1.96B → $2.27B (+$304M)

5% more funds holding

Funds holding: 212222 (+10)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

2.35% less ownership

Funds ownership: 103.96%101.61% (-2.3%)

Holders
222
Holders Change
+10
Holders Change %
+4.72%
% of All Funds
4.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
74
Reduced
70
Closed
18
Calls
$5.01M
Puts
$3.62M
Net Calls
+$1.4M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$328M +$3.53M +39,933 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$233M -$284K -3,215 -0.1%
JP Morgan Chase
3
JP Morgan Chase
New York
$113M -$483K -5,470 -0.4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M -$2.66M -30,092 -2%
Franklin Resources
5
Franklin Resources
California
$108M -$3.49M -39,468 -3%
Principal Financial Group
6
Principal Financial Group
Iowa
$94.2M -$1.18M -13,320 -1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$91.5M -$1.92M -21,769 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$72.7M +$149K +1,685 +0.2%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$70.2M +$2.82M +31,907 +4%
State Street
10
State Street
Massachusetts
$65.9M +$1.62M +18,378 +3%
RA
11
Royce & Associates
New York
$61.3M -$1.35M -15,247 -2%
Boston Partners
12
Boston Partners
Massachusetts
$58.7M -$1.53M -17,278 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$50.7M +$932K +10,546 +2%
RHJA
14
Rice Hall James & Associates
California
$45.7M -$2.91M -32,931 -6%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$43.6M -$4.15M -46,923 -9%
CCM
16
Channing Capital Management
Illinois
$35.1M -$1.65M -18,648 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$33.8M -$1.67M -18,848 -5%
Ameriprise
18
Ameriprise
Minnesota
$32.2M -$2.4M -27,115 -7%
Northern Trust
19
Northern Trust
Illinois
$31.6M +$542K +6,137 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$30M +$11.5M +129,725 +64%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$27.6M +$2.09M +23,645 +8%
Norges Bank
22
Norges Bank
Norway
$25.5M +$3.7M +41,904 +17%
FCM
23
Frontier Capital Management
Massachusetts
$23.8M +$2.23M +25,253 +11%
Charles Schwab
24
Charles Schwab
California
$21.2M +$123K +1,396 +0.6%
Lazard Asset Management
25
Lazard Asset Management
New York
$21.2M -$577K -6,528 -3%

LCII Hedge Fund Activity: Q2 2019 in Review

222 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q2 2019, worth a combined $2.27B — up 15% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LCII positions and 18 closed out — a net gain of 13 holders — while 74 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $11.5M. The largest seller was PNC Financial Services Group, cutting an estimated $13.9M.

  • 222 institutional investors held LCI Industries (LCII) as of Q2 2019, up from 212 in Q1 2019.
  • Funds reported $2.27B of LCI Industries stock for Q2 2019, up 15% quarter-over-quarter.
  • 31 funds opened new LCI Industries positions in Q2 2019 and 18 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q2 2019 was Wellington Management Group, an estimated $11.5M added.
  • The largest LCI Industries seller in Q2 2019 was PNC Financial Services Group, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2019.