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LCI Industries

238 hedge funds and large institutions have $2.6B invested in LCI Industries in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $2.23B → $2.6B (+$369M)

3% more funds holding

Funds holding: 231238 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.92% less ownership

Funds ownership: 97.93%97.01% (-0.92%)

7% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 84

46% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $25.2M

Holders
238
Holders Change
+7
Holders Change %
+3.03%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
78
Reduced
84
Closed
26
Calls
$13.6M
Puts
$25.2M
Net Calls
-$11.6M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$427M +$26.9M +265,661 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M +$316K +3,124 +0.1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$148M +$9.08M +89,681 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$137M -$6.86M -67,769 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$124M -$57.4K -567 -0%
Principal Financial Group
6
Principal Financial Group
Iowa
$108M -$2.91M -28,757 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$84.5M -$1.08M -10,624 -1%
State Street
8
State Street
Massachusetts
$75.1M -$1.42M -14,039 -2%
RA
9
Royce & Associates
New York
$67.7M -$6.44M -63,614 -9%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$64.4M -$15.7M -155,276 -21%
RHJA
11
Rice Hall James & Associates
California
$52M -$1.37M -13,565 -3%
Boston Partners
12
Boston Partners
Massachusetts
$50.5M -$17.1M -169,355 -26%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$49.2M -$10.2M -100,745 -18%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$48.1M +$2.86M +28,254 +7%
Ameriprise
15
Ameriprise
Minnesota
$46.6M +$22.2M +218,838 +101%
Northern Trust
16
Northern Trust
Illinois
$36.6M -$1.6M -15,839 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$35.7M -$984K -9,724 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$34.7M +$1.1M +10,898 +3%
CCM
19
Channing Capital Management
Illinois
$33.1M -$12.3M -121,069 -28%
FCM
20
Frontier Capital Management
Massachusetts
$32.7M +$3.1M +30,666 +11%
Norges Bank
21
Norges Bank
Norway
$31.2M +$246K +2,430 +0.8%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$27.3M +$24.8M +245,444 +2,552%
Charles Schwab
23
Charles Schwab
California
$26.5M -$62.9K -621 -0.3%
Lazard Asset Management
24
Lazard Asset Management
New York
$26.2M +$871K +8,607 +4%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$24.1M +$1.52M +15,000 +7%

LCII Hedge Fund Activity: Q4 2019 in Review

238 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2019, worth a combined $2.6B — up 17% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LCII positions and 26 closed out — a net gain of 13 holders — while 78 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $26.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $20.7M sold.

  • 238 institutional investors held LCI Industries (LCII) as of Q4 2019, up from 231 in Q3 2019.
  • Funds reported $2.6B of LCI Industries stock for Q4 2019, up 17% quarter-over-quarter.
  • 39 funds opened new LCI Industries positions in Q4 2019 and 26 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2019 was BlackRock, an estimated $26.9M added.
  • The largest LCI Industries seller in Q4 2019 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q4 2019.