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LCI Industries

284 hedge funds and large institutions have $3.95B invested in LCI Industries in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 95 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

18% more capital invested

Capital invested by funds: $3.35B → $3.95B (+$597M)

5% more funds holding

Funds holding: 271284 (+13)

1.84% more ownership

Funds ownership: 98.63%100.47% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 93

38% less call options, than puts

Call options by funds: $8.82M | Put options by funds: $14.2M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
284
Holders Change
+13
Holders Change %
+4.8%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
48
Increased
95
Reduced
93
Closed
31
Calls
$8.82M
Puts
$14.2M
Net Calls
-$5.33M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$647M +$2.65M +17,832 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$420M +$2.77M +18,609 +0.7%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$208M -$6.61M -44,433 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$200M +$182M +1,224,836 +2,151%
JP Morgan Chase
5
JP Morgan Chase
New York
$183M -$27.9M -187,620 -14%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$128M -$4.48M -30,097 -4%
State Street
7
State Street
Massachusetts
$124M +$4.58M +30,820 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$104M +$1.76M +11,845 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$102M -$4.92M -33,044 -5%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$96.3M +$10.7M +72,043 +13%
Principal Financial Group
11
Principal Financial Group
Iowa
$94.4M -$7.3M -49,068 -7%
Wells Fargo
12
Wells Fargo
California
$85.6M +$23.6M +158,736 +41%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$75.3M -$543K -3,653 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$67.7M -$3.67M -24,691 -5%
FMI
15
Fiduciary Management Inc
Wisconsin
$66M -$2.24M -15,055 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$64.2M +$1.95M +13,098 +3%
Boston Partners
17
Boston Partners
Massachusetts
$61.5M -$383K -2,578 -0.6%
RA
18
Royce & Associates
New York
$60.7M -$10.7M -71,978 -16%
Franklin Resources
19
Franklin Resources
California
$58.8M -$23.1M -155,393 -29%
RHJA
20
Rice Hall James & Associates
California
$56M -$2.04M -13,719 -4%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$46.1M -$24.3M -163,048 -36%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$45.9M -$9.19M -61,800 -17%
Northern Trust
23
Northern Trust
Illinois
$45.8M +$91.6K +616 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$41.1M -$2.33M -15,687 -6%
Charles Schwab
25
Charles Schwab
California
$39.3M +$788K +5,298 +2%

LCII Hedge Fund Activity: Q4 2021 in Review

284 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2021, worth a combined $3.95B — up 18% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LCII positions and 31 closed out — a net gain of 17 holders — while 95 added to existing stakes and 93 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $182M. The largest seller was JP Morgan Chase, cutting an estimated $27.9M.

  • 284 institutional investors held LCI Industries (LCII) as of Q4 2021, up from 271 in Q3 2021.
  • Funds reported $3.95B of LCI Industries stock for Q4 2021, up 18% quarter-over-quarter.
  • 48 funds opened new LCI Industries positions in Q4 2021 and 31 closed out, a net change of +17 holders.
  • The largest LCI Industries buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $182M added.
  • The largest LCI Industries seller in Q4 2021 was JP Morgan Chase, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2021.