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LCI Industries

265 hedge funds and large institutions have $2.91B invested in LCI Industries in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $2.27B → $2.91B (+$643M)

6.28% more ownership

Funds ownership: 99.82%106.11% (+6.3%)

7% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 91

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

1% less funds holding

Funds holding: 269265 (-4)

65% less call options, than puts

Call options by funds: $4.77M | Put options by funds: $13.7M

Holders
265
Holders Change
-4
Holders Change %
-1.49%
% of All Funds
4.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
97
Reduced
91
Closed
34
Calls
$4.77M
Puts
$13.7M
Net Calls
-$8.91M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$435M -$12.4M -112,973 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M +$828K +7,566 +0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$264M +$22.6M +206,194 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$131M +$25.2M +230,682 +24%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$127M -$8.11M -74,098 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$109M +$13M +118,918 +14%
State Street
7
State Street
Massachusetts
$97.4M +$1.25M +11,393 +1%
Wells Fargo
8
Wells Fargo
California
$73M +$11.7M +107,022 +19%
Principal Financial Group
9
Principal Financial Group
Iowa
$69.2M +$5.25M +47,975 +8%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$69.1M +$3.27M +29,934 +5%
Victory Capital Management
11
Victory Capital Management
Texas
$64M +$887K +8,108 +1%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$59.7M +$3.75M +34,287 +7%
Boston Partners
13
Boston Partners
Massachusetts
$54.3M +$559K +5,111 +1%
RA
14
Royce & Associates
New York
$53.7M +$9.27M +84,768 +21%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$51.5M +$2.32M +21,237 +5%
FMI
16
Fiduciary Management Inc
Wisconsin
$51.5M -$774K -7,076 -1%
FCM
17
Frontier Capital Management
Massachusetts
$50.9M +$16.9M +154,356 +50%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$48.3M -$1.94M -17,727 -4%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$41.7M +$23.5M +215,088 +131%
Franklin Resources
20
Franklin Resources
California
$41.6M +$25.3M +231,338 +157%
Charles Schwab
21
Charles Schwab
California
$37.3M +$1.18M +10,743 +3%
RJA
22
Raymond James & Associates
Florida
$33.2M +$3.27M +29,874 +11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32.7M -$2.17M -19,793 -6%
Northern Trust
24
Northern Trust
Illinois
$31.4M +$375K +3,431 +1%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$29.5M -$657K -6,006 -2%

LCII Hedge Fund Activity: Q1 2023 in Review

265 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2023, worth a combined $2.91B — up 28% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LCII and 33 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 97 added.

The largest buyer was Franklin Resources, adding an estimated $25.3M. The largest seller was Marshall Wace, exiting entirely with an estimated $13.2M sold.

  • 265 institutional investors held LCI Industries (LCII) as of Q1 2023, down from 269 in Q4 2022.
  • Funds reported $2.91B of LCI Industries stock for Q1 2023, up 28% quarter-over-quarter.
  • 33 funds opened new LCI Industries positions in Q1 2023 and 34 closed out, a net change of -1 holder.
  • The largest LCI Industries buyer in Q1 2023 was Franklin Resources, an estimated $25.3M added.
  • The largest LCI Industries seller in Q1 2023 was Marshall Wace, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2023.