We are live on ! Find out more
LCII icon

LCI Industries

278 hedge funds and large institutions have $3.44B invested in LCI Industries in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 69 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $3.17B → $3.44B (+$268M)

4% more funds holding

Funds holding: 268278 (+10)

1.36% more ownership

Funds ownership: 106.59%107.95% (+1.4%)

45% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 126

82% less call options, than puts

Call options by funds: $9.4M | Put options by funds: $53.4M

Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
69
Reduced
126
Closed
30
Calls
$9.4M
Puts
$53.4M
Net Calls
-$44M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$502M +$23.2M +201,590 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$1.38M +12,018 +0.4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$292M -$7.56M -65,703 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$265M +$101M +878,434 +71%
JP Morgan Chase
5
JP Morgan Chase
New York
$163M +$20.1M +174,514 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$132M +$479K +4,161 +0.4%
State Street
7
State Street
Massachusetts
$118M +$3.14M +27,325 +3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$104M -$27.1M -235,653 -22%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$104M +$39.4M +342,165 +71%
Wells Fargo
10
Wells Fargo
California
$90.2M +$169K +1,471 +0.2%
Principal Financial Group
11
Principal Financial Group
Iowa
$75.3M -$2.22M -19,324 -3%
Victory Capital Management
12
Victory Capital Management
Texas
$73.7M +$1.75M +15,212 +3%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$69.2M -$4.48M -38,908 -7%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$69.2M +$492K +4,281 +0.8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$66.7M +$2.95M +25,670 +5%
Morgan Stanley
16
Morgan Stanley
New York
$59.3M +$31.2M +271,184 +135%
RA
17
Royce & Associates
New York
$58.3M -$4.54M -39,449 -8%
Franklin Resources
18
Franklin Resources
California
$56.1M -$19.9M -172,890 -28%
Charles Schwab
19
Charles Schwab
California
$43.4M +$373K +3,242 +0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$40.2M -$12.5M -108,922 -25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$40.2M +$3M +26,101 +9%
FCM
22
Frontier Capital Management
Massachusetts
$38.6M -$10.7M -92,938 -23%
Boston Partners
23
Boston Partners
Massachusetts
$36.8M -$18.3M -159,486 -35%
American Century Companies
24
American Century Companies
Missouri
$36.6M -$859K -7,464 -2%
RJA
25
Raymond James & Associates
Florida
$34.8M -$411K -3,573 -1%

LCII Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q4 2023, worth a combined $3.44B — up 8.5% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new LCII positions and 30 closed out — a net gain of 13 holders — while 69 added to existing stakes and 126 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $58.6M sold.

  • 278 institutional investors held LCI Industries (LCII) as of Q4 2023, up from 268 in Q3 2023.
  • Funds reported $3.44B of LCI Industries stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 43 funds opened new LCI Industries positions in Q4 2023 and 30 closed out, a net change of +13 holders.
  • The largest LCI Industries buyer in Q4 2023 was Fidelity Investments, an estimated $101M added.
  • The largest LCI Industries seller in Q4 2023 was Fiduciary Management Inc, an estimated $58.6M sold.

Based on aggregated 13F filings for Q4 2023.