LCI Industries
LCII
359 hedge funds and large institutions have $2.72B invested in LCI Industries in 2026 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 112 increasing their positions, 126 reducing their positions, and 54 closing their positions.
20% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 54
2% more funds holding
Funds holding: 352 → 359 (+7)
3.89% less ownership
Funds ownership: 109.88% → 105.99% (-3.9%)
11% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 126
15% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $15.7M
17% less capital invested
Capital invested by funds: $3.27B → $2.72B (-$544M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
ExodusPoint Capital Management
New York
|
+$19.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$18.1M |
| 3 |
BlackRock
New York
|
+$17.1M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$16.9M |
| 5 |
Goldman Sachs
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.4M |
| 2 |
JP Morgan Chase
New York
|
-$34.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$29.6M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$27.5M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$19.6M |
LCII Hedge Fund Activity: Q2 2026 in Review
359 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q2 2026, worth a combined $2.72B — down 17% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new LCII positions and 54 closed out — a net gain of 11 holders — while 112 added to existing stakes and 126 trimmed.
The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $19.9M. The largest seller was Fidelity Investments, cutting an estimated $92.4M.
- 359 institutional investors held LCI Industries (LCII) as of Q2 2026, up from 352 in Q1 2026.
- Funds reported $2.72B of LCI Industries stock for Q2 2026, down 17% quarter-over-quarter.
- 65 funds opened new LCI Industries positions in Q2 2026 and 54 closed out, a net change of +11 holders.
- The largest LCI Industries buyer in Q2 2026 was ExodusPoint Capital Management, an estimated $19.9M added.
- The largest LCI Industries seller in Q2 2026 was Fidelity Investments, an estimated $92.4M sold.
Based on aggregated 13F filings for Q2 2026.