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CAI

CAI International, Inc.
CAI

Delisted

CAI was delisted on the 22nd of November, 2021.

90 hedge funds and large institutions have $408M invested in CAI International, Inc. in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $409K | Put options by funds: $195K

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

65% more capital invested

Capital invested by funds: $247M → $408M (+$161M)

8% more funds holding

Funds holding: 8390 (+7)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
25
Reduced
34
Closed
7
Calls
$409K
Puts
$195K
Net Calls
+$214K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$40.8M +$1.55M +74,933 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40.1M -$312K -15,071 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$40.1M -$1.95M -94,400 -6%
WAM
4
Weiss Asset Management
Massachusetts
$34.9M -$3.16M -152,590 -11%
BlackRock
5
BlackRock
New York
$32.8M -$104K -5,025 -0.4%
ACB
6
Aristotle Capital Boston
Massachusetts
$31.8M +$191K +9,208 +0.8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$23.6M -$25.7K -1,241 -0.1%
MP
8
Mangrove Partners
Connecticut
$23.3M
PRCP
9
Pacific Ridge Capital Partners
Oregon
$10.3M -$459K -22,187 -6%
Morgan Stanley
10
Morgan Stanley
New York
$10.1M +$5.78M +279,219 +313%
DSC
11
Donald Smith & Co
New York
$9.85M -$981K -47,363 -12%
State Street
12
State Street
Massachusetts
$9.52M +$35.1K +1,694 +0.5%
Northern Trust
13
Northern Trust
Illinois
$6.97M -$148K -7,126 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.65M +$86.8K +4,190 +2%
NSGL
15
No Street GP LP
California
$6.18M +$4.65M +224,597 New
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.89M -$22.8K -1,100 -0.5%
William Blair & Company
17
William Blair & Company
Illinois
$5.74M -$283K -13,661 -6%
Wells Fargo
18
Wells Fargo
California
$5.29M +$283K +13,648 +8%
SEI Investments
19
SEI Investments
Pennsylvania
$5.12M +$115K +5,574 +3%
Prudential Financial
20
Prudential Financial
New Jersey
$4.98M -$824K -39,802 -18%
Charles Schwab
21
Charles Schwab
California
$4.71M +$349K +16,875 +11%
PCM
22
Portolan Capital Management
Massachusetts
$4.59M +$3.45M +166,804 New
LSV Asset Management
23
LSV Asset Management
Illinois
$3.94M -$263K -12,700 -8%
BCM
24
Bridgeway Capital Management
Texas
$3.69M
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.15M -$338K -16,309 -12%

CAI Hedge Fund Activity: Q3 2020 in Review

90 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CAI International, Inc. (CAI) for Q3 2020, worth a combined $408M — up 65% from $247M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CAI positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.78M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $5.47M sold.

  • 90 institutional investors held CAI International, Inc. (CAI) as of Q3 2020, up from 83 in Q2 2020.
  • Funds reported $408M of CAI International, Inc. stock for Q3 2020, up 65% quarter-over-quarter.
  • 14 funds opened new CAI International, Inc. positions in Q3 2020 and 7 closed out, a net change of +7 holders.
  • The largest CAI International, Inc. buyer in Q3 2020 was Morgan Stanley, an estimated $5.78M added.
  • The largest CAI International, Inc. seller in Q3 2020 was Assenagon Asset Management, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2020.