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Commercial Vehicle Group

91 hedge funds and large institutions have $146M invested in Commercial Vehicle Group in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,710% more call options, than puts

Call options by funds: $381K | Put options by funds: $10K

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

3.31% less ownership

Funds ownership: 76.84%73.53% (-3.3%)

16% less capital invested

Capital invested by funds: $174M → $146M (-$27.2M)

16% less funds holding

Funds holding: 10891 (-17)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
91
Holders Change
-17
Holders Change %
-15.74%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
33
Reduced
36
Closed
22
Calls
$381K
Puts
$10K
Net Calls
+$371K
Net Calls Change
-$249K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$386K +$22.6K +3,189 +6%
Wells Fargo
52
Wells Fargo
California
$347K +$41.5K +5,848 +12%
SRAM
53
Stone Ridge Asset Management
New York
$323K
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$307K +$3.47K +489 +1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$301K
PPA
56
Parametric Portfolio Associates
Washington
$286K -$22.8K -3,214 -7%
OAM
57
Oxford Asset Management
United Kingdom
$265K -$1.27M -179,236 -81%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$263K -$122K -17,158 -29%
SEI Investments
59
SEI Investments
Pennsylvania
$256K -$1.13M -159,155 -80%
UBS Group
60
UBS Group
Switzerland
$253K +$82.7K +11,652 +41%
EGM
61
Engineers Gate Manager
New York
$240K -$139K -19,546 -34%
GCP
62
GSA Capital Partners
United Kingdom
$207K -$400K -56,275 -63%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$176K +$8.55K +1,204 +5%
Deutsche Bank
64
Deutsche Bank
Germany
$157K +$117K +16,416 +191%
Bank of America
65
Bank of America
North Carolina
$154K +$21.5K +3,023 +14%
SO
66
STRS Ohio
Ohio
$152K
MAM
67
Meeder Asset Management
Ohio
$148K +$8.35K +1,176 +5%
ZCM
68
Zebra Capital Management
Connecticut
$146K -$52.2K -7,360 -24%
FIM
69
Freedom Investment Management
Connecticut
$127K -$12.8K -1,802 -8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$123K +$136K +19,156 +8,083%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121K -$9.61K -1,353 -7%
AIG
72
American International Group
New York
$121K -$1.14K -160 -0.8%
AllianceBernstein
73
AllianceBernstein
Tennessee
$114K -$13.5K -1,900 -10%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$91K -$1.1K -155 -1%
HS
75
HighVista Strategies
Massachusetts
$91K

CVGI Hedge Fund Activity: Q4 2019 in Review

91 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Commercial Vehicle Group (CVGI) for Q4 2019, worth a combined $146M — down 16% from $174M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CVGI and 6 opened new positions — a net loss of 16 holders — while 36 trimmed existing stakes and 33 added.

The largest buyer was Vanguard Group, adding an estimated $2.35M. The largest seller was Aristotle Capital Boston, exiting entirely with an estimated $5.76M sold.

  • 91 institutional investors held Commercial Vehicle Group (CVGI) as of Q4 2019, down from 108 in Q3 2019.
  • Funds reported $146M of Commercial Vehicle Group stock for Q4 2019, down 16% quarter-over-quarter.
  • 6 funds opened new Commercial Vehicle Group positions in Q4 2019 and 22 closed out, a net change of -16 holders.
  • The largest Commercial Vehicle Group buyer in Q4 2019 was Vanguard Group, an estimated $2.35M added.
  • The largest Commercial Vehicle Group seller in Q4 2019 was Aristotle Capital Boston, an estimated $5.76M sold.

Based on aggregated 13F filings for Q4 2019.