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Covenant Logistics

161 hedge funds and large institutions have $314M invested in Covenant Logistics in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

5% more funds holding

Funds holding: 153161 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less capital invested

Capital invested by funds: $391M → $314M (-$76.3M)

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

70.19% less ownership

Funds ownership: 135.04%64.86% (-70%)

83% less call options, than puts

Call options by funds: $319K | Put options by funds: $1.89M

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
43
Reduced
67
Closed
17
Calls
$319K
Puts
$1.89M
Net Calls
-$1.57M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
26
Essex Investment Management
Massachusetts
$2.32M -$20.7K -805 -0.8%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.24M -$542K -21,062 -17%
Universal-Beteiligungs- und Servicegesellschaft
28
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.06M -$202K -7,842 -8%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$2M -$328K -12,721 -12%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$1.98M -$144K -5,589 -6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.97M -$29.1K -1,129 -1%
PIC
32
PCJ Investment Counsel
Ontario, Canada
$1.91M +$2.21M +86,000 New
PGIM
33
Pacific Global Investment Management
California
$1.7M +$87.4K +3,392 +5%
OLA
34
Oliver Luxxe Assets
New Jersey
$1.62M -$1.77M -68,700 -48%
Victory Capital Management
35
Victory Capital Management
Texas
$1.56M -$19.7K -765 -1%
Barclays
36
Barclays
United Kingdom
$1.54M +$57K +2,214 +3%
Morgan Stanley
37
Morgan Stanley
New York
$1.52M -$49.2K -1,912 -3%
N
38
Nuveen
North Carolina
$1.5M -$948K -36,799 -35%
TPCM
39
Templeton & Phillips Capital Management
Tennessee
$1.5M -$326K -12,640 -14%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.48M -$3.3M -128,101 -66%
Prudential Financial
41
Prudential Financial
New Jersey
$1.3M +$1.51M +58,620 New
Allianz Asset Management
42
Allianz Asset Management
Germany
$1.3M -$120K -4,677 -7%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$1.27M -$17.6K -684 -1%
VI
44
Vestcor Inc
New Brunswick, Canada
$1.25M -$65.8K -2,553 -4%
NSEDCP
45
NJ State Employees Deferred Compensation Plan
New Jersey
$1.24M
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$1.24M -$49.3K -1,914 -3%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.06M -$1.25M -48,542 -51%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.03M -$731K -28,396 -38%
Ameriprise
49
Ameriprise
Minnesota
$956K +$2.06K +80 +0.2%
UBS Group
50
UBS Group
Switzerland
$943K +$271K +10,518 +33%

CVLG Hedge Fund Activity: Q1 2025 in Review

161 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Covenant Logistics (CVLG) for Q1 2025, worth a combined $314M — down 20% from $391M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CVLG positions and 17 closed out — a net gain of 8 holders — while 43 added to existing stakes and 67 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $5.11M. The largest seller was Bridgeway Capital Management, cutting an estimated $5.28M.

  • 161 institutional investors held Covenant Logistics (CVLG) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $314M of Covenant Logistics stock for Q1 2025, down 20% quarter-over-quarter.
  • 25 funds opened new Covenant Logistics positions in Q1 2025 and 17 closed out, a net change of +8 holders.
  • The largest Covenant Logistics buyer in Q1 2025 was Next Century Growth Investors, an estimated $5.11M added.
  • The largest Covenant Logistics seller in Q1 2025 was Bridgeway Capital Management, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2025.