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Covenant Logistics

82 hedge funds and large institutions have $153M invested in Covenant Logistics in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

1.5% more ownership

Funds ownership: 145.14%146.64% (+1.5%)

9% less funds holding

Funds holding: 9082 (-8)

21% less capital invested

Capital invested by funds: $192M → $153M (-$39.5M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $362K

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
34
Reduced
30
Closed
14
Calls
$1K
Puts
$362K
Net Calls
-$361K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$331K +$40.6K +5,600 +12%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$329K +$16.8K +2,316 +5%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$327K -$87K -12,000 -19%
Swiss National Bank
54
Swiss National Bank
Switzerland
$309K
EGM
55
Engineers Gate Manager
New York
$298K +$13.6K +1,876 +4%
1CM
56
1492 Capital Management
Wisconsin
$263K +$295K +40,682 New
SAM
57
Scopus Asset Management
New York
$259K -$2.24M -308,444 -89%
PPA
58
Parametric Portfolio Associates
Washington
$259K -$186K -25,592 -39%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$259K +$2.12K +292 +0.7%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$254K
UBS Group
61
UBS Group
Switzerland
$191K +$73.4K +10,120 +52%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$171K
CS
63
Credit Suisse
Switzerland
$162K -$30.3K -4,178 -14%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$158K +$145K +19,950 +445%
Deutsche Bank
65
Deutsche Bank
Germany
$148K +$110K +15,114 +193%
AIG
66
American International Group
New York
$102K -$957 -132 -0.8%
PCM
67
Prelude Capital Management
New York
$71K -$4.61K -636 -5%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$40.6K +$16.8K +2,314 +58%
Citigroup
69
Citigroup
New York
$34K +$13.3K +1,836 +54%
Legal & General Group
70
Legal & General Group
United Kingdom
$31K
VCP
71
Verus Capital Partners
Arizona
$20K +$22K +3,034 New
Federated Hermes
72
Federated Hermes
Pennsylvania
$16K -$8.32K -1,148 -32%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$14K
BFEC
74
Benjamin F. Edwards & Company
Missouri
$13K
AIP
75
Ameritas Investment Partners
Nebraska
$12K

CVLG Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Covenant Logistics (CVLG) for Q4 2019, worth a combined $153M — down 21% from $192M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CVLG and 6 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 34 added.

The largest buyer was Weiss Multi-Strategy Advisers, adding an estimated $5.55M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.63M sold.

  • 82 institutional investors held Covenant Logistics (CVLG) as of Q4 2019, down from 90 in Q3 2019.
  • Funds reported $153M of Covenant Logistics stock for Q4 2019, down 21% quarter-over-quarter.
  • 6 funds opened new Covenant Logistics positions in Q4 2019 and 14 closed out, a net change of -8 holders.
  • The largest Covenant Logistics buyer in Q4 2019 was Weiss Multi-Strategy Advisers, an estimated $5.55M added.
  • The largest Covenant Logistics seller in Q4 2019 was Basswood Capital Management, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2019.