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Covenant Logistics

106 hedge funds and large institutions have $238M invested in Covenant Logistics in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 27 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

142% more call options, than puts

Call options by funds: $548K | Put options by funds: $226K

36% more capital invested

Capital invested by funds: $174M → $238M (+$63.2M)

31% more funds holding

Funds holding: 81106 (+25)

1.83% more ownership

Funds ownership: 117.27%119.1% (+1.8%)

18% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 33

Holders
106
Holders Change
+25
Holders Change %
+30.86%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
27
Reduced
33
Closed
6
Calls
$548K
Puts
$226K
Net Calls
+$322K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$737K +$597K +53,344 New
Barclays
52
Barclays
United Kingdom
$709K +$72.4K +6,474 +14%
Franklin Resources
53
Franklin Resources
California
$657K +$532K +47,526 New
PGIM
54
Pacific Global Investment Management
California
$642K -$738 -66 -0.1%
WS
55
Wedbush Securities
California
$567K +$8.21K +734 +2%
CSS
56
Cubist Systematic Strategies
Connecticut
$549K +$444K +39,700 New
JF
57
Jump Financial
Illinois
$525K +$425K +38,000 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$520K
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$503K -$6.38K -570 -2%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$431K
Boston Partners
61
Boston Partners
Massachusetts
$411K -$652K -58,272 -66%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$362K -$82.8K -7,400 -22%
Deutsche Bank
63
Deutsche Bank
Germany
$359K +$126K +11,218 +76%
Axa
64
Axa
France
$337K +$273K +24,400 New
PAM
65
Panagora Asset Management
Massachusetts
$311K +$252K +22,508 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$290K -$24.8K -2,216 -10%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$283K +$12.1K +1,078 +6%
Marshall Wace
68
Marshall Wace
United Kingdom
$273K +$221K +19,720 New
SG Americas Securities
69
SG Americas Securities
New York
$259K +$210K +18,768 New
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$251K +$203K +18,178 New
SGI
71
Summit Global Investments
Utah
$249K -$177K -15,800 -47%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$243K +$197K +17,588 New
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233K +$189K +16,872 New
LPL Financial
74
LPL Financial
California
$226K +$183K +16,380 New
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$188K -$227K -20,308 -60%

CVLG Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Covenant Logistics (CVLG) for Q3 2021, worth a combined $238M — up 36% from $174M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CVLG positions and 6 closed out — a net gain of 26 holders — while 27 added to existing stakes and 33 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.39M. The largest seller was Russell Investments Group, cutting an estimated $8.02M.

  • 106 institutional investors held Covenant Logistics (CVLG) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $238M of Covenant Logistics stock for Q3 2021, up 36% quarter-over-quarter.
  • 32 funds opened new Covenant Logistics positions in Q3 2021 and 6 closed out, a net change of +26 holders.
  • The largest Covenant Logistics buyer in Q3 2021 was Hillsdale Investment Management, an estimated $4.39M added.
  • The largest Covenant Logistics seller in Q3 2021 was Russell Investments Group, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2021.