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Covenant Logistics

116 hedge funds and large institutions have $259M invested in Covenant Logistics in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,128% more call options, than puts

Call options by funds: $737K | Put options by funds: $60K

14% more capital invested

Capital invested by funds: $227M → $259M (+$32M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.53% less ownership

Funds ownership: 134.97%134.45% (-0.53%)

13% less funds holding

Funds holding: 134116 (-18)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
116
Holders Change
-18
Holders Change %
-13.43%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
37
Reduced
46
Closed
32
Calls
$737K
Puts
$60K
Net Calls
+$677K
Net Calls Change
-$308K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
76
Allspring Global Investments
North Carolina
$182K +$44.3K +2,558 +33%
MIM
77
MetLife Investment Management
New Jersey
$173K
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$173K -$104K -6,016 -38%
UBS Group
79
UBS Group
Switzerland
$162K -$37.5K -2,168 -19%
AIG
80
American International Group
New York
$159K +$3.08K +178 +2%
Legal & General Group
81
Legal & General Group
United Kingdom
$147K +$9.38K +542 +7%
Wells Fargo
82
Wells Fargo
California
$147K -$180K -10,398 -56%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$65.2K
Lazard Asset Management
84
Lazard Asset Management
New York
$51K -$116K -6,728 -70%
AB
85
Amalgamated Bank
New York
$39K -$12.4K -718 -25%
GCM
86
Gladius Capital Management
Illinois
$37.9K +$37.1K +2,142 New
HWA
87
HHM Wealth Advisors
Tennessee
$32.6K -$24K -1,390 -43%
AIP
88
Ameritas Investment Partners
Nebraska
$32.1K
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$32K
DWA
90
Dorsey Wright & Associates
California
$30.7K -$3.32K -192 -10%
Osaic Holdings
91
Osaic Holdings
Arizona
$27.9K -$10.5K -608 -28%
HIIFS
92
Harel Insurance Investments & Financial Services
Israel
$25K +$1.18K +68 +5%
PWMG
93
Prestige Wealth Management Group
New Jersey
$24.8K
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$20.4K
Canada Life
95
Canada Life
Manitoba, Canada
$16K
Citigroup
96
Citigroup
New York
$14.2K +$3.29K +190 +31%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$12.6K +$5.19K +300 +73%
TWA
98
TCI Wealth Advisors
Arizona
$12.4K
Federated Hermes
99
Federated Hermes
Pennsylvania
$8.15K -$761 -44 -9%
TRCT
100
Tower Research Capital (TRC)
New York
$8K -$53.7K -3,106 -88%

CVLG Hedge Fund Activity: Q1 2023 in Review

116 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Covenant Logistics (CVLG) for Q1 2023, worth a combined $259M — up 14% from $227M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CVLG and 14 opened new positions — a net loss of 18 holders — while 46 trimmed existing stakes and 37 added.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $9.79M. The largest seller was Dimensional Fund Advisors, cutting an estimated $2.6M.

  • 116 institutional investors held Covenant Logistics (CVLG) as of Q1 2023, down from 134 in Q4 2022.
  • Funds reported $259M of Covenant Logistics stock for Q1 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Covenant Logistics positions in Q1 2023 and 32 closed out, a net change of -18 holders.
  • The largest Covenant Logistics buyer in Q1 2023 was Scopus Asset Management, an estimated $9.79M added.
  • The largest Covenant Logistics seller in Q1 2023 was Dimensional Fund Advisors, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2023.