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Covenant Logistics

81 hedge funds and large institutions have $175M invested in Covenant Logistics in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $178M → $175M (-$3.42M)

2.43% less ownership

Funds ownership: 119.7%117.27% (-2.4%)

4% less funds holding

Funds holding: 8481 (-3)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

94% less call options, than puts

Call options by funds: $20K | Put options by funds: $327K

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
26
Reduced
30
Closed
12
Calls
$20K
Puts
$327K
Net Calls
-$307K
Net Calls Change
-$632K

CVLG Hedge Fund Activity: Q2 2021 in Review

81 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Covenant Logistics (CVLG) for Q2 2021, worth a combined $175M — down 1.9% from $178M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CVLG and 9 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 26 added.

The largest buyer was Russell Investments Group, adding an estimated $2.28M. The largest seller was Morgan Stanley, cutting an estimated $2.62M.

  • 81 institutional investors held Covenant Logistics (CVLG) as of Q2 2021, down from 84 in Q1 2021.
  • Funds reported $175M of Covenant Logistics stock for Q2 2021, down 1.9% quarter-over-quarter.
  • 9 funds opened new Covenant Logistics positions in Q2 2021 and 12 closed out, a net change of -3 holders.
  • The largest Covenant Logistics buyer in Q2 2021 was Russell Investments Group, an estimated $2.28M added.
  • The largest Covenant Logistics seller in Q2 2021 was Morgan Stanley, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2021.