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GATX Corp

247 hedge funds and large institutions have $3.18B invested in GATX Corp in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

74% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $3.54M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

28% more capital invested

Capital invested by funds: $2.49B → $3.18B (+$688M)

5% more funds holding

Funds holding: 235247 (+12)

2.6% less ownership

Funds ownership: 111.63%109.03% (-2.6%)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
4.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
32
Increased
71
Reduced
89
Closed
18
Calls
$6.16M
Puts
$3.54M
Net Calls
+$2.62M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$506M
BlackRock
2
BlackRock
New York
$355M -$15.7M -205,784 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M -$22.5M -293,975 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$212M -$10.3M -134,778 -5%
EARNEST Partners
5
EARNEST Partners
Georgia
$197M +$9.7M +126,761 +6%
GI
6
GAMCO Investors
Connecticut
$156M -$1.88M -24,561 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$144M -$19.4M -253,797 -13%
AllianceBernstein
8
AllianceBernstein
Tennessee
$138M +$17.8M +233,111 +16%
GF
9
Gabelli Funds
New York
$127M -$865K -11,300 -0.7%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$114M -$29.2M -382,009 -22%
Northern Trust
11
Northern Trust
Illinois
$92.4M -$1.03M -13,516 -1%
State Street
12
State Street
Massachusetts
$90.7M -$199K -2,602 -0.2%
Bank of America
13
Bank of America
North Carolina
$72.3M +$15.5M +202,549 +30%
VNIM
14
Vaughan Nelson Investment Management
Texas
$57.2M -$8.15M -106,520 -13%
ClearBridge Investments
15
ClearBridge Investments
New York
$54.7M -$523K -6,833 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$43.5M +$2.33M +30,468 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$38.3M -$2.73M -35,665 -7%
Norges Bank
18
Norges Bank
Norway
$31.7M +$978K +12,787 +3%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$25.3M +$515K +6,737 +2%
Charles Schwab
20
Charles Schwab
California
$21.8M +$190K +2,484 +1%
Goldman Sachs
21
Goldman Sachs
New York
$21.3M +$2.12M +27,670 +12%
Wells Fargo
22
Wells Fargo
California
$16.5M +$287K +3,750 +2%
LCOV
23
London Company of Virginia
Virginia
$15.8M -$589K -7,696 -4%
Morgan Stanley
24
Morgan Stanley
New York
$14.2M +$8.49M +110,990 +184%
N
25
Nuveen
North Carolina
$14M +$921K +12,042 +8%

GATX Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in GATX Corp (GATX) for Q4 2020, worth a combined $3.18B — up 28% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GATX positions and 18 closed out — a net gain of 14 holders — while 71 added to existing stakes and 89 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $17.8M. The largest seller was Janus Henderson Group, cutting an estimated $29.2M.

  • 247 institutional investors held GATX Corp (GATX) as of Q4 2020, up from 235 in Q3 2020.
  • Funds reported $3.18B of GATX Corp stock for Q4 2020, up 28% quarter-over-quarter.
  • 32 funds opened new GATX Corp positions in Q4 2020 and 18 closed out, a net change of +14 holders.
  • The largest GATX Corp buyer in Q4 2020 was AllianceBernstein, an estimated $17.8M added.
  • The largest GATX Corp seller in Q4 2020 was Janus Henderson Group, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2020.