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GATX Corp

296 hedge funds and large institutions have $4.29B invested in GATX Corp in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $3.83B → $4.29B (+$457M)

5% more funds holding

Funds holding: 281296 (+15)

1.05% more ownership

Funds ownership: 99.44%100.49% (+1%)

4% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.68M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
296
Holders Change
+15
Holders Change %
+5.34%
% of All Funds
4.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
85
Reduced
114
Closed
21
Calls
$1.75M
Puts
$1.68M
Net Calls
+$72K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$681M -$18.3M -165,512 -3%
BlackRock
2
BlackRock
New York
$560M -$1.3M -11,813 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$471M +$1.59M +14,420 +0.4%
EARNEST Partners
4
EARNEST Partners
Georgia
$357M +$15.5M +140,058 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$265M -$5.19M -47,008 -2%
GI
6
GAMCO Investors
Connecticut
$173M -$2.84M -25,713 -2%
State Street
7
State Street
Massachusetts
$150M +$3.75M +33,946 +3%
GF
8
Gabelli Funds
New York
$138M -$2.54M -23,000 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$134M -$4.41K -40 -0%
Bank of America
10
Bank of America
North Carolina
$129M +$2.68M +24,289 +2%
SEI Investments
11
SEI Investments
Pennsylvania
$94.3M +$21.1M +191,187 +32%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$92.9M +$3.85M +34,917 +5%
Northern Trust
13
Northern Trust
Illinois
$79.3M -$394K -3,572 -0.5%
American Century Companies
14
American Century Companies
Missouri
$69.5M +$12.1M +109,704 +23%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$69.2M +$22.1M +200,055 +53%
Morgan Stanley
16
Morgan Stanley
New York
$66.5M +$32.9M +298,362 +117%
Charles Schwab
17
Charles Schwab
California
$53.8M +$715K +6,476 +1%
VNIM
18
Vaughan Nelson Investment Management
Texas
$50.2M -$3M -27,215 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$45.8M -$716K -6,490 -2%
ClearBridge Investments
20
ClearBridge Investments
New York
$44.4M -$229K -2,079 -0.6%
Norges Bank
21
Norges Bank
Norway
$41.1M -$167K -1,516 -0.4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$23.9M +$209K +1,898 +1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$22.3M -$36.4K -330 -0.2%
Goldman Sachs
24
Goldman Sachs
New York
$17.9M -$4.67M -42,292 -22%
Invesco
25
Invesco
Georgia
$17.9M +$934K +8,465 +6%

GATX Hedge Fund Activity: Q4 2023 in Review

296 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GATX Corp (GATX) for Q4 2023, worth a combined $4.29B — up 12% from $3.83B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GATX positions and 21 closed out — a net gain of 19 holders — while 85 added to existing stakes and 114 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was State Farm Mutual Automobile Insurance, cutting an estimated $18.3M.

  • 296 institutional investors held GATX Corp (GATX) as of Q4 2023, up from 281 in Q3 2023.
  • Funds reported $4.29B of GATX Corp stock for Q4 2023, up 12% quarter-over-quarter.
  • 40 funds opened new GATX Corp positions in Q4 2023 and 21 closed out, a net change of +19 holders.
  • The largest GATX Corp buyer in Q4 2023 was Morgan Stanley, an estimated $32.9M added.
  • The largest GATX Corp seller in Q4 2023 was State Farm Mutual Automobile Insurance, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2023.