We are live on ! Find out more
GBX icon

The Greenbrier Companies

252 hedge funds and large institutions have $2.1B invested in The Greenbrier Companies in 2018 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $7.77M

16% more capital invested

Capital invested by funds: $1.82B → $2.1B (+$284M)

1.37% more ownership

Funds ownership: 107.19%108.56% (+1.4%)

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

1% less funds holding

Funds holding: 254252 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
86
Reduced
84
Closed
34
Calls
$16.3M
Puts
$7.77M
Net Calls
+$8.5M
Net Calls Change
-$462K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
226
Vantage Investment Advisors
Pennsylvania
$12K
HR
227
Howe & Rusling
New York
$11K -$38.3K -665 -78%
GT
228
Glenmede Trust
Pennsylvania
$10K -$3.75K -65 -28%
TWA
229
TCI Wealth Advisors
Arizona
$10K
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$9K +$8.42K +146 New
ICM
231
IMS Capital Management
Oregon
$9K +$8.65K +150 New
AssetMark Inc
232
AssetMark Inc
California
$8K -$865 -15 -10%
TPWA
233
TRUE Private Wealth Advisors
Oregon
$6.6K +$6.34K +110 New
APA
234
American Portfolios Advisors
New York
$6.01K
AIA
235
Arcadia Investment Advisors
Idaho
$6.01K
RFA
236
Reilly Financial Advisors
California
$6K
SWM
237
SeaCrest Wealth Management
New York
$6K
SPIA
238
Steward Partners Investment Advisory
New York
$6K
TCM
239
Tradewinds Capital Management
Washington
$6K
CFGS
240
Concourse Financial Group Securities
Alabama
$6K +$5.76K +100 New
Bessemer Group
241
Bessemer Group
New Jersey
$5K +$4.61K +80 New
MA
242
MCF Advisors
Kentucky
$4K +$3.86K +67 New
WF
243
WealthTrust Fairport
Ohio
$3K
RCAG
244
Rehmann Capital Advisory Group
Michigan
$2.76K -$288 -5 -10%
GAM
245
Gemmer Asset Management
California
$2K -$4.5K -78 -68%
QCG
246
Quadrant Capital Group
Ohio
$2K
RFC
247
Regions Financial Corp
Alabama
$2K +$1.84K +32 New
FGAM
248
Financial Gravity Asset Management
Texas
$1K -$346 -6 -21%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$1K
AC
250
Ashler Capital
Illinois
-$28.4M -538,936 Closed

GBX Hedge Fund Activity: Q3 2018 in Review

252 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q3 2018, worth a combined $2.1B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GBX positions and 34 closed out — a net gain of 2 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $58.2M. The largest seller was Ashler Capital, exiting entirely with an estimated $28.4M sold.

  • 252 institutional investors held The Greenbrier Companies (GBX) as of Q3 2018, down from 254 in Q2 2018.
  • Funds reported $2.1B of The Greenbrier Companies stock for Q3 2018, up 16% quarter-over-quarter.
  • 36 funds opened new The Greenbrier Companies positions in Q3 2018 and 34 closed out, a net change of +2 holders.
  • The largest The Greenbrier Companies buyer in Q3 2018 was Wellington Management Group, an estimated $58.2M added.
  • The largest The Greenbrier Companies seller in Q3 2018 was Ashler Capital, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2018.