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The Greenbrier Companies

201 hedge funds and large institutions have $938M invested in The Greenbrier Companies in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

8% more capital invested

Capital invested by funds: $867M → $938M (+$72M)

2% more funds holding

Funds holding: 198201 (+3)

0.22% more ownership

Funds ownership: 88.58%88.8% (+0.22%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

52% less call options, than puts

Call options by funds: $6.28M | Put options by funds: $13M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
59
Reduced
70
Closed
25
Calls
$6.28M
Puts
$13M
Net Calls
-$6.73M
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.49M -$623K -20,810 -9%
KCM
27
Kennedy Capital Management
Missouri
$6.17M -$5.23M -174,592 -48%
Wells Fargo
28
Wells Fargo
California
$5.68M -$489K -16,337 -9%
PPA
29
Parametric Portfolio Associates
Washington
$5.62M +$502K +16,772 +11%
JP Morgan Chase
30
JP Morgan Chase
New York
$5.49M -$1.63M -54,503 -24%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$4.77M +$141K +4,693 +3%
BCM
32
Bridgeway Capital Management
Texas
$4.44M
Citadel Advisors
33
Citadel Advisors
Florida
$4.43M -$2.68M -89,443 -40%
Renaissance Technologies
34
Renaissance Technologies
New York
$4.12M +$3.81M +127,100 New
Victory Capital Management
35
Victory Capital Management
Texas
$4.05M +$206K +6,883 +6%
IAM
36
Impala Asset Management
Florida
$3.87M -$1.23M -41,224 -26%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.79M +$203K +6,785 +6%
Legal & General Group
38
Legal & General Group
United Kingdom
$3.71M +$345K +11,520 +11%
CVA
39
Ceredex Value Advisors
Florida
$3.58M -$454K -15,153 -12%
GF
40
Gabelli Funds
New York
$3.57M
DIA
41
Dean Investment Associates
Ohio
$3.53M +$63.6K +2,125 +2%
QI
42
QS Investors
New York
$2.75M -$21K -700 -0.8%
SC
43
Skylands Capital
Wisconsin
$2.62M +$846K +28,250 +54%
Barclays
44
Barclays
United Kingdom
$2.58M +$757K +25,298 +47%
Two Sigma Investments
45
Two Sigma Investments
New York
$2.49M +$2.3M +76,844 New
First Trust Advisors
46
First Trust Advisors
Illinois
$2.38M -$96.3K -3,218 -4%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M -$1.41M -47,000 -39%
PCM
48
Polaris Capital Management
Massachusetts
$2.3M -$129K -4,300 -6%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$2.29M +$44.1K +1,472 +2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.22M -$40K -1,336 -2%

GBX Hedge Fund Activity: Q4 2019 in Review

201 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q4 2019, worth a combined $938M — up 8.3% from $867M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new GBX positions and 25 closed out — a net gain of 8 holders — while 59 added to existing stakes and 70 trimmed.

The largest buyer was Franklin Resources, adding an estimated $17M. The largest seller was Wellington Management Group, cutting an estimated $12M.

  • 201 institutional investors held The Greenbrier Companies (GBX) as of Q4 2019, up from 198 in Q3 2019.
  • Funds reported $938M of The Greenbrier Companies stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 33 funds opened new The Greenbrier Companies positions in Q4 2019 and 25 closed out, a net change of +8 holders.
  • The largest The Greenbrier Companies buyer in Q4 2019 was Franklin Resources, an estimated $17M added.
  • The largest The Greenbrier Companies seller in Q4 2019 was Wellington Management Group, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.