We are live on ! Find out more
GBX icon

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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$2.18M -$247K -8,252 -11%
BJL
52
Brighton Jones LLC
Washington
$2.07M +$569 +19 +0%
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.01M +$38.9K +1,300 +2%
CIG
54
Cairn Investment Group
Washington
$1.99M +$1.83M +61,230 New
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$1.89M -$343K -11,472 -16%
AIMCA
56
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.75M +$479K +16,000 +42%
BFA
57
Bragg Financial Advisors
North Carolina
$1.73M -$99.8K -3,334 -6%
Prudential Financial
58
Prudential Financial
New Jersey
$1.69M -$190K -6,350 -11%
UBS Group
59
UBS Group
Switzerland
$1.67M +$357K +11,910 +30%
AG
60
Aperio Group
California
$1.64M +$142K +4,752 +10%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.58M -$45.6K -1,522 -3%
CS
62
Credit Suisse
Switzerland
$1.54M +$3.05K +102 +0.2%
AllianceBernstein
63
AllianceBernstein
Tennessee
$1.51M +$45.5K +1,520 +3%
AQR Capital Management
64
AQR Capital Management
Connecticut
$1.5M -$297K -9,936 -18%
AG
65
Algert Global
California
$1.49M +$1.38M +45,930 New
IP
66
Isthmus Partners
Wisconsin
$1.43M +$5.81K +194 +0.4%
IAM
67
ICM Asset Management
Washington
$1.36M -$89.8K -3,000 -7%
Canada Life
68
Canada Life
Manitoba, Canada
$1.3M +$13.2K +441 +1%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$1.28M -$19.2K -642 -2%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$1.26M +$445K +14,865 +62%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.2M -$26.3K -879 -2%
UBS AM
72
UBS AM
Illinois
$1.17M +$192K +6,421 +22%
JWM
73
JGP Wealth Management
Oregon
$1.15M
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$1.13M +$1.04M +34,870 New
WIA
75
Westbourne Investment Advisors
Maryland
$1.08M -$678K -22,655 -40%

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.