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The Greenbrier Companies
GBX

158 hedge funds and large institutions have $807M invested in The Greenbrier Companies in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

213% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 15

134% more call options, than puts

Call options by funds: $9.9M | Put options by funds: $4.23M

36% more capital invested

Capital invested by funds: $593M → $807M (+$215M)

24% more funds holding

Funds holding: 127 → 158 (+31)

0.51% less ownership

Funds ownership: 88.12% → 87.61% (-0.51%)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
158
Holders Change
+31
Holders Change %
+24.41%
% of All Funds
4.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.12%
New
47
Increased
44
Reduced
51
Closed
15
Calls
$9.9M
Puts
$4.23M
Net Calls
+$5.67M
Net Calls Change
+$605K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.84M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.54M
3
HRCM
Hood River Capital Management
Florida
+$5.01M
4
American Century Companies
American Century Companies
Missouri
+$3.7M
5
Goldman Sachs
Goldman Sachs
New York
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
EAM
Edge Asset Management
Washington
-$9.26M
2
DCCA
D.C. Capital Advisors
New York
-$8.82M
3
O
OppenheimerFunds
New York
-$8.54M
4
DADC
D.A. Davidson & Co
Montana
-$8.13M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.37M – – –
Citadel Advisors
77
Citadel Advisors
Florida
$1.36M -$19.1K -651 -2%
PPA
78
Parametric Portfolio Associates
Washington
$1.35M -$210K -7,155 -15%
GCP
79
GSA Capital Partners
United Kingdom
$1.35M +$264K +8,996 +28%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$1.34M -$64.7K -2,200 -5%
MAM
81
Martingale Asset Management
Massachusetts
$1.34M +$1.2M +40,719 New
KCM
82
Keane Capital Management
North Carolina
$1.31M -$441K -15,000 -27%
PP
83
PDT Partners
New York
$1.28M +$684K +23,287 +150%
NFA
84
Nationwide Fund Advisors
Ohio
$1.25M +$307K +10,457 +38%
TC
85
TFS Capital
Pennsylvania
$1.18M +$1.06M +35,916 New
TA
86
Teachers Advisors
New York
$1.15M +$48.5K +1,650 +5%
PAM
87
Panagora Asset Management
Massachusetts
$1.11M -$2.98M -101,457 -75%
Federated Hermes
88
Federated Hermes
Pennsylvania
$1.05M +$736K +25,059 +365%
SC
89
Skylands Capital
Wisconsin
$1.01M -$893K -30,400 -50%
RBA
90
Richard Bernstein Advisors
New York
$936K – – –
HHC
91
Hutchin Hill Capital
New York
$936K +$838K +28,500 New
RJA
92
Raymond James & Associates
Florida
$856K +$29.4K +1,000 +4%
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$834K +$702K +23,900 New
Swiss National Bank
94
Swiss National Bank
Switzerland
$788K – – –
HCM
95
Highbridge Capital Management
New York
$776K +$695K +23,643 New
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$712K +$21.3K +726 +3%
Acadian Asset Management
97
Acadian Asset Management
Massachusetts
$703K +$629K +21,404 New
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$636K – – –
KFS
99
KMS Financial Services
Washington
$612K +$3.73K +127 +0.7%
SCM
100
Sterling Capital Management
North Carolina
$604K +$541K +18,394 New
2 3
4
5 6

GBX Hedge Fund Activity: Q4 2013 in Review

158 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q4 2013, worth a combined $807M — up 36% from $593M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GBX positions and 15 closed out — a net gain of 32 holders — while 44 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.84M. The largest seller was Edge Asset Management, cutting an estimated $9.26M.

  • 158 institutional investors held The Greenbrier Companies (GBX) as of Q4 2013, up from 127 in Q3 2013.
  • Funds reported $807M of The Greenbrier Companies stock for Q4 2013, up 36% quarter-over-quarter.
  • 47 funds opened new The Greenbrier Companies positions in Q4 2013 and 15 closed out, a net change of +32 holders.
  • The largest The Greenbrier Companies buyer in Q4 2013 was Morgan Stanley, an estimated $5.84M added.
  • The largest The Greenbrier Companies seller in Q4 2013 was Edge Asset Management, an estimated $9.26M sold.

Based on aggregated 13F filings for Q4 2013.