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The Greenbrier Companies

180 hedge funds and large institutions have $964M invested in The Greenbrier Companies in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $6.49M | Put options by funds: $5.11M

26% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 58

3% more capital invested

Capital invested by funds: $939M → $964M (+$25.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 92.7%91.42% (-1.3%)

3% less funds holding

Funds holding: 186180 (-6)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
180
Holders Change
-6
Holders Change %
-3.23%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
73
Reduced
58
Closed
22
Calls
$6.49M
Puts
$5.11M
Net Calls
+$1.38M
Net Calls Change
+$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$11.9K -$154K -5,080 -93%
LC
152
Lindbrook Capital
California
$10.9K +$1.48K +49 +17%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$10.8K -$429K -14,204 -98%
DAM
154
Delta Asset Management
Tennessee
$10.5K
HI
155
Harbour Investments
Wisconsin
$8.36K -$453 -15 -5%
HIA
156
Harbor Investment Advisory
Maryland
$8.04K
KM
157
Kalos Management
Georgia
$8.04K +$7.55K +250 New
TWA
158
TCI Wealth Advisors
Arizona
$7.82K
EWA
159
EverSource Wealth Advisors
Alabama
$6.95K
NIC
160
Northwest Investment Counselors
Oregon
$6.85K
EWM
161
Endurance Wealth Management
Rhode Island
$6K
GWSG
162
GPS Wealth Strategies Group
Colorado
$4.83K +$4.53K +150 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$3.96K -$695 -23 -16%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$3.8K +$121 +4 +4%
MFT
165
Moisand Fitzgerald Tamayo
Florida
$3.41K
AIA
166
Arcadia Investment Advisors
Idaho
$3.22K
CFGS
167
Concourse Financial Group Securities
Alabama
$3.22K
C
168
Covestor
United Kingdom
$3K +$3.11K +103 +2,060%
S
169
SignatureFD
Georgia
$2.61K +$1.78K +59 +268%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.25K
PA
171
Parallel Advisors
California
$2.25K +$574 +19 +37%
RTL
172
Red Tortoise LLC
Georgia
$1.42K +$1.33K +44 New
PTC
173
Private Trust Company
Ohio
$1.32K
MCM
174
Manchester Capital Management
Vermont
$1.16K +$272 +9 +33%
GIA
175
GHP Investment Advisors
Colorado
$1.13K +$1.06K +35 New

GBX Hedge Fund Activity: Q1 2023 in Review

180 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q1 2023, worth a combined $964M — up 2.7% from $939M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of GBX and 17 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 73 added.

The largest buyer was American Century Companies, adding an estimated $13.3M. The largest seller was Victory Capital Management, cutting an estimated $34.7M.

  • 180 institutional investors held The Greenbrier Companies (GBX) as of Q1 2023, down from 186 in Q4 2022.
  • Funds reported $964M of The Greenbrier Companies stock for Q1 2023, up 2.7% quarter-over-quarter.
  • 17 funds opened new The Greenbrier Companies positions in Q1 2023 and 22 closed out, a net change of -5 holders.
  • The largest The Greenbrier Companies buyer in Q1 2023 was American Century Companies, an estimated $13.3M added.
  • The largest The Greenbrier Companies seller in Q1 2023 was Victory Capital Management, an estimated $34.7M sold.

Based on aggregated 13F filings for Q1 2023.