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The Greenbrier Companies

232 hedge funds and large institutions have $1.19B invested in The Greenbrier Companies in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 78 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $975M → $1.19B (+$210M)

4% more funds holding

Funds holding: 224232 (+8)

2.13% more ownership

Funds ownership: 98.46%100.59% (+2.1%)

5% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 74

4% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $23.3M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
232
Holders Change
+8
Holders Change %
+3.57%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
43
Increased
78
Reduced
74
Closed
32
Calls
$24.2M
Puts
$23.3M
Net Calls
+$955K
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
201
Brick & Kyle Associates
Pennsylvania
$25K
IWM
202
IHT Wealth Management
Illinois
$16K +$15.1K +406 New
CGI
203
CI Global Investments
California
$15K +$3.99K +107 +43%
FHA
204
First Horizon Advisors
Tennessee
$12K
CPA
205
Clear Perspective Advisors
Illinois
$12K +$11.2K +300 New
WEC
206
Winslow Evans & Crocker
Massachusetts
$10.4K -$14.2K -380 -60%
EF
207
Empirical Finance
Pennsylvania
$9K +$7.24K +194 New
EWM
208
Endurance Wealth Management
Rhode Island
$8K
HCM
209
Herndon Capital Management
Georgia
$8K
VIA
210
Vantage Investment Advisors
Pennsylvania
$8K
TWA
211
TCI Wealth Advisors
Arizona
$7K
GWM
212
Geneos Wealth Management
Colorado
$6K
IUHSA
213
Itau Unibanco Holding S.A.
Brazil
$5K -$7.09K -190 -63%
GAM
214
Gemmer Asset Management
California
$5K
WA
215
WealthTrust-Arizona
Arizona
$5K
MFW
216
Mosaic Family Wealth
Missouri
$4K
TWI
217
Thomas White International
Illinois
$4K
TCM
218
Tradewinds Capital Management
Washington
$4K
RFA
219
Reilly Financial Advisors
California
$4K +$3.73K +100 New
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$3K
WCBA
221
Weaver C. Barksdale & Associates
Tennessee
$3K
MCM
222
MV Capital Management
Maryland
$3K +$1.19K +32 +68%
Bessemer Group
223
Bessemer Group
New Jersey
$2K -$17.7K -475 -93%
QCG
224
Quadrant Capital Group
Ohio
$1K
WTB
225
Washington Trust Bank
Washington
$1K

GBX Hedge Fund Activity: Q4 2016 in Review

232 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q4 2016, worth a combined $1.19B — up 22% from $975M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GBX positions and 32 closed out — a net gain of 11 holders — while 78 added to existing stakes and 74 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $23.6M. The largest seller was Bank of America, cutting an estimated $28.7M.

  • 232 institutional investors held The Greenbrier Companies (GBX) as of Q4 2016, up from 224 in Q3 2016.
  • Funds reported $1.19B of The Greenbrier Companies stock for Q4 2016, up 22% quarter-over-quarter.
  • 43 funds opened new The Greenbrier Companies positions in Q4 2016 and 32 closed out, a net change of +11 holders.
  • The largest The Greenbrier Companies buyer in Q4 2016 was Victory Capital Management, an estimated $23.6M added.
  • The largest The Greenbrier Companies seller in Q4 2016 was Bank of America, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2016.