The Greenbrier Companies
GBX
182 hedge funds and large institutions have $696M invested in The Greenbrier Companies in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 28 closing their positions.
32% more capital invested
Capital invested by funds: $527M → $696M (+$170M)
32% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 28
5% more funds holding
Funds holding: 174 → 182 (+8)
1.63% more ownership
Funds ownership: 91.27% → 92.91% (+1.6%)
2% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 51
17% less call options, than puts
Call options by funds: $10.5M | Put options by funds: $12.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$14.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$9.26M |
| 3 |
TC
Towle & Co
Denver,
Colorado
|
+$5.35M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.34M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.18M |
| 2 |
Morgan Stanley
New York
|
-$5.19M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.95M |
| 4 |
Goldman Sachs
New York
|
-$2.8M |
| 5 |
OCM
Olstein Capital Management
Purchase,
New York
|
-$2.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAW
201
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -44 | Closed |
|
|
EI
202
Ellevest Inc
New York
| – | -$1K | -40 | Closed |
|
|
IA
203
IFP Advisors
Tampa,
Florida
| – | -$642 | -33 | Closed |
|
|
FGAM
204
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$191 | -11 | Closed |
|
205
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -2 | Closed |
|
|
MAM
206
Meeder Asset Management
Dublin,
Ohio
| – | +$389 | +20 | New |
|
|
PFO
207
Pathstone Family Office
Englewood,
New Jersey
| – | +$583 | +30 | New |
|
GBX Hedge Fund Activity: Q2 2020 in Review
182 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q2 2020, worth a combined $696M — up 32% from $527M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new GBX positions and 28 closed out — a net gain of 9 holders — while 52 added to existing stakes and 51 trimmed.
The largest buyer was Franklin Resources, adding an estimated $14.9M. The largest seller was Invesco, cutting an estimated $7.18M.
- 182 institutional investors held The Greenbrier Companies (GBX) as of Q2 2020, up from 174 in Q1 2020.
- Funds reported $696M of The Greenbrier Companies stock for Q2 2020, up 32% quarter-over-quarter.
- 37 funds opened new The Greenbrier Companies positions in Q2 2020 and 28 closed out, a net change of +9 holders.
- The largest The Greenbrier Companies buyer in Q2 2020 was Franklin Resources, an estimated $14.9M added.
- The largest The Greenbrier Companies seller in Q2 2020 was Invesco, an estimated $7.18M sold.
Based on aggregated 13F filings for Q2 2020.