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The Greenbrier Companies

211 hedge funds and large institutions have $689M invested in The Greenbrier Companies in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 62 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 62

5.19% less ownership

Funds ownership: 92.97%87.78% (-5.2%)

9% less funds holding

Funds holding: 232211 (-21)

20% less capital invested

Capital invested by funds: $866M → $689M (-$177M)

37% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $19M

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

Holders
211
Holders Change
-21
Holders Change %
-9.05%
% of All Funds
5.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
82
Reduced
62
Closed
49
Calls
$11.9M
Puts
$19M
Net Calls
-$7.06M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$107M +$23.4M +913,533 +31%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$53.7M -$166K -6,466 -0.3%
Bank of America
3
Bank of America
North Carolina
$52.8M +$4.47M +174,116 +10%
BFA
4
BlackRock Fund Advisors
California
$45.9M +$268K +10,449 +0.6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$41.8M +$3.32M +129,483 +9%
BIT
6
BlackRock Institutional Trust
California
$24.6M -$1.59M -61,979 -7%
Northern Trust
7
Northern Trust
Illinois
$18.1M +$545K +21,260 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.8M +$12.5K +486 +0.1%
OCM
9
Olstein Capital Management
New York
$16M +$900K +35,079 +6%
State Street
10
State Street
Massachusetts
$14.7M +$1.03M +40,196 +8%
Deutsche Bank
11
Deutsche Bank
Germany
$14M +$4.77M +185,912 +58%
QI
12
QS Investors
New York
$13.2M +$9.43M +367,700 +335%
Morgan Stanley
13
Morgan Stanley
New York
$11.8M +$4.1M +159,954 +60%
Millennium Management
14
Millennium Management
New York
$11.1M -$5.97M -232,937 -37%
WCM Investment Management
15
WCM Investment Management
California
$8.77M -$532K -20,762 -6%
RFC
16
Russell Frank Company
Washington
$7.92M +$5.54M +216,117 +307%
GI
17
GAMCO Investors
Connecticut
$7.74M -$31.4K -1,225 -0.4%
CBOR
18
Community Bank of Raymore
Missouri
$7.58M +$12.8K +500 +0.2%
Wells Fargo
19
Wells Fargo
California
$7.39M +$1.32M +51,305 +24%
WC
20
Walthausen & Co
New York
$6.58M -$43K -1,677 -0.7%
Prudential Financial
21
Prudential Financial
New Jersey
$5.41M +$3.53M +137,621 +237%
HCM
22
Hawkeye Capital Management
Florida
$5.25M +$4.87M +189,997 New
Charles Schwab
23
Charles Schwab
California
$5.11M -$196K -7,644 -4%
GC
24
Guggenheim Capital
Illinois
$5.1M +$3.13M +121,997 +196%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.96M +$195K +7,621 +4%

GBX Hedge Fund Activity: Q1 2016 in Review

211 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q1 2016, worth a combined $689M — down 20% from $866M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of GBX and 30 opened new positions — a net loss of 19 holders — while 62 trimmed existing stakes and 82 added.

The largest buyer was Vanguard Group, adding an estimated $23.4M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $23.5M sold.

  • 211 institutional investors held The Greenbrier Companies (GBX) as of Q1 2016, down from 232 in Q4 2015.
  • Funds reported $689M of The Greenbrier Companies stock for Q1 2016, down 20% quarter-over-quarter.
  • 30 funds opened new The Greenbrier Companies positions in Q1 2016 and 49 closed out, a net change of -19 holders.
  • The largest The Greenbrier Companies buyer in Q1 2016 was Vanguard Group, an estimated $23.4M added.
  • The largest The Greenbrier Companies seller in Q1 2016 was Copper Rock Capital Partners, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2016.