We are live on ! Find out more
GBX icon

The Greenbrier Companies

201 hedge funds and large institutions have $938M invested in The Greenbrier Companies in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

8% more capital invested

Capital invested by funds: $867M → $938M (+$72M)

2% more funds holding

Funds holding: 198201 (+3)

0.22% more ownership

Funds ownership: 88.58%88.8% (+0.22%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

52% less call options, than puts

Call options by funds: $6.28M | Put options by funds: $13M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
59
Reduced
70
Closed
25
Calls
$6.28M
Puts
$13M
Net Calls
-$6.73M
Net Calls Change
-$199K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$169M +$2.32M +77,543 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M +$2.58M +86,158 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$87.2M -$612K -20,455 -0.8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$42.1M -$395K -13,191 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$35.2M -$12M -401,767 -27%
State Street
6
State Street
Massachusetts
$33.9M +$765K +25,549 +3%
Franklin Resources
7
Franklin Resources
California
$32.3M +$17M +567,000 +132%
FCM
8
Frontier Capital Management
Massachusetts
$30.4M +$5.76M +192,517 +26%
Northern Trust
9
Northern Trust
Illinois
$25.4M -$258K -8,605 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.8M -$2.42M -80,663 -11%
Invesco
11
Invesco
Georgia
$19.5M +$690K +23,047 +4%
Charles Schwab
12
Charles Schwab
California
$18M +$1.51M +50,350 +10%
Morgan Stanley
13
Morgan Stanley
New York
$17.2M +$6.4M +213,667 +67%
Norges Bank
14
Norges Bank
Norway
$15.8M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$13.6M +$462K +15,422 +4%
DGHMC
16
Dalton, Greiner, Hartman, Maher & Co
New York
$12.1M -$3.99M -133,194 -26%
LSV Asset Management
17
LSV Asset Management
Illinois
$9.93M -$494K -16,500 -5%
OCM
18
Olstein Capital Management
New York
$9.12M -$1.32M -44,100 -14%
Principal Financial Group
19
Principal Financial Group
Iowa
$8.35M +$31K +1,034 +0.4%
Goldman Sachs
20
Goldman Sachs
New York
$8.11M +$4.64M +155,137 +163%
CBOR
21
Community Bank of Raymore
Missouri
$7.97M -$29.9K -1,000 -0.4%
Ameriprise
22
Ameriprise
Minnesota
$7.84M -$349K -11,642 -5%
N
23
Nuveen
North Carolina
$7.75M +$735K +24,565 +11%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$7.57M +$133K +4,430 +2%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$6.57M -$160K -5,360 -3%

GBX Hedge Fund Activity: Q4 2019 in Review

201 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in The Greenbrier Companies (GBX) for Q4 2019, worth a combined $938M — up 8.3% from $867M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new GBX positions and 25 closed out — a net gain of 8 holders — while 59 added to existing stakes and 70 trimmed.

The largest buyer was Franklin Resources, adding an estimated $17M. The largest seller was Wellington Management Group, cutting an estimated $12M.

  • 201 institutional investors held The Greenbrier Companies (GBX) as of Q4 2019, up from 198 in Q3 2019.
  • Funds reported $938M of The Greenbrier Companies stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 33 funds opened new The Greenbrier Companies positions in Q4 2019 and 25 closed out, a net change of +8 holders.
  • The largest The Greenbrier Companies buyer in Q4 2019 was Franklin Resources, an estimated $17M added.
  • The largest The Greenbrier Companies seller in Q4 2019 was Wellington Management Group, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2019.