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Global Industrial

101 hedge funds and large institutions have $339M invested in Global Industrial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $263M → $339M (+$76.4M)

16% more funds holding

Funds holding: 87101 (+14)

0.65% more ownership

Funds ownership: 26.88%27.53% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
32
Reduced
33
Closed
11
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
PGP
1
Prescott General Partners
Florida
$70.5M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$45.7M +$992K +33,737 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.1M +$2.31M +78,661 +9%
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$32.9M -$4.52M -153,881 -13%
BlackRock
5
BlackRock
New York
$24.6M +$499K +16,964 +2%
GCM
6
GoodHaven Capital Management
New Jersey
$9.79M -$3.26M -110,942 -27%
RA
7
Royce & Associates
New York
$8.02M -$1.95M -66,194 -22%
PCM
8
Portolan Capital Management
Massachusetts
$7.93M -$830K -28,228 -11%
State Street
9
State Street
Massachusetts
$6.98M +$4.32K +147 +0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.25M -$74.5K -2,534 -1%
Invesco
11
Invesco
Georgia
$6M +$2.21M +75,062 +71%
Northern Trust
12
Northern Trust
Illinois
$5.74M -$142K -4,819 -3%
TCIM
13
TIAA CREF Investment Management
New York
$5.53M +$1.86M +63,386 +62%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.32M -$679K -23,100 -15%
EI
15
EAM Investors
California
$3.96M -$1.23M -41,691 -26%
BCM
16
Bridgeway Capital Management
Texas
$3.87M +$294 +10 +0%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.61M -$115K -3,912 -3%
PAM
18
Panagora Asset Management
Massachusetts
$3.55M +$861K +29,280 +38%
ISL
19
Ingalls & Snyder LLC
New York
$3.36M -$216K -7,350 -7%
CEP
20
Chicago Equity Partners
Illinois
$2.63M +$322K +10,941 +16%
TWS
21
Thomas W. Smith
$2.54M
JIR
22
James Investment Research
Ohio
$2.25M +$1.99M +67,723 New
BIM
23
Bogle Investment Management
Massachusetts
$2.04M +$389K +13,253 +28%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.02M +$821K +27,944 +86%
Charles Schwab
25
Charles Schwab
California
$1.97M -$40.9K -1,392 -2%

GIC Hedge Fund Activity: Q4 2017 in Review

101 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Global Industrial (GIC) for Q4 2017, worth a combined $339M — up 29% from $263M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GIC positions and 11 closed out — a net gain of 14 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.31M. The largest seller was Luther King Capital Management (LKCM), cutting an estimated $4.52M.

  • 101 institutional investors held Global Industrial (GIC) as of Q4 2017, up from 87 in Q3 2017.
  • Funds reported $339M of Global Industrial stock for Q4 2017, up 29% quarter-over-quarter.
  • 25 funds opened new Global Industrial positions in Q4 2017 and 11 closed out, a net change of +14 holders.
  • The largest Global Industrial buyer in Q4 2017 was Vanguard Group, an estimated $2.31M added.
  • The largest Global Industrial seller in Q4 2017 was Luther King Capital Management (LKCM), an estimated $4.52M sold.

Based on aggregated 13F filings for Q4 2017.