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Global Industrial

107 hedge funds and large institutions have $315M invested in Global Industrial in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

294% more call options, than puts

Call options by funds: $244K | Put options by funds: $62K

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

25% more capital invested

Capital invested by funds: $253M → $315M (+$62.5M)

23% more funds holding

Funds holding: 87107 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 31%30.86% (-0.13%)

Holders
107
Holders Change
+20
Holders Change %
+22.99%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
43
Reduced
25
Closed
5
Calls
$244K
Puts
$62K
Net Calls
+$182K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$48.2M -$73.3K -2,779 -0.2%
PGP
2
Prescott General Partners
Florida
$30.3M -$3.98M -150,856 -12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$28.1M -$154K -5,821 -0.6%
BlackRock
4
BlackRock
New York
$27.2M +$3.01M +114,143 +13%
GPGA
5
Grandeur Peak Global Advisors
Utah
$21.7M -$3.42M -129,713 -14%
Luther King Capital Management (LKCM)
6
Luther King Capital Management (LKCM)
Texas
$15M -$1.03M -38,990 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.49M +$1.74M +65,900 +23%
Vanguard Group
8
Vanguard Group
Pennsylvania
$9.24M -$23.7M -899,096 -72%
State Street
9
State Street
Massachusetts
$7.99M +$266K +10,062 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.57M +$452K +17,111 +6%
Millennium Management
11
Millennium Management
New York
$7.44M +$7.06M +267,555 +2,786%
AAM
12
Advisors Asset Management
Colorado
$6.85M -$1.35M -51,123 -17%
WA
13
Wasatch Advisors
Utah
$6.67M +$993K +37,633 +18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.36M -$86.4K -3,274 -1%
RA
15
Royce & Associates
New York
$6.28M -$215K -8,135 -3%
SI
16
Scout Investments
Missouri
$6.16M -$69K -2,613 -1%
Citadel Advisors
17
Citadel Advisors
Florida
$4.88M +$4.77M +180,779 +19,070%
Northern Trust
18
Northern Trust
Illinois
$3.84M +$43K +1,628 +1%
Ameriprise
19
Ameriprise
Minnesota
$3.69M +$173K +6,545 +5%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.6M -$411K -15,575 -10%
HF
21
HRT Financial
New York
$3.19M +$3.14M +119,071 New
Charles Schwab
22
Charles Schwab
California
$3.06M +$3.85K +146 +0.1%
Norges Bank
23
Norges Bank
Norway
$2.79M +$2.74M +103,900 New
Jane Street
24
Jane Street
New York
$2.45M +$2.41M +91,323 New
GCM
25
GoodHaven Capital Management
New Jersey
$2.39M -$792 -30 -0%

GIC Hedge Fund Activity: Q1 2023 in Review

107 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Global Industrial (GIC) for Q1 2023, worth a combined $315M — up 25% from $253M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GIC positions and 5 closed out — a net gain of 20 holders — while 43 added to existing stakes and 25 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.06M. The largest seller was Vanguard Group, cutting an estimated $23.7M.

  • 107 institutional investors held Global Industrial (GIC) as of Q1 2023, up from 87 in Q4 2022.
  • Funds reported $315M of Global Industrial stock for Q1 2023, up 25% quarter-over-quarter.
  • 25 funds opened new Global Industrial positions in Q1 2023 and 5 closed out, a net change of +20 holders.
  • The largest Global Industrial buyer in Q1 2023 was Millennium Management, an estimated $7.06M added.
  • The largest Global Industrial seller in Q1 2023 was Vanguard Group, an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2023.