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Global Industrial

118 hedge funds and large institutions have $470M invested in Global Industrial in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,292% more call options, than puts

Call options by funds: $167K | Put options by funds: $12K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

20% more capital invested

Capital invested by funds: $393M → $470M (+$77.5M)

7% more funds holding

Funds holding: 110118 (+8)

1% more ownership

Funds ownership: 30.74%31.74% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
41
Reduced
44
Closed
6
Calls
$167K
Puts
$12K
Net Calls
+$155K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$75.3M -$994K -27,905 -1%
BlackRock
2
BlackRock
New York
$42.4M +$851K +23,886 +2%
PGP
3
Prescott General Partners
Florida
$41.6M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$39.6M -$139K -3,906 -0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$37.6M +$19.9M +558,013 +136%
GPGA
6
Grandeur Peak Global Advisors
Utah
$16.9M -$7.53M -211,335 -33%
Morgan Stanley
7
Morgan Stanley
New York
$15.5M +$10.8M +302,425 +317%
Renaissance Technologies
8
Renaissance Technologies
New York
$14.6M +$135K +3,800 +1%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$14.6M
State Street
10
State Street
Massachusetts
$11.8M +$121K +3,406 +1%
Vanguard Group
11
Vanguard Group
Pennsylvania
$11.7M +$477K +13,390 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.8M +$434K +12,179 +5%
WA
13
Wasatch Advisors
Utah
$8.77M -$601K -16,872 -7%
SI
14
Scout Investments
Missouri
$8.28M -$119K -3,345 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.02M -$1.12M -31,536 -13%
Millennium Management
16
Millennium Management
New York
$7.42M -$1.81M -50,795 -21%
GKIM
17
GW&K Investment Management
Massachusetts
$7.36M -$346K -9,700 -5%
Northern Trust
18
Northern Trust
Illinois
$5.58M +$128K +3,594 +3%
Ameriprise
19
Ameriprise
Minnesota
$5.25M +$176K +4,952 +4%
American Century Companies
20
American Century Companies
Missouri
$4.13M +$1.58M +44,332 +72%
LIC
21
Laurus Investment Counsel
Canada
$4.11M -$149K -4,180 -5%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$4.09M -$20.1K -564 -0.5%
Charles Schwab
23
Charles Schwab
California
$4M +$85.8K +2,409 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$3.44M -$682K -19,159 -18%
GCM
25
GoodHaven Capital Management
New Jersey
$3.42M -$32.4K -910 -1%

GIC Hedge Fund Activity: Q4 2023 in Review

118 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global Industrial (GIC) for Q4 2023, worth a combined $470M — up 20% from $393M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GIC positions and 6 closed out — a net gain of 8 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $19.9M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $7.53M.

  • 118 institutional investors held Global Industrial (GIC) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $470M of Global Industrial stock for Q4 2023, up 20% quarter-over-quarter.
  • 14 funds opened new Global Industrial positions in Q4 2023 and 6 closed out, a net change of +8 holders.
  • The largest Global Industrial buyer in Q4 2023 was Fidelity Investments, an estimated $19.9M added.
  • The largest Global Industrial seller in Q4 2023 was Grandeur Peak Global Advisors, an estimated $7.53M sold.

Based on aggregated 13F filings for Q4 2023.