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Global Industrial

130 hedge funds and large institutions have $565M invested in Global Industrial in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $470M → $565M (+$94.9M)

10% more funds holding

Funds holding: 118130 (+12)

1.29% more ownership

Funds ownership: 31.74%33.03% (+1.3%)

13% less call options, than puts

Call options by funds: $242K | Put options by funds: $277K

16% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
130
Holders Change
+12
Holders Change %
+10.17%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
41
Reduced
49
Closed
11
Calls
$242K
Puts
$277K
Net Calls
-$35K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$99.4M +$53.4M +1,251,923 +129%
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$89.7M +$2.68M +62,777 +3%
BlackRock
3
BlackRock
New York
$46.7M -$2.11M -49,367 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.5M -$106K -2,479 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.1M +$17.7M +414,924 +137%
Luther King Capital Management (LKCM)
6
Luther King Capital Management (LKCM)
Texas
$15.5M -$1.25M -29,300 -8%
Renaissance Technologies
7
Renaissance Technologies
New York
$15M -$1.7M -39,900 -11%
GPGA
8
Grandeur Peak Global Advisors
Utah
$14.8M -$4.44M -103,965 -24%
State Street
9
State Street
Massachusetts
$13.8M +$197K +4,626 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.9M +$378K +8,865 +3%
Citadel Advisors
11
Citadel Advisors
Florida
$11.6M +$7.31M +171,294 +194%
WA
12
Wasatch Advisors
Utah
$10.1M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.19M -$58K -1,360 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$8.81M -$8.57M -200,960 -51%
SI
15
Scout Investments
Missouri
$8.81M -$544K -12,747 -6%
GKIM
16
GW&K Investment Management
Massachusetts
$8.39M -$87.7K -2,055 -1%
Northern Trust
17
Northern Trust
Illinois
$6.2M -$227K -5,319 -4%
Ameriprise
18
Ameriprise
Minnesota
$5.48M -$545K -12,772 -9%
Charles Schwab
19
Charles Schwab
California
$5.42M +$771K +18,073 +18%
American Century Companies
20
American Century Companies
Missouri
$5.01M +$238K +5,585 +5%
LIC
21
Laurus Investment Counsel
Canada
$4.84M
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.38M +$2.56M +60,082 +159%
IP
23
Isthmus Partners
Wisconsin
$4.3M +$1.14M +26,655 +38%
GCM
24
GoodHaven Capital Management
New Jersey
$3.94M
HIM
25
Hillsdale Investment Management
Ontario, Canada
$3.82M +$3.64M +85,397 New

GIC Hedge Fund Activity: Q1 2024 in Review

130 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global Industrial (GIC) for Q1 2024, worth a combined $565M — up 20% from $470M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GIC positions and 11 closed out — a net gain of 12 holders — while 41 added to existing stakes and 49 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $53.4M. The largest seller was Prescott General Partners, exiting entirely with an estimated $41.6M sold.

  • 130 institutional investors held Global Industrial (GIC) as of Q1 2024, up from 118 in Q4 2023.
  • Funds reported $565M of Global Industrial stock for Q1 2024, up 20% quarter-over-quarter.
  • 23 funds opened new Global Industrial positions in Q1 2024 and 11 closed out, a net change of +12 holders.
  • The largest Global Industrial buyer in Q1 2024 was Fidelity Investments, an estimated $53.4M added.
  • The largest Global Industrial seller in Q1 2024 was Prescott General Partners, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2024.