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Chart Industries
GTLS

399 hedge funds and large institutions have $8.03B invested in Chart Industries in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $105M | Put options by funds: $34.8M

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

33% more capital invested

Capital invested by funds: $6.03B → $8.03B (+$2B)

17% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 53

7.28% more ownership

Funds ownership: 112.61%119.88% (+7.3%)

2% more funds holding

Funds holding: 392399 (+7)

5% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 135

Holders
399
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
6.26%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
62
Increased
142
Reduced
135
Closed
53
Calls
$105M
Puts
$34.8M
Net Calls
+$70.6M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$26.2K
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$24.6K -$11.9K -93 -38%
GRP
353
Global Retirement Partners
California
$24.1K -$9.33K -73 -33%
BAAM
354
Baker Avenue Asset Management
California
$22.1K -$8.56K -67 -33%
FHA
355
First Horizon Advisors
Tennessee
$20.6K -$128 -1 -0.8%
EC
356
Elequin Capital
New York
$19.7K +$15.7K +123 New
BTI
357
Blue Trust Inc
Georgia
$19K
Bessemer Group
358
Bessemer Group
New Jersey
$18K +$12.9K +101 +1,010%
LC
359
Lindbrook Capital
California
$17.1K -$7.67K -60 -36%
SWM
360
Spire Wealth Management
Virginia
$16.5K -$895 -7 -6%
CAS
361
Coppell Advisory Solutions
Texas
$15.7K +$12.8K +100 New
SHIM
362
Stone House Investment Management
Pennsylvania
$12.3K
TFM
363
TFC Financial Management
Massachusetts
$11.2K +$8.69K +68 +3,400%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$10K +$7.41K +58 +2,900%
KFI
365
Key Financial Inc
Pennsylvania
$9.75K
HCM
366
Hollencrest Capital Management
California
$8.79K
GGI
367
Godsey & Gibb Inc
Virginia
$7.99K
CWP
368
Concord Wealth Partners
Virginia
$7.19K
PMFA
369
Plante Moran Financial Advisors
Michigan
$7.19K +$5.75K +45 New
TPCW
370
TD Private Client Wealth
New York
$7.19K +$5.75K +45 New
CT
371
Colonial Trust
South Carolina
$7.08K
C
372
Covestor
United Kingdom
$7K
TWC
373
TD Waterhouse Canada
Ontario, Canada
$6.11K +$2.81K +22 +129%
NECFA
374
New England Capital Financial Advisors
Connecticut
$5.59K
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$5.59K +$1.28K +10 +40%

GTLS Hedge Fund Activity: Q2 2023 in Review

399 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Chart Industries (GTLS) for Q2 2023, worth a combined $8.03B — up 33% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new GTLS positions and 53 closed out — a net gain of 9 holders — while 142 added to existing stakes and 135 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $71.3M. The largest seller was Marshall Wace, cutting an estimated $64.4M.

  • 399 institutional investors held Chart Industries (GTLS) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $8.03B of Chart Industries stock for Q2 2023, up 33% quarter-over-quarter.
  • 62 funds opened new Chart Industries positions in Q2 2023 and 53 closed out, a net change of +9 holders.
  • The largest Chart Industries buyer in Q2 2023 was Fidelity Investments, an estimated $71.3M added.
  • The largest Chart Industries seller in Q2 2023 was Marshall Wace, an estimated $64.4M sold.

Based on aggregated 13F filings for Q2 2023.