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Chart Industries

434 hedge funds and large institutions have $8.54B invested in Chart Industries in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 132 increasing their positions, 164 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $141M | Put options by funds: $66.4M

100% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 36

53% more funds holding in top 10

Funds holding in top 10: 1523 (+8)

9% more funds holding

Funds holding: 399434 (+35)

6% more capital invested

Capital invested by funds: $8.03B → $8.54B (+$514M)

1.93% less ownership

Funds ownership: 119.88%117.95% (-1.9%)

20% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 164

Holders
434
Holders Change
+35
Holders Change %
+8.77%
% of All Funds
6.89%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.37%
New
72
Increased
132
Reduced
164
Closed
36
Calls
$141M
Puts
$66.4M
Net Calls
+$74.7M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$891M -$3.32M -19,750 -0.4%
Capital World Investors
2
Capital World Investors
California
$840M -$20.5M -121,804 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$698M +$1.25M +7,410 +0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$502M +$34.2M +203,494 +7%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$317M -$30.9M -183,962 -9%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$287M -$14.2M -84,653 -5%
State Street
7
State Street
Massachusetts
$240M +$3.15M +18,706 +1%
BAMCO Inc
8
BAMCO Inc
New York
$177M -$653K -3,881 -0.4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$168M +$45.2M +268,548 +37%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$153M -$28.2M -167,890 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$148M +$7.02M +41,738 +5%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$145M +$11.4M +67,718 +9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$117M -$3.18M -18,923 -3%
Principal Financial Group
14
Principal Financial Group
Iowa
$103M -$7.75M -46,086 -7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$103M -$4.97M -29,532 -5%
Federated Hermes
16
Federated Hermes
Pennsylvania
$100M +$45.4M +270,133 +84%
Goldman Sachs
17
Goldman Sachs
New York
$98M -$26.8M -159,286 -22%
Northern Trust
18
Northern Trust
Illinois
$96M +$2.97M +17,681 +3%
EAM
19
Eagle Asset Management
Florida
$94.6M -$1.08M -6,445 -1%
SI
20
Scout Investments
Missouri
$92.7M +$15M +89,141 +19%
JP Morgan Chase
21
JP Morgan Chase
New York
$90.5M +$838K +4,984 +0.9%
Morgan Stanley
22
Morgan Stanley
New York
$89.8M +$7.81M +46,417 +10%
Capital Research Global Investors
23
Capital Research Global Investors
California
$84.5M
Macquarie Group
24
Macquarie Group
Australia
$82.6M +$19.7M +117,376 +32%
Bank of America
25
Bank of America
North Carolina
$79.8M +$16.5M +98,354 +26%

GTLS Hedge Fund Activity: Q3 2023 in Review

434 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Chart Industries (GTLS) for Q3 2023, worth a combined $8.54B — up 6.4% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new GTLS positions and 36 closed out — a net gain of 36 holders — while 132 added to existing stakes and 164 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $58.5M. The largest seller was BNP Paribas Asset Management, cutting an estimated $86.7M.

  • 434 institutional investors held Chart Industries (GTLS) as of Q3 2023, up from 399 in Q2 2023.
  • Funds reported $8.54B of Chart Industries stock for Q3 2023, up 6.4% quarter-over-quarter.
  • 72 funds opened new Chart Industries positions in Q3 2023 and 36 closed out, a net change of +36 holders.
  • The largest Chart Industries buyer in Q3 2023 was GW&K Investment Management, an estimated $58.5M added.
  • The largest Chart Industries seller in Q3 2023 was BNP Paribas Asset Management, an estimated $86.7M sold.

Based on aggregated 13F filings for Q3 2023.