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Chart Industries
GTLS

433 hedge funds and large institutions have $6.83B invested in Chart Industries in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 170 increasing their positions, 144 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 144

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

0% less funds holding

Funds holding: 434433 (-1)

0.86% less ownership

Funds ownership: 117.95%117.09% (-0.86%)

20% less capital invested

Capital invested by funds: $8.54B → $6.83B (-$1.72B)

26% less call options, than puts

Call options by funds: $54.1M | Put options by funds: $73.6M

65% less funds holding in top 10

Funds holding in top 10: 238 (-15)

Holders
433
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
6.31%
Holding in Top 10
8
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-65.22%
% of All Funds
0.12%
New
63
Increased
170
Reduced
144
Closed
54
Calls
$54.1M
Puts
$73.6M
Net Calls
-$19.5M
Net Calls Change
-$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$728M +$9.12M +67,462 +1%
Capital World Investors
2
Capital World Investors
California
$680M +$2.36M +17,450 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$568M +$5.29M +39,130 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$398M -$7.02M -51,951 -2%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$268M +$13.7M +101,404 +5%
State Street
6
State Street
Massachusetts
$199M +$5.46M +40,378 +3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$183M -$47.6M -352,396 -21%
Morgan Stanley
8
Morgan Stanley
New York
$174M +$101M +744,868 +140%
BAMCO Inc
9
BAMCO Inc
New York
$156M +$13.4M +98,956 +9%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$146M +$10.3M +76,066 +8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$141M +$17.6M +130,033 +14%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$127M +$9.94M +73,586 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$125M +$5.6M +41,473 +5%
Macquarie Group
14
Macquarie Group
Australia
$96.1M +$29.3M +216,648 +44%
NSGL
15
No Street GP LP
California
$95.4M +$37.2M +275,000 +65%
GCM
16
Gates Capital Management
New York
$92.3M +$30.7M +227,280 +51%
Principal Financial Group
17
Principal Financial Group
Iowa
$83.3M +$62.6K +463 +0.1%
Federated Hermes
18
Federated Hermes
Pennsylvania
$81M +$291K +2,151 +0.4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$80.6M -$13.3M -98,419 -14%
Northern Trust
20
Northern Trust
Illinois
$75.6M -$1.8M -13,305 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$64.1M -$8.77M -64,902 -12%
Charles Schwab
22
Charles Schwab
California
$63.2M +$1.08M +7,978 +2%
Goldman Sachs
23
Goldman Sachs
New York
$61.2M -$17.7M -130,834 -23%
PL
24
Perpetual Ltd
Australia
$59.8M -$1.93M -14,262 -3%
DZ Bank
25
DZ Bank
Germany
$57.7M -$644K -4,764 -1%

GTLS Hedge Fund Activity: Q4 2023 in Review

433 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Chart Industries (GTLS) for Q4 2023, worth a combined $6.83B — down 20% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GTLS positions and 54 closed out — a net gain of 9 holders — while 170 added to existing stakes and 144 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $84.5M sold.

  • 433 institutional investors held Chart Industries (GTLS) as of Q4 2023, down from 434 in Q3 2023.
  • Funds reported $6.83B of Chart Industries stock for Q4 2023, down 20% quarter-over-quarter.
  • 63 funds opened new Chart Industries positions in Q4 2023 and 54 closed out, a net change of +9 holders.
  • The largest Chart Industries buyer in Q4 2023 was Morgan Stanley, an estimated $101M added.
  • The largest Chart Industries seller in Q4 2023 was Capital Research Global Investors, an estimated $84.5M sold.

Based on aggregated 13F filings for Q4 2023.