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HUB Group

242 hedge funds and large institutions have $2.75B invested in HUB Group in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.31M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $2.3B → $2.75B (+$451M)

5.88% more ownership

Funds ownership: 186.24%192.12% (+5.9%)

3% less funds holding

Funds holding: 249242 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 121

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
65
Reduced
121
Closed
31
Calls
$10.2M
Puts
$1.31M
Net Calls
+$8.88M
Net Calls Change
+$9.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$3.22K +$2.75K +70 New
Bessemer Group
227
Bessemer Group
New Jersey
$3K
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$2.39K -$2.28K -58 -53%
JWA
229
JFS Wealth Advisors
Pennsylvania
$2.12K -$786 -20 -30%
GRP
230
Global Retirement Partners
California
$2.01K +$157 +4 +10%
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$1.93K
BIA
232
Bell Investment Advisors
California
$1.38K -$1.1K -28 -48%
HCP
233
Hexagon Capital Partners
Arkansas
$1.01K +$864 +22 New
CAM
234
ClariVest Asset Management
California
$919 -$79 -2 -9%
GWS
235
Glassman Wealth Services
Virginia
$919
SIC
236
SJS Investment Consulting
Ohio
$736 -$79 -2 -11%
AWM
237
Abound Wealth Management
Tennessee
$460
DPW
238
DiNuzzo Private Wealth
Pennsylvania
$460 +$393 +10 New
AF
239
Advisornet Financial
Minnesota
$368 -$471 -12 -60%
FHA
240
First Horizon Advisors
Tennessee
$276
TWP
241
TFO Wealth Partners
Ohio
$184 -$236 -6 -60%
HNB
242
Huntington National Bank
Ohio
$92
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
-$10.8M -275,958 Closed
Renaissance Technologies
244
Renaissance Technologies
New York
-$5.44M -138,472 Closed
BGIM
245
Brandywine Global Investment Management
Pennsylvania
-$4.02M -102,280 Closed
EP
246
Edgestream Partners
New Jersey
-$3.07M -78,278 Closed
HIM
247
Hillsdale Investment Management
Ontario, Canada
-$2.23M -56,800 Closed
BPIM
248
Brant Point Investment Management
New York
-$1.49M -38,026 Closed
SG Americas Securities
249
SG Americas Securities
New York
-$1.44M -36,756 Closed
CSS
250
Cubist Systematic Strategies
Connecticut
-$916K -23,326 Closed

HUBG Hedge Fund Activity: Q4 2023 in Review

242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HUB Group (HUBG) for Q4 2023, worth a combined $2.75B — up 20% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HUBG and 26 opened new positions — a net loss of 5 holders — while 121 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Macquarie Group, cutting an estimated $29M.

  • 242 institutional investors held HUB Group (HUBG) as of Q4 2023, down from 249 in Q3 2023.
  • Funds reported $2.75B of HUB Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 26 funds opened new HUB Group positions in Q4 2023 and 31 closed out, a net change of -5 holders.
  • The largest HUB Group buyer in Q4 2023 was Morgan Stanley, an estimated $52.5M added.
  • The largest HUB Group seller in Q4 2023 was Macquarie Group, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2023.