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HUB Group

253 hedge funds and large institutions have $2.56B invested in HUB Group in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,776% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $553K

41% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 29

5% more funds holding

Funds holding: 242253 (+11)

7% less capital invested

Capital invested by funds: $2.75B → $2.56B (-$190M)

31% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 106

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

97.04% less ownership

Funds ownership: 192.12%95.08% (-97%)

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
41
Increased
73
Reduced
106
Closed
29
Calls
$21.4M
Puts
$553K
Net Calls
+$20.9M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$6.52K
LSA
227
Leonteq Securities AG
Switzerland
$5.27K +$1.31K +30 +33%
SAM
228
Smartleaf Asset Management
Massachusetts
$4.64K +$4.73K +108 New
PFBT
229
Parkside Financial Bank & Trust
Missouri
$4.63K -$52K -1,189 -92%
S
230
SignatureFD
Georgia
$4.41K
Osaic Holdings
231
Osaic Holdings
Arizona
$3.24K -$38.5K -879 -92%
PWMG
232
Private Wealth Management Group
New Jersey
$3.03K
EBA
233
Eagle Bay Advisors
New York
$2.42K +$2.45K +56 New
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$2.25K
Bessemer Group
235
Bessemer Group
New Jersey
$2K
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.99K
GRP
237
Global Retirement Partners
California
$1.99K
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.81K
BIA
239
Bell Investment Advisors
California
$1.3K
UB
240
UMB Bank
Missouri
$1.08K +$1.09K +25 New
MA
241
Montag & Associates
Georgia
$1.06K +$1.05K +24 New
HCP
242
Hexagon Capital Partners
Arkansas
$908 -$44 -1 -5%
CWC
243
Carolinas Wealth Consulting
North Carolina
$895 +$919 +21 New
CAM
244
ClariVest Asset Management
California
$864
ECM
245
Everence Capital Management
Indiana
$810
SIC
246
SJS Investment Consulting
Ohio
$778 +$88 +2 +13%
AWM
247
Abound Wealth Management
Tennessee
$433
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$433
FGAM
249
Financial Gravity Asset Management
Texas
$308 +$306 +7 New
FHA
250
First Horizon Advisors
Tennessee
$259

HUBG Hedge Fund Activity: Q1 2024 in Review

253 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HUB Group (HUBG) for Q1 2024, worth a combined $2.56B — down 6.9% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HUBG positions and 29 closed out — a net gain of 12 holders — while 73 added to existing stakes and 106 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $39.1M. The largest seller was Morgan Stanley, cutting an estimated $56.2M.

  • 253 institutional investors held HUB Group (HUBG) as of Q1 2024, up from 242 in Q4 2023.
  • Funds reported $2.56B of HUB Group stock for Q1 2024, down 6.9% quarter-over-quarter.
  • 41 funds opened new HUB Group positions in Q1 2024 and 29 closed out, a net change of +12 holders.
  • The largest HUB Group buyer in Q1 2024 was Pacer Advisors, an estimated $39.1M added.
  • The largest HUB Group seller in Q1 2024 was Morgan Stanley, an estimated $56.2M sold.

Based on aggregated 13F filings for Q1 2024.