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HUB Group

276 hedge funds and large institutions have $2.6B invested in HUB Group in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 92 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $613K

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

6% more funds holding

Funds holding: 260276 (+16)

5% more capital invested

Capital invested by funds: $2.49B → $2.6B (+$112M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.76% less ownership

Funds ownership: 93.74%92.98% (-0.76%)

7% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 99

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
3.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
92
Reduced
99
Closed
23
Calls
$2.19M
Puts
$613K
Net Calls
+$1.57M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$430M +$111K +2,512 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$305M -$925K -20,866 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$215M -$7.46M -168,429 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$144M -$17.2M -388,639 -11%
State Street
5
State Street
Massachusetts
$113M +$896K +20,215 +0.8%
Select Equity Group
6
Select Equity Group
New York
$88.2M +$4.64M +104,666 +6%
Pacer Advisors
7
Pacer Advisors
Pennsylvania
$87.7M -$18.9M -427,051 -18%
Invesco
8
Invesco
Georgia
$82.5M +$3.01M +67,923 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67.4M +$458K +10,328 +0.7%
American Century Companies
10
American Century Companies
Missouri
$65.6M +$5.41M +122,178 +9%
Fisher Asset Management
11
Fisher Asset Management
Washington
$64.4M -$676K -15,253 -1%
Morgan Stanley
12
Morgan Stanley
New York
$57.1M +$14M +316,306 +34%
Macquarie Group
13
Macquarie Group
Australia
$41.6M -$909K -20,516 -2%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$38.5M +$9.33M +210,676 +33%
N
15
Nuveen
North Carolina
$38M -$1.94M -43,784 -5%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$37.1M -$1.1M -24,717 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$35.8M -$409K -9,239 -1%
Principal Financial Group
18
Principal Financial Group
Iowa
$35.6M +$4.33M +97,768 +14%
Norges Bank
19
Norges Bank
Norway
$35.4M +$1.58M +35,700 +5%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$30.4M +$1.84M +41,581 +7%
Charles Schwab
21
Charles Schwab
California
$30.2M +$1.04M +23,470 +4%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$29.4M -$2.35M -53,084 -8%
RA
23
Royce & Associates
New York
$29.1M +$515K +11,615 +2%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$26.9M +$3.62M +81,746 +16%
Northern Trust
25
Northern Trust
Illinois
$26.6M -$775K -17,502 -3%

HUBG Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in HUB Group (HUBG) for Q3 2024, worth a combined $2.6B — up 4.5% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HUBG positions and 23 closed out — a net gain of 17 holders — while 92 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14M. The largest seller was JP Morgan Chase, cutting an estimated $20.2M.

  • 276 institutional investors held HUB Group (HUBG) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $2.6B of HUB Group stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 40 funds opened new HUB Group positions in Q3 2024 and 23 closed out, a net change of +17 holders.
  • The largest HUB Group buyer in Q3 2024 was Morgan Stanley, an estimated $14M added.
  • The largest HUB Group seller in Q3 2024 was JP Morgan Chase, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2024.