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Knight Transportation

481 hedge funds and large institutions have $8.55B invested in Knight Transportation in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 151 increasing their positions, 190 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $7.11B → $8.55B (+$1.44B)

17% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 65

4.07% more ownership

Funds ownership: 87.9%91.97% (+4.1%)

1% more funds holding

Funds holding: 474481 (+7)

6% less call options, than puts

Call options by funds: $44.1M | Put options by funds: $47M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

21% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 190

Holders
481
Holders Change
+7
Holders Change %
+1.48%
% of All Funds
7.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
151
Reduced
190
Closed
65
Calls
$44.1M
Puts
$47M
Net Calls
-$2.9M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$22M -$117K -2,235 -0.6%
Macquarie Group
52
Macquarie Group
Australia
$21.2M -$496K -9,478 -3%
Millennium Management
53
Millennium Management
New York
$20.4M +$6.87M +131,252 +59%
Barclays
54
Barclays
United Kingdom
$19.9M +$3.73M +71,297 +26%
NPF
55
Norris Perne & French
Michigan
$19.2M +$78.3K +1,496 +0.5%
HIC
56
Harvey Investment Company
Kentucky
$18.9M -$72.8K -1,390 -0.4%
Deutsche Bank
57
Deutsche Bank
Germany
$18.9M +$3.09M +59,024 +22%
SL
58
SIB LLC
New York
$18.1M
AQR Capital Management
59
AQR Capital Management
Connecticut
$17.8M -$21.5M -410,176 -57%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$17.2M +$1.78M +34,052 +13%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$16.7M +$5.64M +107,640 +59%
SEI Investments
62
SEI Investments
Pennsylvania
$16.6M +$103K +1,971 +0.7%
Goldman Sachs
63
Goldman Sachs
New York
$16.1M -$8.77M -167,575 -38%
CS
64
Credit Suisse
Switzerland
$15.5M +$63.9K +1,220 +0.5%
Adage Capital Partners
65
Adage Capital Partners
Massachusetts
$14.7M +$2.09M +40,000 +19%
Amundi
66
Amundi
France
$14.6M -$2.94M -56,068 -18%
GC
67
Guggenheim Capital
Illinois
$14.4M +$102K +1,939 +0.8%
HW
68
Hancock Whitney
Mississippi
$14.1M -$708K -13,517 -5%
Stifel Financial
69
Stifel Financial
Missouri
$13.8M +$1.75M +33,396 +16%
Federated Hermes
70
Federated Hermes
Pennsylvania
$13.5M -$3.57M -68,102 -22%
SI
71
Stephens Inc
Arkansas
$13.1M -$262K -5,002 -2%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$13.1M -$4.69M -89,551 -28%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$12.9M -$356K -6,792 -3%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$12.9M +$912K +17,416 +8%
Marshall Wace
75
Marshall Wace
United Kingdom
$12.8M -$37.6M -718,498 -76%

KNX Hedge Fund Activity: Q4 2023 in Review

481 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Knight Transportation (KNX) for Q4 2023, worth a combined $8.55B — up 20% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new KNX positions and 65 closed out — a net gain of 11 holders — while 151 added to existing stakes and 190 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $272M. The largest seller was Nordea Investment Management, cutting an estimated $64.9M.

  • 481 institutional investors held Knight Transportation (KNX) as of Q4 2023, up from 474 in Q3 2023.
  • Funds reported $8.55B of Knight Transportation stock for Q4 2023, up 20% quarter-over-quarter.
  • 76 funds opened new Knight Transportation positions in Q4 2023 and 65 closed out, a net change of +11 holders.
  • The largest Knight Transportation buyer in Q4 2023 was Morgan Stanley, an estimated $272M added.
  • The largest Knight Transportation seller in Q4 2023 was Nordea Investment Management, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.