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Landstar System

465 hedge funds and large institutions have $7.31B invested in Landstar System in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

562% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $3.41M

17% more capital invested

Capital invested by funds: $6.26B → $7.31B (+$1.05B)

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

6.72% more ownership

Funds ownership: 98.34%105.05% (+6.7%)

0% less funds holding

Funds holding: 466465 (-1)

20% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 183

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
465
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
146
Reduced
183
Closed
54
Calls
$22.6M
Puts
$3.41M
Net Calls
+$19.2M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Colonial Trust
South Carolina
$22.3K
VWM
402
Venturi Wealth Management
Texas
$22.1K +$1.95K +11 +11%
WT
403
Whittier Trust
California
$20.9K
DA
404
Denali Advisors
California
$20.3K +$17.9K +101 +2,525%
BC
405
Bartlett & Co
Ohio
$20K
SA
406
Scarborough Advisors
Maryland
$19.8K +$18.1K +102 New
BCWM
407
Bartlett & Co Wealth Management
Ohio
$19.8K
PFBT
408
Parkside Financial Bank & Trust
Missouri
$19.8K -$7.43K -42 -29%
JWM
409
Janiczek Wealth Management
Colorado
$17K -$4.25K -24 -21%
WTC
410
WhitTier Trust Company
Nevada
$16.1K
CA
411
Centerpoint Advisors
Massachusetts
$16K
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$13.4K -$7.26K -41 -37%
SS
413
Sunbelt Securities
Texas
$13.3K
FFA
414
Frazier Financial Advisors
Ohio
$11K +$10.1K +57 New
SA
415
SRH Advisors
Kansas
$10.5K
WIA
416
Wetzel Investment Advisors
Indiana
$10K +$8.85K +50 New
AF
417
Allworth Financial
California
$9.3K +$1.77K +10 +26%
APW
418
Acima Private Wealth
Virginia
$9.1K
IFAM
419
Institutional & Family Asset Management
Colorado
$9.1K
CIA
420
Cape Investment Advisory
Georgia
$8.52K
PA
421
Pineridge Advisors
Missouri
$7.36K +$6.73K +38 New
SC
422
Solstein Capital
California
$6.97K
LFA
423
LGT Financial Advisors
Texas
$6.2K -$1.59K -9 -22%
NFSG
424
Newbridge Financial Services Group
Florida
$5.42K -$3.01K -17 -38%
JWA
425
JFS Wealth Advisors
Pennsylvania
$4.84K -$177 -1 -4%

LSTR Hedge Fund Activity: Q4 2023 in Review

465 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Landstar System (LSTR) for Q4 2023, worth a combined $7.31B — up 17% from $6.26B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new LSTR positions and 54 closed out — a net gain of 8 holders — while 146 added to existing stakes and 183 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $52.4M.

  • 465 institutional investors held Landstar System (LSTR) as of Q4 2023, down from 466 in Q3 2023.
  • Funds reported $7.31B of Landstar System stock for Q4 2023, up 17% quarter-over-quarter.
  • 62 funds opened new Landstar System positions in Q4 2023 and 54 closed out, a net change of +8 holders.
  • The largest Landstar System buyer in Q4 2023 was Morgan Stanley, an estimated $487M added.
  • The largest Landstar System seller in Q4 2023 was Fidelity Investments, an estimated $52.4M sold.

Based on aggregated 13F filings for Q4 2023.