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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
BWL
426
Bogart Wealth LLC
Virginia
$4.84K
CWP
427
Concord Wealth Partners
Virginia
$4.45K -$2.3K -13 -36%
KFI
428
Key Financial Inc
Pennsylvania
$4.45K
GRP
429
Global Retirement Partners
California
$4.43K +$531 +3 +15%
Jones Financial Companies
430
Jones Financial Companies
Missouri
$3.87K +$3.54K +20 New
Mitsubishi UFJ Asset Management
431
Mitsubishi UFJ Asset Management
Japan
$3.7K
BIA
432
Bell Investment Advisors
California
$3.49K -$531 -3 -14%
LSA
433
Leonteq Securities AG
Switzerland
$3.49K +$3.19K +18 New
MFT
434
Moisand Fitzgerald Tamayo
Florida
$3.1K -$1.95K -11 -41%
SIC
435
Salem Investment Counselors
North Carolina
$3.1K
QL
436
Quarry LP
New York
$3.1K +$2.83K +16 New
RFG
437
RFP Financial Group
Georgia
$3.1K +$2.83K +16 New
ADL
438
Asset Dedication LLC
California
$3K
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$2.9K
GFPC
440
Global Financial Private Client
Florida
$2.9K
BWM
441
Baystate Wealth Management
Massachusetts
$2.71K +$2.48K +14 New
AFWM
442
Abich Financial Wealth Management
Virginia
$2.32K +$2.12K +12 New
PWMG
443
Prestige Wealth Management Group
New Jersey
$2.13K
SIC
444
SJS Investment Consulting
Ohio
$1.94K -$177 -1 -9%
FFA
445
Farther Finance Advisors
California
$1.94K +$354 +2 +25%
CFO
446
CVA Family Office
Colorado
$1.94K +$1.77K +10 New
CAS
447
Coppell Advisory Solutions
Texas
$1.94K +$1.77K +10 New
IHWM
448
Iron Horse Wealth Management
Iowa
$1.74K
BFPW
449
BOK Financial Private Wealth
Colorado
$1.74K +$1.59K +9 New
AT
450
Arlington Trust
Alabama
$1.55K -$16.6K -94 -92%

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.