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Landstar System

213 hedge funds and large institutions have $2.62B invested in Landstar System in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $1.49M

26% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 69

5% more capital invested

Capital invested by funds: $2.5B → $2.62B (+$118M)

3% less funds holding

Funds holding: 219213 (-6)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

Holders
213
Holders Change
-6
Holders Change %
-2.74%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
87
Reduced
69
Closed
26
Calls
$2.92M
Puts
$1.49M
Net Calls
+$1.44M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$276M +$2.33M +41,530 +0.9%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$165M -$19.6M -349,765 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$156M +$4.4M +78,526 +3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$148M +$21.3M +380,530 +17%
HCM
5
Herndon Capital Management
Georgia
$148M +$59.2M +1,057,254 +70%
RA
6
Royce & Associates
New York
$141M
JHIU
7
Janus Henderson Investors US
Colorado
$132M -$17.6M -313,587 -12%
Capital Research Global Investors
8
Capital Research Global Investors
California
$126M +$6.67M +119,199 +6%
BFA
9
BlackRock Fund Advisors
California
$102M +$7.98M +142,453 +9%
State Street
10
State Street
Massachusetts
$75.5M -$2.15M -38,336 -3%
BIT
11
BlackRock Institutional Trust
California
$72.1M -$2.45M -43,801 -3%
Wells Fargo
12
Wells Fargo
California
$68.5M +$10.3M +184,531 +18%
EAM
13
Eagle Asset Management
Florida
$63.7M +$310K +5,541 +0.5%
DGI
14
Disciplined Growth Investors
Minnesota
$59.6M +$2.3M +41,161 +4%
CIP
15
Champlain Investment Partners
Vermont
$54.5M +$12.9M +230,000 +32%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$38.9M +$2.02M +36,111 +6%
WRF
17
Waddell & Reed Financial
Kansas
$34.4M -$5.04M -90,000 -13%
BAMCO Inc
18
BAMCO Inc
New York
$34.1M -$72.8K -1,300 -0.2%
TCP
19
TAMRO Capital Partners
Virginia
$32.2M -$3.74M -66,812 -11%
Brown Advisory
20
Brown Advisory
Maryland
$31.7M +$90.1K +1,610 +0.3%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$29.8M -$32.4M -578,535 -53%
Northern Trust
22
Northern Trust
Illinois
$29M +$3.46M +61,834 +14%
UOC
23
UBS O'Connor
Illinois
$26.7M +$14.9M +265,584 +133%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$24.9M -$78.4K -1,400 -0.3%
Norges Bank
25
Norges Bank
Norway
$23.9M

LSTR Hedge Fund Activity: Q4 2013 in Review

213 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Landstar System (LSTR) for Q4 2013, worth a combined $2.62B — up 4.7% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LSTR and 22 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 87 added.

The largest buyer was Herndon Capital Management, adding an estimated $59.2M. The largest seller was Westfield Capital Management, cutting an estimated $32.4M.

  • 213 institutional investors held Landstar System (LSTR) as of Q4 2013, down from 219 in Q3 2013.
  • Funds reported $2.62B of Landstar System stock for Q4 2013, up 4.7% quarter-over-quarter.
  • 22 funds opened new Landstar System positions in Q4 2013 and 26 closed out, a net change of -4 holders.
  • The largest Landstar System buyer in Q4 2013 was Herndon Capital Management, an estimated $59.2M added.
  • The largest Landstar System seller in Q4 2013 was Westfield Capital Management, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2013.