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Landstar System

360 hedge funds and large institutions have $4.52B invested in Landstar System in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 132 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $3.88B → $4.52B (+$641M)

7% more funds holding

Funds holding: 337360 (+23)

4.28% more ownership

Funds ownership: 98.73%103.01% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 132

17% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $47.8M

Holders
360
Holders Change
+23
Holders Change %
+6.82%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
115
Reduced
132
Closed
25
Calls
$39.5M
Puts
$47.8M
Net Calls
-$8.23M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$622M +$29.4M +278,921 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$413M +$2.91M +27,613 +0.7%
ACM
3
Atlanta Capital Management
Georgia
$256M -$1.07M -10,168 -0.4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$246M +$2.98M +28,277 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$228M +$38.1M +361,977 +21%
JP Morgan Chase
6
JP Morgan Chase
New York
$124M +$305K +2,896 +0.3%
State Street
7
State Street
Massachusetts
$116M -$1.9M -18,024 -2%
DGI
8
Disciplined Growth Investors
Minnesota
$101M -$881K -8,366 -0.9%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$95.6M +$1.59M +15,101 +2%
RA
10
Royce & Associates
New York
$90.3M -$1.05M -9,996 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$85.1M -$13.8M -130,573 -14%
EAM
12
Eagle Asset Management
Florida
$79.7M +$870K +8,260 +1%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$73.5M +$68.4M +649,200 +2,823%
Northern Trust
14
Northern Trust
Illinois
$71.5M +$4.63M +43,969 +7%
JIM
15
Jupiter Investment Management
United Kingdom
$69M +$2.78M +26,372 +4%
CCP
16
Clarkston Capital Partners
Michigan
$68.3M +$1.73M +16,460 +3%
CTA
17
Carillon Tower Advisers
Florida
$63.9M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$62.1M +$1.23M +11,640 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$58.7M -$1.24M -11,796 -2%
Invesco
20
Invesco
Georgia
$57.6M -$842K -7,990 -1%
VNIM
21
Vaughan Nelson Investment Management
Texas
$56.2M +$4.8M +45,570 +10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$51.5M +$1.54M +14,592 +3%
Norges Bank
23
Norges Bank
Norway
$47.9M
LCOV
24
London Company of Virginia
Virginia
$47M -$3.38M -32,080 -7%
Wells Fargo
25
Wells Fargo
California
$46.5M -$2.63M -24,983 -6%

LSTR Hedge Fund Activity: Q1 2019 in Review

360 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Landstar System (LSTR) for Q1 2019, worth a combined $4.52B — up 17% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LSTR positions and 25 closed out — a net gain of 23 holders — while 115 added to existing stakes and 132 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $68.4M. The largest seller was Martingale Asset Management, cutting an estimated $19.3M.

  • 360 institutional investors held Landstar System (LSTR) as of Q1 2019, up from 337 in Q4 2018.
  • Funds reported $4.52B of Landstar System stock for Q1 2019, up 17% quarter-over-quarter.
  • 48 funds opened new Landstar System positions in Q1 2019 and 25 closed out, a net change of +23 holders.
  • The largest Landstar System buyer in Q1 2019 was Schroder Investment Management Group, an estimated $68.4M added.
  • The largest Landstar System seller in Q1 2019 was Martingale Asset Management, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2019.