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Landstar System

346 hedge funds and large institutions have $4.65B invested in Landstar System in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 111 increasing their positions, 124 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 20

6% more funds holding

Funds holding: 325346 (+21)

0% more capital invested

Capital invested by funds: $4.63B → $4.65B (+$22.2M)

0.48% less ownership

Funds ownership: 103.85%103.37% (-0.48%)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 124

35% less call options, than puts

Call options by funds: $3.94M | Put options by funds: $6.05M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
346
Holders Change
+21
Holders Change %
+6.46%
% of All Funds
6.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
111
Reduced
124
Closed
20
Calls
$3.94M
Puts
$6.05M
Net Calls
-$2.11M
Net Calls Change
-$549K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$520M -$22.6M -200,103 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M -$2.16M -19,107 -0.5%
Victory Capital Management
3
Victory Capital Management
Texas
$269M +$2.18M +19,277 +0.8%
ACM
4
Atlanta Capital Management
Georgia
$265M -$287K -2,541 -0.1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$225M -$33M -292,144 -13%
State Street
6
State Street
Massachusetts
$116M -$1.42M -12,615 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$115M -$12.2M -107,775 -10%
DGI
8
Disciplined Growth Investors
Minnesota
$105M +$2.81M +24,930 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$104M +$6.75M +59,824 +7%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$96.4M -$1.59M -14,082 -2%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$85.7M -$8.67M -76,761 -9%
EAM
12
Eagle Asset Management
Florida
$84.2M +$1.71M +15,108 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$75.8M -$6.16M -54,590 -8%
VNIM
14
Vaughan Nelson Investment Management
Texas
$71.3M +$2.15M +19,085 +3%
CCP
15
Clarkston Capital Partners
Michigan
$69M +$523K +4,637 +0.8%
CTA
16
Carillon Tower Advisers
Florida
$66.5M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$65.9M +$1.73M +15,311 +3%
RA
18
Royce & Associates
New York
$64.6M -$1.18M -10,422 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$63.6M +$540K +4,781 +0.9%
Northern Trust
20
Northern Trust
Illinois
$60M -$8.54M -75,663 -13%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$58.1M -$14.7M -129,808 -20%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$55.8M -$18.8M -166,227 -25%
Norges Bank
23
Norges Bank
Norway
$50.5M
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$49.3M +$3.32M +29,408 +7%
FAM
25
Fenimore Asset Management
New York
$48.8M +$2.71M +23,961 +6%

LSTR Hedge Fund Activity: Q4 2019 in Review

346 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Landstar System (LSTR) for Q4 2019, worth a combined $4.65B — up 0.48% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new LSTR positions and 20 closed out — a net gain of 30 holders — while 111 added to existing stakes and 124 trimmed.

The largest buyer was Van Berkom & Associates, opening a new position worth an estimated $44.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $33M.

  • 346 institutional investors held Landstar System (LSTR) as of Q4 2019, up from 325 in Q3 2019.
  • Funds reported $4.65B of Landstar System stock for Q4 2019, up 0.48% quarter-over-quarter.
  • 50 funds opened new Landstar System positions in Q4 2019 and 20 closed out, a net change of +30 holders.
  • The largest Landstar System buyer in Q4 2019 was Van Berkom & Associates, an estimated $44.2M added.
  • The largest Landstar System seller in Q4 2019 was T. Rowe Price Associates, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2019.