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Landstar System

446 hedge funds and large institutions have $6.57B invested in Landstar System in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $5.85B → $6.57B (+$713M)

2% more funds holding

Funds holding: 436446 (+10)

0.86% more ownership

Funds ownership: 101.9%102.76% (+0.86%)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

75% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $18M

Holders
446
Holders Change
+10
Holders Change %
+2.29%
% of All Funds
7.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
57
Increased
152
Reduced
155
Closed
41
Calls
$4.54M
Puts
$18M
Net Calls
-$13.4M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$628M +$3.34M +18,971 +0.5%
BlackRock
2
BlackRock
New York
$604M -$6.79M -38,646 -1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$587M +$4.46M +25,366 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$557M +$10.6M +60,288 +2%
Boston Partners
5
Boston Partners
Massachusetts
$302M +$4.55M +25,872 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$271M -$20.7M -117,516 -7%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$212M +$443K +2,519 +0.2%
State Street
8
State Street
Massachusetts
$196M -$1.59M -9,024 -0.8%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$151M -$917K -5,219 -0.6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$146M -$7.43M -42,281 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$140M +$1.02M +5,821 +0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$124M +$12.1M +69,008 +11%
Northern Trust
13
Northern Trust
Illinois
$106M +$3.84M +21,847 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$98M -$5.18M -29,439 -5%
DGI
15
Disciplined Growth Investors
Minnesota
$83.3M -$10.3M -58,864 -11%
Wells Fargo
16
Wells Fargo
California
$78.9M +$3.07M +17,464 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$77.1M -$489K -2,784 -0.6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$74.1M -$6.27M -35,688 -8%
CCM
19
Copeland Capital Management
Pennsylvania
$72.4M +$4.28M +24,320 +6%
Bank of America
20
Bank of America
North Carolina
$70.7M +$10.5M +59,924 +18%
RA
21
Royce & Associates
New York
$68.3M -$1.56M -8,885 -2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$64.9M +$6.71M +38,154 +12%
Norges Bank
23
Norges Bank
Norway
$62M +$2.2M +12,527 +4%
Charles Schwab
24
Charles Schwab
California
$59M -$115K -656 -0.2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$56M -$1.13M -6,441 -2%

LSTR Hedge Fund Activity: Q1 2023 in Review

446 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Landstar System (LSTR) for Q1 2023, worth a combined $6.57B — up 12% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new LSTR positions and 41 closed out — a net gain of 16 holders — while 152 added to existing stakes and 155 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $52.6M. The largest seller was Goldman Sachs, cutting an estimated $24.6M.

  • 446 institutional investors held Landstar System (LSTR) as of Q1 2023, up from 436 in Q4 2022.
  • Funds reported $6.57B of Landstar System stock for Q1 2023, up 12% quarter-over-quarter.
  • 57 funds opened new Landstar System positions in Q1 2023 and 41 closed out, a net change of +16 holders.
  • The largest Landstar System buyer in Q1 2023 was Envestnet Asset Management, an estimated $52.6M added.
  • The largest Landstar System seller in Q1 2023 was Goldman Sachs, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2023.