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Rush Enterprises Class A
RUSHA

108 hedge funds and large institutions have $1.05B invested in Rush Enterprises Class A in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $937M → $1.05B (+$110M)

3% more funds holding

Funds holding: 105 → 108 (+3)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
36
Closed
6
Calls
$617K
Puts
–
Net Calls
+$617K
Net Calls Change
-$83K

Top Buyers

1
WCM
Wedge Capital Management
North Carolina
+$5.37M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.73M
4
WHG
Westwood Holdings Group
Texas
+$2.57M
5
SAM
Skyline Asset Management
Illinois
+$2.25M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.59M
2
Northern Trust
Northern Trust
Illinois
-$1M
3
Morgan Stanley
Morgan Stanley
New York
-$986K
4
Ameriprise
Ameriprise
Minnesota
-$719K
5
CS
Credit Suisse
Switzerland
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWAM
1
Columbia Wanger Asset Management
Illinois
$139M – – –
JP Morgan Chase
2
JP Morgan Chase
New York
$85.1M +$4M +309,729 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79.8M +$1.67M +129,100 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$59.5M +$1.25M +97,080 +2%
NSCM
5
New South Capital Management
Tennessee
$52.5M -$112K -8,651 -0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$51.1M +$2.73M +211,635 +6%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$49M -$137K -10,575 -0.3%
CIP
8
Chartwell Investment Partners
Pennsylvania
$45.9M -$384K -29,757 -0.9%
TCM
9
TimesSquare Capital Management
New York
$40.6M +$654K +50,625 +2%
BIT
10
BlackRock Institutional Trust
California
$30.5M -$136K -10,528 -0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$30.4M -$232K -18,000 -0.8%
BFA
12
BlackRock Fund Advisors
California
$28.7M +$10.9K +841 +0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$28M +$88.9K +6,883 +0.4%
Northern Trust
14
Northern Trust
Illinois
$26.6M -$1M -77,706 -4%
WRF
15
Waddell & Reed Financial
Kansas
$25.2M -$433K -33,525 -2%
Ameriprise
16
Ameriprise
Minnesota
$23.8M -$719K -55,669 -3%
TAM
17
Tocqueville Asset Management
New York
$20.4M – – –
State Street
18
State Street
Massachusetts
$19.5M -$94.3K -7,305 -0.5%
AllianceBernstein
19
AllianceBernstein
Tennessee
$15.3M +$1.66M +128,160 +14%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$15.2M -$369K -28,544 -3%
PGIM
21
Pacific Global Investment Management
California
$13.7M +$1.4M +108,078 +13%
CIM
22
Corbyn Investment Management
Maryland
$13.4M -$34.9K -2,700 -0.3%
MC
23
Muhlenkamp & Co
Pennsylvania
$12.5M – – –
SAM
24
Skyline Asset Management
Illinois
$11.9M +$2.25M +173,873 +27%
ClearBridge Investments
25
ClearBridge Investments
New York
$7.92M +$1.02M +79,162 +17%
1
2 3 4 5

RUSHA Hedge Fund Activity: Q1 2014 in Review

108 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class A (RUSHA) for Q1 2014, worth a combined $1.05B — up 12% from $937M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RUSHA positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Wedge Capital Management, opening a new position worth an estimated $5.37M. The largest seller was Lord, Abbett & Co, cutting an estimated $2.59M.

  • 108 institutional investors held Rush Enterprises Class A (RUSHA) as of Q1 2014, up from 105 in Q4 2013.
  • Funds reported $1.05B of Rush Enterprises Class A stock for Q1 2014, up 12% quarter-over-quarter.
  • 10 funds opened new Rush Enterprises Class A positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Rush Enterprises Class A buyer in Q1 2014 was Wedge Capital Management, an estimated $5.37M added.
  • The largest Rush Enterprises Class A seller in Q1 2014 was Lord, Abbett & Co, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2014.