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Rush Enterprises Class B

87 hedge funds and large institutions have $353M invested in Rush Enterprises Class B in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $317M → $353M (+$35.7M)

1% more funds holding

Funds holding: 8687 (+1)

0.83% less ownership

Funds ownership: 38.06%37.24% (-0.83%)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$899K +$191K +4,242 +33%
Canada Life
27
Canada Life
Manitoba, Canada
$876K +$70.1K +1,561 +10%
IA
28
Inspire Advisors
Idaho
$821K +$21.2K +473 +3%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$772K -$4K -89 -0.6%
Swiss National Bank
30
Swiss National Bank
Switzerland
$768K -$144K -3,200 -18%
Bank of America
31
Bank of America
North Carolina
$735K +$139K +3,084 +29%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$672K +$2.02K +45 +0.4%
Legal & General Group
33
Legal & General Group
United Kingdom
$659K +$68.9K +1,534 +14%
UBS AM
34
UBS AM
Illinois
$607K
UBS Group
35
UBS Group
Switzerland
$592K +$230K +5,118 +85%
MC
36
Muhlenkamp & Co
Pennsylvania
$503K
AllianceBernstein
37
AllianceBernstein
Tennessee
$469K -$5.84K -130 -1%
Citadel Advisors
38
Citadel Advisors
Florida
$460K -$463K -10,301 -54%
PAM
39
Panagora Asset Management
Massachusetts
$442K -$60.7K -1,351 -14%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$432K -$19.2K -427 -5%
American Century Companies
41
American Century Companies
Missouri
$425K +$2.2K +49 +0.6%
CS
42
Credit Suisse
Switzerland
$401K -$29.2K -651 -8%
Jane Street
43
Jane Street
New York
$365K +$89.9K +2,002 +41%
EFG
44
Everhart Financial Group
Ohio
$358K +$7.82K +174 +3%
CC
45
Corton Capital
Ontario, Canada
$339K -$36.4K -811 -11%
PTC
46
Petrus Trust Company
Texas
$338K
BEAM
47
Baker Ellis Asset Management
Washington
$291K -$15.7K -350 -6%
SG Americas Securities
48
SG Americas Securities
New York
$271K +$36.4K +810 +19%
Public Employees Retirement Association of Colorado
49
Public Employees Retirement Association of Colorado
Colorado
$253K
Deutsche Bank
50
Deutsche Bank
Germany
$245K

RUSHB Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Rush Enterprises Class B (RUSHB) for Q4 2023, worth a combined $353M — up 11% from $317M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RUSHB positions and 8 closed out — a net gain of 2 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.26M. The largest seller was Cullen/Frost Bankers, exiting entirely with an estimated $11.6M sold.

  • 87 institutional investors held Rush Enterprises Class B (RUSHB) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $353M of Rush Enterprises Class B stock for Q4 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Rush Enterprises Class B positions in Q4 2023 and 8 closed out, a net change of +2 holders.
  • The largest Rush Enterprises Class B buyer in Q4 2023 was Morgan Stanley, an estimated $2.26M added.
  • The largest Rush Enterprises Class B seller in Q4 2023 was Cullen/Frost Bankers, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2023.