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Rush Enterprises Class B
RUSHB

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: 86 → 87 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.26M
2
BlackRock
BlackRock
New York
+$1.51M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.31M
4
Barclays
Barclays
United Kingdom
+$468K
5
State Street
State Street
Massachusetts
+$314K

Top Sellers

Rank Fund Capital Flow
1
CFB
Cullen/Frost Bankers
Texas
-$11.6M
2
BCM
Bridgeway Capital Management
Texas
-$2.07M
3
PMG
Private Management Group
California
-$1.69M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$1.36M
5
TA
Teton Advisors
New York
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.12K – – –
AF
77
Allworth Financial
California
$1.48K +$1.26K +28 New
JWA
78
JFS Wealth Advisors
Pennsylvania
$1.22K +$135 +3 +15%
EWA
79
EverSource Wealth Advisors
Alabama
$1.17K -$90 -2 -8%
W
80
WealthCollab
Washington
$1.11K +$943 +21 New
FHA
81
First Horizon Advisors
Tennessee
$901 +$764 +17 New
SIC
82
SJS Investment Consulting
Ohio
$371 – – –
AF
83
Advisornet Financial
Minnesota
$371 +$45 +1 +17%
GWS
84
Glassman Wealth Services
Virginia
$371 +$314 +7 New
DPW
85
DiNuzzo Private Wealth
Pennsylvania
$265 +$225 +5 New
FFA
86
Farther Finance Advisors
California
$212 – – –
CFB
87
Cullen/Frost Bankers
Texas
– -$11.6M -255,974 Closed
PFS
88
Prospera Financial Services
Texas
– -$862K -19,037 Closed
HF
89
HRT Financial
New York
– -$398K -8,806 Closed
Allspring Global Investments
90
Allspring Global Investments
North Carolina
– -$51.8K -1,144 Closed
GCM
91
Gladius Capital Management
Illinois
– -$47.7K -1,054 Closed
SOW
92
State of Wyoming
Wyoming
– -$17.2K -379 Closed
SWM
93
Spire Wealth Management
Virginia
– -$589 -13 Closed
TWP
94
TFO Wealth Partners
Ohio
– -$136 -2 Closed
C
95
Covestor
United Kingdom
– +$90 +2 New
1 2 3
4

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.