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Schneider National

123 hedge funds and large institutions have $1.28B invested in Schneider National in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $580K | Put options by funds: $346K

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

30% more capital invested

Capital invested by funds: $985M → $1.28B (+$294M)

6.22% more ownership

Funds ownership: 41.5%47.72% (+6.2%)

6% more funds holding

Funds holding: 116123 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
28
Increased
50
Reduced
31
Closed
21
Calls
$580K
Puts
$346K
Net Calls
+$234K
Net Calls Change
-$738K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$103K +$19.5K +755 +26%
AG
102
Advisor Group
Arizona
$102K +$4.66K +180 +5%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$86K
Citigroup
104
Citigroup
New York
$44K +$38.7K +1,496 +2,452%
DCM
105
Delpha Capital Management
New York
$44K +$40K +1,545 New
WAS
106
Winch Advisory Services
Wisconsin
$35K +$52 +2 +0.2%
WC
107
Whitnell & Co
Illinois
$34K
US Bancorp
108
US Bancorp
Minnesota
$34K +$6.88K +266 +28%
NSIM
109
North Star Investment Management
Illinois
$29K
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$24K
SPIA
111
Steward Partners Investment Advisory
New York
$16K +$15.3K +592 New
MA
112
MUFG Americas
New York
$15K +$13.5K +520 New
MOS
113
MGO One Seven
Ohio
$12K +$10.8K +417 New
LF
114
Lee Financial
Texas
$10K
SIAS
115
Shine Investment Advisory Services
Colorado
$9K
LFA
116
Legacy Financial Advisors
Kentucky
$9K +$8.41K +325 New
CCA
117
Catalyst Capital Advisors
New York
$7K
ASN
118
Advisory Services Network
Georgia
$4K
AssetMark Inc
119
AssetMark Inc
California
$3K -$1.58K -61 -39%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$2.31K +$2.1K +81 New
BTIS
121
BB&T Investment Services
North Carolina
$2K +$1.79K +69 New
IWM
122
IHT Wealth Management
Illinois
$1K
PCG
123
Private Capital Group
Connecticut
$21 +$13.4K +517 New
OAM
124
Oxford Asset Management
United Kingdom
-$6.24M -248,331 Closed
MWNA
125
Marshall Wace North America
New York
-$5.09M -203,763 Closed

SNDR Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schneider National (SNDR) for Q4 2017, worth a combined $1.28B — up 30% from $985M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SNDR positions and 21 closed out — a net gain of 7 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56.7M. The largest seller was Balyasny Asset Management, cutting an estimated $22M.

  • 123 institutional investors held Schneider National (SNDR) as of Q4 2017, up from 116 in Q3 2017.
  • Funds reported $1.28B of Schneider National stock for Q4 2017, up 30% quarter-over-quarter.
  • 28 funds opened new Schneider National positions in Q4 2017 and 21 closed out, a net change of +7 holders.
  • The largest Schneider National buyer in Q4 2017 was Morgan Stanley, an estimated $56.7M added.
  • The largest Schneider National seller in Q4 2017 was Balyasny Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q4 2017.