Schneider National
SNDR
187 hedge funds and large institutions have $1.07B invested in Schneider National in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 57 reducing their positions, and 23 closing their positions.
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
32% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 57
4% more funds holding
Funds holding: 179 → 187 (+8)
0.2% less ownership
Funds ownership: 45.81% → 45.61% (-0.2%)
10% less capital invested
Capital invested by funds: $1.19B → $1.07B (-$118M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
82% less call options, than puts
Call options by funds: $3.05M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$28.4M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$18M |
| 3 |
Morgan Stanley
New York
|
+$8.66M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$8.63M |
| 5 |
Two Sigma Advisers
New York
|
+$7.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$80.8M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$24.2M |
| 3 |
Jennison Associates
New York
|
-$16.3M |
| 4 |
FIM
Foresters Investment Management
New York
|
-$12.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
201
Parametric Portfolio Associates
Seattle,
Washington
| – | -$239K | -8,677 | Closed |
|
|
CIP
202
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$213K | -7,726 | Closed |
|
203
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$134K | -4,885 | Closed |
|
|
MA
204
MUFG Americas
New York
| – | -$11K | -400 | Closed |
|
|
RFA
205
Reilly Financial Advisors
La Mesa,
California
| – | -$8K | -278 | Closed |
|
206
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$7.17K | -268 | -98% |
|
|
DA
207
Denali Advisors
San Diego,
California
| – | -$4K | -161 | Closed |
|
|
ACS
208
Archford Capital Strategies
Swansea,
Illinois
| – | -$3K | -120 | Closed |
|
|
WAM
209
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$214 | -8 | -57% |
|
SNDR Hedge Fund Activity: Q3 2018 in Review
187 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schneider National (SNDR) for Q3 2018, worth a combined $1.07B — down 9.9% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SNDR positions and 23 closed out — a net gain of 9 holders — while 75 added to existing stakes and 57 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $28.4M. The largest seller was Wellington Management Group, cutting an estimated $80.8M.
- 187 institutional investors held Schneider National (SNDR) as of Q3 2018, up from 179 in Q2 2018.
- Funds reported $1.07B of Schneider National stock for Q3 2018, down 9.9% quarter-over-quarter.
- 32 funds opened new Schneider National positions in Q3 2018 and 23 closed out, a net change of +9 holders.
- The largest Schneider National buyer in Q3 2018 was First Trust Advisors, an estimated $28.4M added.
- The largest Schneider National seller in Q3 2018 was Wellington Management Group, an estimated $80.8M sold.
Based on aggregated 13F filings for Q3 2018.