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Schneider National

163 hedge funds and large institutions have $839M invested in Schneider National in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $398K

4% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 57

0.27% more ownership

Funds ownership: 45.82%46.09% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 173163 (-10)

11% less capital invested

Capital invested by funds: $941M → $839M (-$102M)

20% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 35

Holders
163
Holders Change
-10
Holders Change %
-5.78%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
59
Reduced
57
Closed
35
Calls
$1.47M
Puts
$398K
Net Calls
+$1.07M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$93.2M +$4.34M +209,471 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$84.2M +$26.2M +1,265,093 +41%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$64.2M +$1.76M +84,821 +3%
BlackRock
4
BlackRock
New York
$50.9M +$1.48M +71,654 +3%
Morgan Stanley
5
Morgan Stanley
New York
$39.1M -$2.19M -105,586 -5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$37.6M -$18.5M -892,180 -31%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$33.5M +$784K +37,845 +2%
PJSIMP
8
P.J. Schmidt Investment Management (PJS)
Wisconsin
$25.8M -$242K -11,697 -0.9%
ABC
9
Associated Banc-Corp
Wisconsin
$25.4M -$232K -11,198 -0.8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$22.6M +$24.3M +1,170,727 New
PCM
11
Peregrine Capital Management
Minnesota
$20.1M +$77.3K +3,733 +0.4%
Goldman Sachs
12
Goldman Sachs
New York
$19.2M -$3.68M -177,654 -15%
GKIM
13
GW&K Investment Management
Massachusetts
$17.4M +$1.05M +50,746 +6%
Norges Bank
14
Norges Bank
Norway
$16.9M +$2.65M +127,977 +17%
State Street
15
State Street
Massachusetts
$16.1M -$412K -19,901 -2%
EVM
16
Eaton Vance Management
Massachusetts
$11M +$4.33M +209,060 +58%
AQR Capital Management
17
AQR Capital Management
Connecticut
$10.8M +$1.78M +85,717 +18%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$10.6M +$3.34M +161,254 +42%
HRCM
19
Hood River Capital Management
Florida
$9.47M +$4.09M +197,383 +68%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.42M +$1.61M +77,735 +19%
First Trust Advisors
21
First Trust Advisors
Illinois
$9.4M -$989K -47,717 -9%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$9.26M -$4.56K -220 -0%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$9.03M -$367K -17,700 -4%
Ameriprise
24
Ameriprise
Minnesota
$9M +$1.42M +68,653 +17%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$8.97M +$378K +18,258 +4%

SNDR Hedge Fund Activity: Q1 2020 in Review

163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schneider National (SNDR) for Q1 2020, worth a combined $839M — down 11% from $941M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SNDR and 28 opened new positions — a net loss of 7 holders — while 57 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $26.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $30.7M sold.

  • 163 institutional investors held Schneider National (SNDR) as of Q1 2020, down from 173 in Q4 2019.
  • Funds reported $839M of Schneider National stock for Q1 2020, down 11% quarter-over-quarter.
  • 28 funds opened new Schneider National positions in Q1 2020 and 35 closed out, a net change of -7 holders.
  • The largest Schneider National buyer in Q1 2020 was Fidelity Investments, an estimated $26.2M added.
  • The largest Schneider National seller in Q1 2020 was Balyasny Asset Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2020.