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Schneider National

244 hedge funds and large institutions have $1.29B invested in Schneider National in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,294% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $141K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 72

20% more capital invested

Capital invested by funds: $1.07B → $1.29B (+$220M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0.49% more ownership

Funds ownership: 51.26%51.75% (+0.49%)

0% more funds holding

Funds holding: 243244 (+1)

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
109
Reduced
72
Closed
30
Calls
$1.97M
Puts
$141K
Net Calls
+$1.82M
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$119M +$239K +8,872 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$13M +481,039 +13%
AQR Capital Management
3
AQR Capital Management
Connecticut
$76.8M -$2.09M -77,359 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$76.5M +$2.96M +109,800 +4%
Morgan Stanley
5
Morgan Stanley
New York
$60.1M -$3.61M -133,847 -6%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$41.5M +$2.27M +84,382 +6%
First Trust Advisors
7
First Trust Advisors
Illinois
$38.3M -$347K -12,884 -0.9%
GKIM
8
GW&K Investment Management
Massachusetts
$38.1M +$8.58M +318,308 +29%
American Century Companies
9
American Century Companies
Missouri
$33.1M -$7.09M -263,073 -18%
PJSIMP
10
P.J. Schmidt Investment Management (PJS)
Wisconsin
$31.5M -$563K -20,897 -2%
Millennium Management
11
Millennium Management
New York
$30.1M +$5.87M +217,733 +24%
State Street
12
State Street
Massachusetts
$30M -$4.91M -182,287 -14%
Allianz Asset Management
13
Allianz Asset Management
Germany
$25.5M -$1.59M -58,850 -6%
EARNEST Partners
14
EARNEST Partners
Georgia
$24.6M +$1.8M +66,830 +8%
N
15
Nuveen
North Carolina
$23.7M +$1.92M +71,330 +9%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$21.1M -$2.92M -108,164 -12%
Bank of America
17
Bank of America
North Carolina
$19.8M +$2.69M +99,807 +16%
Ameriprise
18
Ameriprise
Minnesota
$17.8M -$621K -23,027 -3%
Norges Bank
19
Norges Bank
Norway
$17.8M +$1.54M +57,140 +9%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$17.3M +$6.37M +236,208 +58%
Citadel Advisors
21
Citadel Advisors
Florida
$16.9M +$4.14M +153,414 +32%
Charles Schwab
22
Charles Schwab
California
$16.5M +$277K +10,275 +2%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$15.9M -$10.6M -391,759 -40%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$15.7M +$490K +18,180 +3%
MAM
25
Martingale Asset Management
Massachusetts
$15.4M -$145K -5,387 -0.9%

SNDR Hedge Fund Activity: Q1 2023 in Review

244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schneider National (SNDR) for Q1 2023, worth a combined $1.29B — up 20% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SNDR positions and 30 closed out — a net gain of 3 holders — while 109 added to existing stakes and 72 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $18.6M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $22.6M sold.

  • 244 institutional investors held Schneider National (SNDR) as of Q1 2023, up from 243 in Q4 2022.
  • Funds reported $1.29B of Schneider National stock for Q1 2023, up 20% quarter-over-quarter.
  • 33 funds opened new Schneider National positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Schneider National buyer in Q1 2023 was Envestnet Asset Management, an estimated $18.6M added.
  • The largest Schneider National seller in Q1 2023 was Wasatch Advisors, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2023.