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Schneider National

249 hedge funds and large institutions have $1.36B invested in Schneider National in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,573% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $11K

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

7% more funds holding

Funds holding: 232249 (+17)

1.7% more ownership

Funds ownership: 50.68%52.38% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 84

2% less capital invested

Capital invested by funds: $1.39B → $1.36B (-$29M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
+17
Holders Change %
+7.33%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
92
Reduced
84
Closed
20
Calls
$1.17M
Puts
$11K
Net Calls
+$1.16M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$113M -$2.14M -73,534 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$102M -$821K -28,223 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$90.7M +$4.09M +140,594 +4%
AQR Capital Management
4
AQR Capital Management
Connecticut
$81.8M -$2M -68,847 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$68M +$21.1M +725,351 +42%
Morgan Stanley
6
Morgan Stanley
New York
$60.6M +$1.78M +61,260 +3%
EARNEST Partners
7
EARNEST Partners
Georgia
$47.5M +$9.75M +335,004 +24%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$45.5M +$575K +19,773 +1%
First Trust Advisors
9
First Trust Advisors
Illinois
$40M +$3.07M +105,533 +8%
GKIM
10
GW&K Investment Management
Massachusetts
$37.3M -$1.54M -52,912 -4%
PJSIMP
11
P.J. Schmidt Investment Management (PJS)
Wisconsin
$31.4M -$1.46K -50 -0%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$27.3M +$8.89M +305,484 +45%
State Street
13
State Street
Massachusetts
$27.3M -$1.37M -46,942 -5%
Millennium Management
14
Millennium Management
New York
$27.1M +$3.39M +116,432 +14%
Allianz Asset Management
15
Allianz Asset Management
Germany
$26.2M -$834K -28,660 -3%
N
16
Nuveen
North Carolina
$18.5M +$7.87M +270,511 +68%
Ameriprise
17
Ameriprise
Minnesota
$17.5M +$378K +12,982 +2%
American Century Companies
18
American Century Companies
Missouri
$17.5M -$60.6K -2,083 -0.3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$17.2M +$478K +16,433 +3%
Charles Schwab
20
Charles Schwab
California
$17.1M +$263K +9,035 +1%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$16.2M -$2.58M -88,490 -13%
Bank of America
22
Bank of America
North Carolina
$16M -$3.14M -108,041 -16%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$15.4M -$6.96M -239,061 -30%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.8M +$126K +4,327 +0.8%
CVA
25
Ceredex Value Advisors
Florida
$13.7M -$1.19M -40,900 -8%

SNDR Hedge Fund Activity: Q3 2023 in Review

249 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schneider National (SNDR) for Q3 2023, worth a combined $1.36B — down 2.1% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SNDR positions and 20 closed out — a net gain of 17 holders — while 92 added to existing stakes and 84 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $21.1M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $16.9M sold.

  • 249 institutional investors held Schneider National (SNDR) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $1.36B of Schneider National stock for Q3 2023, down 2.1% quarter-over-quarter.
  • 37 funds opened new Schneider National positions in Q3 2023 and 20 closed out, a net change of +17 holders.
  • The largest Schneider National buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $21.1M added.
  • The largest Schneider National seller in Q3 2023 was Scopus Asset Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2023.