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Schneider National

254 hedge funds and large institutions have $1.15B invested in Schneider National in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 72

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

5% more funds holding

Funds holding: 242254 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.18% less ownership

Funds ownership: 56.6%54.42% (-2.2%)

15% less capital invested

Capital invested by funds: $1.35B → $1.15B (-$200M)

79% less call options, than puts

Call options by funds: $104K | Put options by funds: $504K

Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
106
Reduced
72
Closed
38
Calls
$104K
Puts
$504K
Net Calls
-$400K
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$92M +$9.22M +388,913 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$85.7M +$8.98M +378,721 +11%
BlackRock
3
BlackRock
New York
$83.5M -$1.59M -66,876 -2%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$64.2M +$7.92M +334,260 +13%
AQR Capital Management
5
AQR Capital Management
Connecticut
$41.5M -$13.4M -566,103 -24%
EARNEST Partners
6
EARNEST Partners
Georgia
$39.1M +$688K +29,015 +2%
American Century Companies
7
American Century Companies
Missouri
$38.9M +$4.71M +198,823 +13%
Morgan Stanley
8
Morgan Stanley
New York
$34.2M -$90.6M -3,820,171 -72%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$33.2M -$4.39M -185,138 -11%
CCM
10
Copeland Capital Management
Pennsylvania
$29.3M +$19M +801,376 +163%
GKIM
11
GW&K Investment Management
Massachusetts
$28.6M -$671K -28,297 -2%
First Trust Advisors
12
First Trust Advisors
Illinois
$24.2M -$17.6M -742,170 -41%
State Street
13
State Street
Massachusetts
$24.2M +$386K +16,267 +2%
PJSIMP
14
P.J. Schmidt Investment Management (PJS)
Wisconsin
$23.4M -$1.07M -45,000 -4%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$22.4M -$186K -7,828 -0.8%
Millennium Management
16
Millennium Management
New York
$21.1M -$3.39M -142,817 -13%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$20.5M +$7.22M +304,711 +51%
CVA
18
Ceredex Value Advisors
Florida
$19.7M +$4.14M +174,830 +25%
Charles Schwab
19
Charles Schwab
California
$16.2M +$1.41M +59,605 +9%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$16.2M +$10.7M +451,386 +172%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$15.5M +$6.09M +256,700 +60%
Ameriprise
22
Ameriprise
Minnesota
$15.4M +$1.08M +45,442 +7%
Bank of America
23
Bank of America
North Carolina
$15.1M +$2.47M +104,009 +18%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$14.9M +$436K +18,373 +3%
N
25
Nuveen
North Carolina
$12.3M -$806K -33,992 -6%

SNDR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schneider National (SNDR) for Q1 2024, worth a combined $1.15B — down 15% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SNDR positions and 38 closed out — a net gain of 12 holders — while 106 added to existing stakes and 72 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $19M. The largest seller was Morgan Stanley, cutting an estimated $90.6M.

  • 254 institutional investors held Schneider National (SNDR) as of Q1 2024, up from 242 in Q4 2023.
  • Funds reported $1.15B of Schneider National stock for Q1 2024, down 15% quarter-over-quarter.
  • 50 funds opened new Schneider National positions in Q1 2024 and 38 closed out, a net change of +12 holders.
  • The largest Schneider National buyer in Q1 2024 was Copeland Capital Management, an estimated $19M added.
  • The largest Schneider National seller in Q1 2024 was Morgan Stanley, an estimated $90.6M sold.

Based on aggregated 13F filings for Q1 2024.