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TBI

Trueblue

172 hedge funds and large institutions have $892M invested in Trueblue in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 46

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

2% more funds holding

Funds holding: 169172 (+3)

1.64% more ownership

Funds ownership: 93.45%95.09% (+1.6%)

23% less capital invested

Capital invested by funds: $1.16B → $892M (-$273M)

88% less call options, than puts

Call options by funds: $4K | Put options by funds: $34K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
72
Reduced
46
Closed
31
Calls
$4K
Puts
$34K
Net Calls
-$30K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
151
UBS Group
Switzerland
$36K -$647K -25,213 -94%
BlackRock
152
BlackRock
New York
$36K -$31.7K -1,236 -44%
Bessemer Group
153
Bessemer Group
New Jersey
$34K
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$33K +$616 +24 +2%
LIA
155
LS Investment Advisors
Michigan
$32K
QT
156
Quantbot Technologies
New York
$29K +$34K +1,324 New
BCM
157
Brookstone Capital Management
Illinois
$17K
Walleye Trading
158
Walleye Trading
New York
$13K +$2.56K +100 +20%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$10K +$6K +234 +111%
FHA
160
First Horizon Advisors
Tennessee
$9K -$667 -26 -6%
AA
161
ALPS Advisors
Colorado
$4.54K -$44.7K -1,743 -8%
N
162
Nuveen
North Carolina
$4.43K -$451K -17,603 -8%
TCM
163
Tradewinds Capital Management
Washington
$3K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$3K +$1.03K +40 +53%
MA
165
MUFG Americas
New York
$3K +$3.21K +125 New
GAM
166
Gemmer Asset Management
California
$2K
Loomis, Sayles & Company
167
Loomis, Sayles & Company
Massachusetts
$2K +$2.1K +82 New
KCPG
168
Kavar Capital Partners Group
Kansas
$1K -$308 -12 -21%
Federated Hermes
169
Federated Hermes
Pennsylvania
$1K +$333 +13 New
MFS
170
MSI Financial Services
Massachusetts
$1K +$795 +31 New
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$609 +$20.9K +815 +3%
RIM
172
RS Investment Management
California
-$44.7M -1,493,513 Closed
ECP
173
Elk Creek Partners
Colorado
-$5.19M -173,498 Closed
OAM
174
Oxford Asset Management
United Kingdom
-$3.6M -120,384 Closed
Stifel Financial
175
Stifel Financial
Missouri
-$2.45M -81,949 Closed

TBI Hedge Fund Activity: Q3 2015 in Review

172 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Trueblue (TBI) for Q3 2015, worth a combined $892M — down 23% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TBI positions and 31 closed out — a net gain of 4 holders — while 72 added to existing stakes and 46 trimmed.

The largest buyer was Royce & Associates, adding an estimated $14.3M. The largest seller was RS Investment Management, exiting entirely with an estimated $44.7M sold.

  • 172 institutional investors held Trueblue (TBI) as of Q3 2015, up from 169 in Q2 2015.
  • Funds reported $892M of Trueblue stock for Q3 2015, down 23% quarter-over-quarter.
  • 35 funds opened new Trueblue positions in Q3 2015 and 31 closed out, a net change of +4 holders.
  • The largest Trueblue buyer in Q3 2015 was Royce & Associates, an estimated $14.3M added.
  • The largest Trueblue seller in Q3 2015 was RS Investment Management, an estimated $44.7M sold.

Based on aggregated 13F filings for Q3 2015.