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TBI

Trueblue

164 hedge funds and large institutions have $1.08B invested in Trueblue in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $670K | Put options by funds: $257K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 157164 (+7)

0.01% less ownership

Funds ownership: 94.86%94.85% (-0.01%)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

5% less capital invested

Capital invested by funds: $1.14B → $1.08B (-$58.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
164
Holders Change
+7
Holders Change %
+4.46%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
55
Reduced
57
Closed
17
Calls
$670K
Puts
$257K
Net Calls
+$413K
Net Calls Change
+$466K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$85.9M -$7.81M -285,072 -8%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$78M +$10M +366,314 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.2M +$957K +34,957 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$65.8M +$746K +27,236 +1%
BFA
5
BlackRock Fund Advisors
California
$57.7M -$3.84M -140,261 -6%
TAM
6
Tocqueville Asset Management
New York
$44.2M -$3.65M -133,400 -8%
WHG
7
Westwood Holdings Group
Texas
$39.5M -$1.83M -66,882 -4%
TCP
8
TAMRO Capital Partners
Virginia
$35M +$6.95M +253,756 +25%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$33.3M +$2.4M +87,491 +8%
BIT
10
BlackRock Institutional Trust
California
$33.2M -$2.04M -74,414 -6%
State Street
11
State Street
Massachusetts
$24.8M -$666K -24,314 -3%
Norges Bank
12
Norges Bank
Norway
$22.3M +$11.1M +405,230 +100%
Artisan Partners
13
Artisan Partners
Wisconsin
$20.4M -$3M -109,595 -13%
Goldman Sachs
14
Goldman Sachs
New York
$18.9M -$9.87M -360,443 -35%
PI
15
Putnam Investments
Massachusetts
$18.4M +$2.46M +89,715 +16%
Ameriprise
16
Ameriprise
Minnesota
$16.5M +$3.61M +131,945 +28%
TA
17
Teachers Advisors
New York
$16.4M +$1.63M +59,637 +11%
Jennison Associates
18
Jennison Associates
New York
$16.3M +$7.01M +255,942 +76%
RA
19
Royce & Associates
New York
$15.3M -$3.47M -126,767 -19%
Invesco
20
Invesco
Georgia
$15.2M -$76.6K -2,799 -0.5%
Northern Trust
21
Northern Trust
Illinois
$14.4M -$2.87M -104,948 -17%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$12.7M
Federated Hermes
23
Federated Hermes
Pennsylvania
$12.4M -$343K -12,525 -3%
CRCP
24
Copper Rock Capital Partners
Massachusetts
$12.4M -$3.61M -131,911 -23%
DGHMC
25
Dalton, Greiner, Hartman, Maher & Co
New York
$11.3M +$11.3M +411,570 New

TBI Hedge Fund Activity: Q2 2014 in Review

164 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Trueblue (TBI) for Q2 2014, worth a combined $1.08B — down 5.2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TBI positions and 17 closed out — a net gain of 7 holders — while 55 added to existing stakes and 57 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $11.3M. The largest seller was Fidelity Investments, exiting entirely with an estimated $18.7M sold.

  • 164 institutional investors held Trueblue (TBI) as of Q2 2014, up from 157 in Q1 2014.
  • Funds reported $1.08B of Trueblue stock for Q2 2014, down 5.2% quarter-over-quarter.
  • 24 funds opened new Trueblue positions in Q2 2014 and 17 closed out, a net change of +7 holders.
  • The largest Trueblue buyer in Q2 2014 was Dalton, Greiner, Hartman, Maher & Co, an estimated $11.3M added.
  • The largest Trueblue seller in Q2 2014 was Fidelity Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2014.