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TBI

Trueblue

174 hedge funds and large institutions have $761M invested in Trueblue in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 56

0.87% more ownership

Funds ownership: 93.74%94.61% (+0.87%)

6% less funds holding

Funds holding: 186174 (-12)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

26% less capital invested

Capital invested by funds: $1.03B → $761M (-$269M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

74% less call options, than puts

Call options by funds: $76K | Put options by funds: $288K

Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
69
Reduced
56
Closed
44
Calls
$76K
Puts
$288K
Net Calls
-$212K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$81.5M +$20.4M +975,836 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.4M +$2.06M +98,585 +3%
BFA
3
BlackRock Fund Advisors
California
$50.3M +$1.62M +77,741 +3%
RA
4
Royce & Associates
New York
$41.5M +$4.9M +234,449 +12%
CIP
5
Chartwell Investment Partners
Pennsylvania
$40.2M -$4.98M -238,364 -10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$37M +$177K +8,473 +0.4%
WHG
7
Westwood Holdings Group
Texas
$28.5M +$2.79M +133,537 +10%
TAM
8
Tocqueville Asset Management
New York
$23.7M +$1.52M +72,660 +6%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$22M +$6.7M +320,839 +38%
Jennison Associates
10
Jennison Associates
New York
$21.5M -$387K -18,557 -2%
DGHMC
11
Dalton, Greiner, Hartman, Maher & Co
New York
$20.3M +$9.98M +478,162 +80%
BIT
12
BlackRock Institutional Trust
California
$20.1M -$84.8K -4,061 -0.4%
State Street
13
State Street
Massachusetts
$18.1M +$1.33M +63,736 +7%
Ameriprise
14
Ameriprise
Minnesota
$14.5M -$23.3M -1,115,898 -59%
Wells Fargo
15
Wells Fargo
California
$11.4M -$5.95M -284,773 -32%
GC
16
GMT Capital
Georgia
$10.8M +$11.9M +571,600 New
RCAMU
17
Rothschild & Co Asset Management US
Connecticut
$10.5M +$1.28M +61,263 +12%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$10M +$10M +479,471 +957%
Norges Bank
19
Norges Bank
Norway
$9.43M -$1.29M -61,700 -11%
Northern Trust
20
Northern Trust
Illinois
$9.06M -$815K -39,052 -8%
Invesco
21
Invesco
Georgia
$8.85M -$137K -6,561 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$8.02M -$1.56M -74,707 -15%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$7.2M
Charles Schwab
24
Charles Schwab
California
$6.79M +$1.19M +57,190 +19%
PAIM
25
Punch & Associates Investment Management
Minnesota
$6.49M +$28.9K +1,385 +0.4%

TBI Hedge Fund Activity: Q2 2016 in Review

174 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Trueblue (TBI) for Q2 2016, worth a combined $761M — down 26% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of TBI and 33 opened new positions — a net loss of 11 holders — while 56 trimmed existing stakes and 69 added.

The largest buyer was Bank of New York Mellon, adding an estimated $20.4M. The largest seller was Ameriprise, cutting an estimated $23.3M.

  • 174 institutional investors held Trueblue (TBI) as of Q2 2016, down from 186 in Q1 2016.
  • Funds reported $761M of Trueblue stock for Q2 2016, down 26% quarter-over-quarter.
  • 33 funds opened new Trueblue positions in Q2 2016 and 44 closed out, a net change of -11 holders.
  • The largest Trueblue buyer in Q2 2016 was Bank of New York Mellon, an estimated $20.4M added.
  • The largest Trueblue seller in Q2 2016 was Ameriprise, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2016.