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TBI

Trueblue

172 hedge funds and large institutions have $605M invested in Trueblue in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

5% more capital invested

Capital invested by funds: $576M → $605M (+$29.6M)

0.37% more ownership

Funds ownership: 96.68%97.06% (+0.37%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 173172 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $91K

Holders
172
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
70
Reduced
60
Closed
19
Calls
Puts
$91K
Net Calls
-$91K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M -$2.43M -119,887 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$80.7M +$1.36M +67,092 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.6M -$1.17M -57,659 -2%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$46.2M -$494K -24,400 -1%
Pzena Investment Management
5
Pzena Investment Management
New York
$42.5M +$8.78M +433,991 +24%
ACH
6
ArrowMark Colorado Holdings
Colorado
$23.8M +$1.55M +76,669 +7%
State Street
7
State Street
Massachusetts
$23.6M -$37.7K -1,862 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$15M +$684K +33,829 +4%
Morgan Stanley
9
Morgan Stanley
New York
$14.1M +$3.69M +182,181 +33%
Charles Schwab
10
Charles Schwab
California
$13.6M +$344K +16,992 +2%
Invesco
11
Invesco
Georgia
$11.1M +$502K +24,831 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.1M +$70.8K +3,499 +0.6%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$10.1M
Ameriprise
14
Ameriprise
Minnesota
$9.89M -$653K -32,290 -6%
BCM
15
Bridgeway Capital Management
Texas
$7.81M +$109K +5,400 +1%
RA
16
Royce & Associates
New York
$7.66M -$767K -37,900 -9%
CIP
17
Chartwell Investment Partners
Pennsylvania
$7.46M -$135K -6,694 -2%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$7.24M -$786K -38,846 -9%
N
19
Nuveen
North Carolina
$7.11M -$895K -44,236 -11%
Northern Trust
20
Northern Trust
Illinois
$6.74M -$343K -16,979 -5%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.7M +$7.65K +378 +0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.35M +$56.3K +2,784 +0.8%
American Century Companies
23
American Century Companies
Missouri
$4.11M +$732K +36,189 +20%
Bank of America
24
Bank of America
North Carolina
$4.01M +$259K +12,809 +6%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.84M -$83K -4,101 -2%

TBI Hedge Fund Activity: Q3 2022 in Review

172 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Trueblue (TBI) for Q3 2022, worth a combined $605M — up 5.1% from $576M a quarter earlier.

Fund positioning in TBI was balanced in Q3 2022: 19 funds opened new positions, 19 closed out, 70 added to existing stakes and 60 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $8.78M. The largest seller was Invenomic Capital Management, exiting entirely with an estimated $6.22M sold.

  • 172 institutional investors held Trueblue (TBI) as of Q3 2022, down from 173 in Q2 2022.
  • Funds reported $605M of Trueblue stock for Q3 2022, up 5.1% quarter-over-quarter.
  • 19 funds opened new Trueblue positions in Q3 2022 and 19 closed out, a net change of 0 holders.
  • The largest Trueblue buyer in Q3 2022 was Pzena Investment Management, an estimated $8.78M added.
  • The largest Trueblue seller in Q3 2022 was Invenomic Capital Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2022.