We are live on ! Find out more
TRMB icon

Trimble

618 hedge funds and large institutions have $18.7B invested in Trimble in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 231 increasing their positions, 189 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 36

69% more call options, than puts

Call options by funds: $39M | Put options by funds: $23.1M

22% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 189

10% more funds holding

Funds holding: 561618 (+57)

1% less capital invested

Capital invested by funds: $18.9B → $18.7B (-$219M)

1.59% less ownership

Funds ownership: 92.29%90.7% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
618
Holders Change
+57
Holders Change %
+10.16%
% of All Funds
10.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
98
Increased
231
Reduced
189
Closed
36
Calls
$39M
Puts
$23.1M
Net Calls
+$15.9M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Concord Wealth Partners
Virginia
$32K -$135K -1,535 -80%
CBT
552
CoreFirst Bank & Trust
Kansas
$28K
BIA
553
Bell Investment Advisors
California
$25K +$27.2K +310 New
MA
554
MUFG Americas
New York
$23K +$24.7K +281 New
JCM
555
Jacobi Capital Management
Pennsylvania
$21K +$22K +250 New
CWC
556
Carolinas Wealth Consulting
North Carolina
$20K
GWSG
557
GPS Wealth Strategies Group
Colorado
$20K
SWM
558
Spire Wealth Management
Virginia
$20K
NL
559
NVWM LLC
Pennsylvania
$19K
IAIM
560
International Assets Investment Management
Florida
$19K +$1.41M +16,004 New
CI
561
CX Institutional
Indiana
$17K +$966 +11 +6%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$17K +$7.11K +81 +68%
TPCW
563
TD Private Client Wealth
New York
$16.9K +$790 +9 +5%
CBT
564
Central Bank & Trust
Kentucky
$16K
COCM
565
Charter Oak Capital Management
New Hampshire
$16K
GWM
566
Geneos Wealth Management
Colorado
$16K
NFG
567
Next Financial Group
Texas
$16K +$439 +5 +3%
IA
568
IFP Advisors
Florida
$16K +$9.84K +112 +144%
TFS
569
TrustCore Financial Services
Tennessee
$16K +$17.6K +200 New
SWA
570
SOA Wealth Advisors
New York
$15K -$263 -3 -2%
AF
571
Allworth Financial
California
$15K +$11.2K +127 +208%
HFM
572
Hartford Financial Management
Connecticut
$14K
LC
573
Lindbrook Capital
California
$14K +$2.02K +23 +16%
LWM
574
Liberty Wealth Management
California
$13K
AssetMark Inc
575
AssetMark Inc
California
$12K +$12.4K +141 New

TRMB Hedge Fund Activity: Q3 2021 in Review

618 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q3 2021, worth a combined $18.7B — down 1.2% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new TRMB positions and 36 closed out — a net gain of 62 holders — while 231 added to existing stakes and 189 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $137M. The largest seller was Capital International Investors, cutting an estimated $196M.

  • 618 institutional investors held Trimble (TRMB) as of Q3 2021, up from 561 in Q2 2021.
  • Funds reported $18.7B of Trimble stock for Q3 2021, down 1.2% quarter-over-quarter.
  • 98 funds opened new Trimble positions in Q3 2021 and 36 closed out, a net change of +62 holders.
  • The largest Trimble buyer in Q3 2021 was Ninety One (UK), an estimated $137M added.
  • The largest Trimble seller in Q3 2021 was Capital International Investors, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2021.