Quantinno's Active Portfolio Adjustments
Quantinno Capital Management Substantially Increases Stakes in Diverse US Equities During Q1
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Key Points
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Travel + Leisure insider activity: Director Denny Marie Post sold 2,500 shares in a May 14 transaction, reducing her position by 55.84% to 1,977 shares valued at roughly $126,192.
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Travel + Leisure' s broader ownership dynamic: Royal Bank of Canada raised its stake by 42.0% to 91,184 shares; Millennium Management increased to 413,505 shares (129.5% rise); Goldman Sachs boosted to 200,286 shares (97.1%); Integrated Wealth Concepts LLC opened a new position; hedge funds and institutional investors own about 87.54% of the stock.
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Charles Schwab ownership concentration and analyst coverage: About 84.38% of SCHW stock is held by hedge funds and institutional investors; analysts have been active, with Raymond James reaffirming an outperform rating and a $145 price target, and UBS increasing its target to $128 with a Buy rating.
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Lamar Advertising dynamics: Quantinno boosted its stake by 49.7% to 677,202 shares (about 0.67% of the company); several other funds increased positions as well (e.g., First Citizens Bank & Trust Co. to 8,821 shares; Praxis Investment Management to 2,846; Gamco Investors to 7,523; Argent Advisors to 14,426; Glenmede to 2,590), with hedge funds/institutional ownership at 93.78%.
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Johnson Controls International exposure: Quantinno raised its stake by 75.2% to 711,364 shares (approximately $93.15 million); the stock is highly owned by hedge funds/institutions (about 90.05%), and recent trading data show the open at $143.35 with a 50-day moving average of $141.96 and a 200-day moving average of $136.33.
Quantinno Capital Management LP made a series of bold portfolio moves in the first quarter of 2025, boosting its stake in Travel + Leisure by 21.7% to roughly 1.305 million shares worth about $90.3 million, according to Ticker Report. The firm also lifted its position in Johnson Controls International by 75.2% to 711,364 shares valued at approximately $93.15 million.
The moves are part of a broader pattern of active buying across U.S. equities. Quantinno also raised its Charles Schwab stake by 21.9% to 991,262 shares worth $93.2 million, and grew its Lamar Advertising position by 49.7% to 677,202 shares worth around $85.8 million, per Watchlist News.
Quantinno Goes Big on Johnson Controls and Lamar Advertising
The Johnson Controls buy was Quantinno's largest percentage increase this quarter. The firm added enough shares to push its total to 711,364, a 75.2% jump. The stock recently opened at $143.35, with a 50-day moving average of $141.96 and a 200-day moving average of $136.33, per Ticker Report. Hedge funds and institutional investors own about 90.05% of Johnson Controls stock.
Lamar Advertising also saw strong buying from Quantinno. The firm's 49.7% increase gives it 677,202 shares, equal to about 0.67% of the company. Other funds joined in too. First Citizens Bank raised its position to 8,821 shares. Argent Advisors grew to 14,426 shares. Institutional and hedge fund ownership in Lamar now sits at 93.78%, according to Watchlist News.
Travel + Leisure Draws Institutional Buyers — and One Insider Seller
Quantinno was not alone in buying Travel + Leisure. Royal Bank of Canada raised its stake by 42.0% to 91,184 shares. Millennium Management grew its position by 129.5% to 413,505 shares. Goldman Sachs boosted its holdings by 97.1% to 200,286 shares. Integrated Wealth Concepts LLC opened a brand-new position. Hedge funds and institutions now own about 87.54% of the stock.
Not everyone was buying, though. Director Denny Marie Post sold 2,500 shares on May 14. That cut her stake by 55.84%, leaving her with just 1,977 shares worth roughly $126,192. Insider sales do not always signal bad news, but they are worth watching alongside the heavy institutional buying, per Ticker Report.
Charles Schwab Gets Analyst Upgrades Alongside Quantinno's Buy
Quantinno's 21.9% increase in Charles Schwab brings its total to 991,262 shares valued at $93.2 million. The move comes as Wall Street grows more upbeat on the stock. Raymond James reaffirmed an outperform rating with a $145 price target. UBS raised its target to $128 and kept a Buy rating, according to Watchlist News.
Institutional ownership of Schwab stands at about 84.38% of all shares. That high level of concentration means large funds like Quantinno have real sway over the stock. Any big shift in their positions can move the price quickly.
Quantinno's Q1 Buying Spree Spans Multiple Sectors
Beyond the four headline names, Quantinno was busy across the market. The firm raised its GE Aerospace stake by 9.4% to 489,860 shares worth $139.01 million, per Watchlist News. It also bought 42,043 more shares of Cummins, a 21.7% increase, and grew its Autodesk position by 17.8% to 385,572 shares worth $92.31 million.
Intuitive Surgical was another target. Quantinno lifted its stake there by 18.1% to 224,448 shares, according to Ticker Report. Taken together, the firm's Q1 activity shows a clear strategy: add to existing winners across tech, industrials, finance, and real estate at the same time.
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