GBTG Global Business Travel Group, Inc.

BULLISH Impact: 4/10 Institutional Cluster
Horizon weeks Processed 1d 3h ago
Institutional cluster: 6 buyers, 0 sellers (bullish)

Executive Summary

Six institutional investors increased their GBTG positions in Q3 2024, with aggregate holdings rising by $4.3M to $8.7M. The cluster is dominated by asset managers and a mega-passive fund, with no sellers, suggesting a shared positive view on the business travel recovery thesis. However, the absolute dollar amounts are small, and the historical win rate on GBTG calls is low (20% at T+20), tempering conviction.

Key Financial Metrics

Direction
accumulating
Buy Value
$8.7M
Net Flow
$4.3M

Institutional Positions

Net institutional flow: $4.3M

▲ Buyers (6)

InstitutionActionChangePosition ValueValue Δ
Schwab ADD +41.8% $6.2M $2.4M
Nisa Investment Advisors DOUBLED +274.5% $4.0K $3.0K
Manufacturers Life Insurance C ADD +31.7% $553.0K $193.0K
Mirae Asset Global Etfs Holdin DOUBLED +324.6% $531.0K $424.0K
State Of Wisconsin Investment DOUBLED +544.9% $845.0K $733.0K
Legal & General Group DOUBLED +325.8% $609.0K $487.0K

Actionable Insight

The unanimous buying by 6 institutions, including multiple asset managers doubling positions, signals growing conviction in GBTG's business travel recovery. However, the small absolute dollar amounts ($8.7M total) and the stock's poor historical reaction to prior bullish calls (20% win rate at T+20) suggest limited near-term upside. Monitor for additional institutional accumulation in Q4 2024 filings or a catalyst such as earnings beat to confirm the thesis.

Key Facts

  • 6 institutional buyers, 0 sellers in Q3 2024
  • Aggregate holdings increased by $4.3M to $8.7M
  • Schwab (mega-passive) added 237.7K shares, increasing value by $2.4M
  • State of Wisconsin Investment doubled its position (+544.9% shares)
  • Legal & General Group doubled its position (+325.8% shares)
  • Mirae Asset Global ETFs doubled its position (+324.6% shares)
  • No institutional sellers in the cluster

Financial Impact

6 institutions accumulated $4.3M in new GBTG positions, bringing total holdings to $8.7M. No selling activity was recorded.

institutional ownershipfloat

Risk Factors

  • 13F data is 45+ days old; positions may have been unwound since quarter-end
  • Small absolute dollar amounts limit signal strength
  • Historical T+20 win rate on GBTG calls is only 20%, suggesting poor timing or weak catalysts
  • Cluster dominated by asset managers and one mega-passive fund; no activist or high-conviction hedge fund involvement

Market Snapshot

Exchange
NYSE
Sector
Transportation Services
Analyst Consensus
78% bullish (9 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-GBTG-2024-Q3
14 reports for GBTG
Performance horizon
25% Hit rate 1 of 4 directional calls best @ T+1▲ +0.11%May 21, 2026
Filters
Rows
Reports for GBTG — sortable, filterable
Type Now
Jun 12, 2026
1d ago
Institutional Cluster
BULLISH ★ 4/10
$9.36 awaiting T+1awaiting T+1
Jun 11, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$9.36 awaiting T+1awaiting T+1
Jun 10, 2026
2d ago
Insider Cluster
NEUTRAL ★ 4/10
$9.34 awaiting T+1awaiting T+1
Jun 9, 2026
3d ago
144
BEARISH ★ 5/10
$9.34 awaiting T+1awaiting T+1
Jun 8, 2026
5d ago
8-K
NEUTRAL ★ 4/10
$9.34 awaiting T+1awaiting T+1
Jun 5, 2026
7d ago
144 / CLUSTER
BEARISH ★ 5/10
$9.36 awaiting T+1awaiting T+1
Jun 2, 2026
10d ago
144
NEUTRAL ★ 3/10
$9.37 $9.35▼ −0.21%▼ −0.61%
May 28, 2026
15d ago
PREM14A
BULLISH ★ 7/10
$9.34 $9.34· 0.00%▼ −0.26%
May 21, 2026
22d ago
DEFA14A
BULLISH ★ 6/10
$9.44 $9.45▲ +0.11%▼ −0.48%
May 5, 2026
5w ago
DEFA14A
BULLISH ★ 8/10
$9.48 $9.43▼ −0.53%▼ −1.91%
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (47h 5m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access