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GrafTech

252 hedge funds and large institutions have $2.29B invested in GrafTech in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $2.09M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.33% less ownership

Funds ownership: 9.39%9.06% (-0.33%)

4% less funds holding

Funds holding: 263252 (-11)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

21% less capital invested

Capital invested by funds: $2.92B → $2.29B (-$622M)

Holders
252
Holders Change
-11
Holders Change %
-4.18%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
93
Reduced
87
Closed
47
Calls
$3.65M
Puts
$2.09M
Net Calls
+$1.57M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
76
GW&K Investment Management
Massachusetts
$3.1M -$72.4K -697 -2%
Deutsche Bank
77
Deutsche Bank
Germany
$2.97M -$1.15M -11,047 -26%
First Trust Advisors
78
First Trust Advisors
Illinois
$2.61M +$519K +5,000 +23%
Holocene Advisors
79
Holocene Advisors
New York
$2.43M +$981K +9,449 +60%
Hudson Bay Capital Management
80
Hudson Bay Capital Management
Connecticut
$2.42M +$348K +3,354 +15%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$2.28M +$84.9K +817 +4%
UBS AM
82
UBS AM
Illinois
$2.26M +$58.1K +559 +2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$2.25M -$236K -2,272 -9%
GCM
84
Graham Capital Management
Connecticut
$2.13M +$1.61M +15,525 +235%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$2.05M +$102K +983 +5%
LFAS
86
Level Four Advisory Services
Texas
$1.92M +$451K +4,339 +28%
DA
87
Duality Advisers
Florida
$1.88M +$2.03M +19,562 New
APF
88
Alaska Permanent Fund
Alaska
$1.88M
GIA
89
Guyasuta Investment Advisors
Pennsylvania
$1.83M +$7.89K +76 +0.4%
EGM
90
Engineers Gate Manager
New York
$1.79M -$7.06K -68 -0.4%
AllianceBernstein
91
AllianceBernstein
Tennessee
$1.75M -$303K -2,920 -14%
CHAM
92
Clear Harbor Asset Management
Connecticut
$1.73M +$517K +4,977 +38%
Legal & General Group
93
Legal & General Group
United Kingdom
$1.71M +$623 +6 +0%
Franklin Resources
94
Franklin Resources
California
$1.69M -$243K -2,344 -12%
EVC
95
Eidelman Virant Capital
Missouri
$1.56M -$831K -8,000 -33%
MA
96
MYDA Advisors
New York
$1.56M +$945K +9,100 +128%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.52M -$104K -997 -6%
FMAEN1
98
Fund Management at Engine No 1
California
$1.43M +$1.54M +14,848 New
TI
99
Tidal Investments
Wisconsin
$1.43M +$1.54M +14,838 New
CS
100
Credit Suisse
Switzerland
$1.41M +$60.3K +581 +4%

EAF Hedge Fund Activity: Q1 2022 in Review

252 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in GrafTech (EAF) for Q1 2022, worth a combined $2.29B — down 21% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of EAF and 38 opened new positions — a net loss of 9 holders — while 87 trimmed existing stakes and 93 added.

The largest buyer was Fidelity Investments, adding an estimated $112M. The largest seller was Janus Henderson Group, cutting an estimated $76.6M.

  • 252 institutional investors held GrafTech (EAF) as of Q1 2022, down from 263 in Q4 2021.
  • Funds reported $2.29B of GrafTech stock for Q1 2022, down 21% quarter-over-quarter.
  • 38 funds opened new GrafTech positions in Q1 2022 and 47 closed out, a net change of -9 holders.
  • The largest GrafTech buyer in Q1 2022 was Fidelity Investments, an estimated $112M added.
  • The largest GrafTech seller in Q1 2022 was Janus Henderson Group, an estimated $76.6M sold.

Based on aggregated 13F filings for Q1 2022.