GrafTech
EAF
171 hedge funds and large institutions have $484M invested in GrafTech in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 31 closing their positions.
39% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 31
36% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 47
7% more funds holding
Funds holding: 160 → 171 (+11)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.96% less ownership
Funds ownership: 9.58% → 8.63% (-0.96%)
49% less capital invested
Capital invested by funds: $941M → $484M (-$457M)
70% less call options, than puts
Call options by funds: $184K | Put options by funds: $612K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.5M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$11.7M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$7.29M |
| 4 |
Walleye Capital
New York
|
+$4.65M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$104M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$34M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$9.29M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$7.23M |
| 5 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$7.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$306 | -8 | Closed |
|
|
S
202
SignatureFD
Atlanta,
Georgia
| – | -$222 | -6 | Closed |
|
|
SIC
203
SJS Investment Consulting
Sylvania,
Ohio
| – | -$131 | -3 | Closed |
|
EAF Hedge Fund Activity: Q4 2023 in Review
171 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in GrafTech (EAF) for Q4 2023, worth a combined $484M — down 49% from $941M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EAF positions and 31 closed out — a net gain of 12 holders — while 64 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was Brookfield Corp, cutting an estimated $104M.
- 171 institutional investors held GrafTech (EAF) as of Q4 2023, up from 160 in Q3 2023.
- Funds reported $484M of GrafTech stock for Q4 2023, down 49% quarter-over-quarter.
- 43 funds opened new GrafTech positions in Q4 2023 and 31 closed out, a net change of +12 holders.
- The largest GrafTech buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
- The largest GrafTech seller in Q4 2023 was Brookfield Corp, an estimated $104M sold.
Based on aggregated 13F filings for Q4 2023.