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GrafTech

207 hedge funds and large institutions have $1.12B invested in GrafTech in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more call options, than puts

Call options by funds: $573K | Put options by funds: $369K

10% more capital invested

Capital invested by funds: $1.02B → $1.12B (+$97.4M)

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

0% more ownership

Funds ownership: 9.2%9.21% (+0%)

4% less funds holding

Funds holding: 216207 (-9)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

Holders
207
Holders Change
-9
Holders Change %
-4.17%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
77
Reduced
73
Closed
41
Calls
$573K
Puts
$369K
Net Calls
+$204K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$304M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$170M +$19.5M +402,588 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$116M -$387K -7,977 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$71.5M +$21.4M +440,445 +42%
BlackRock
5
BlackRock
New York
$61.6M +$3.33M +68,617 +6%
Norges Bank
6
Norges Bank
Norway
$39.5M
YAM
7
Yacktman Asset Management
Texas
$38.5M +$1.29M +26,481 +3%
State Street
8
State Street
Massachusetts
$18.8M +$385K +7,925 +2%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$16.4M -$1.16M -23,900 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.4M +$448K +9,228 +3%
Charles Schwab
11
Charles Schwab
California
$15.7M +$2.32M +47,680 +17%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$15.7M -$681K -14,031 -4%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$13.5M +$2.27M +46,774 +20%
Renaissance Technologies
14
Renaissance Technologies
New York
$11.5M +$2.36M +48,500 +25%
TSW
15
Thompson Siegel & Walmsley
Virginia
$11M -$3.38M -69,512 -23%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.3M -$3.18M -65,485 -23%
Northern Trust
17
Northern Trust
Illinois
$8.91M +$14K +288 +0.2%
Federated Hermes
18
Federated Hermes
Pennsylvania
$8.07M +$3.51M +72,182 +74%
Ameriprise
19
Ameriprise
Minnesota
$7.73M -$193K -3,981 -2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$7.47M -$580K -11,953 -7%
Millennium Management
21
Millennium Management
New York
$7.31M +$241K +4,969 +3%
Citadel Advisors
22
Citadel Advisors
Florida
$7.25M -$4.03M -82,965 -35%
FRM
23
Foundation Resource Management
Arkansas
$7.01M -$67.6K -1,393 -0.9%
AS
24
AM Squared
Hong Kong
$6.8M +$6.93M +142,792 New
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$6.73M +$312K +6,421 +5%

EAF Hedge Fund Activity: Q4 2022 in Review

207 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in GrafTech (EAF) for Q4 2022, worth a combined $1.12B — up 9.6% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EAF and 35 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 77 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $21.4M. The largest seller was Indus Capital Partners, exiting entirely with an estimated $6.62M sold.

  • 207 institutional investors held GrafTech (EAF) as of Q4 2022, down from 216 in Q3 2022.
  • Funds reported $1.12B of GrafTech stock for Q4 2022, up 9.6% quarter-over-quarter.
  • 35 funds opened new GrafTech positions in Q4 2022 and 41 closed out, a net change of -6 holders.
  • The largest GrafTech buyer in Q4 2022 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $21.4M added.
  • The largest GrafTech seller in Q4 2022 was Indus Capital Partners, an estimated $6.62M sold.

Based on aggregated 13F filings for Q4 2022.