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GrafTech
EAF

193 hedge funds and large institutions have $1.2B invested in GrafTech in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 52

7% more capital invested

Capital invested by funds: $1.12B → $1.2B (+$83.5M)

0.42% more ownership

Funds ownership: 9.21% → 9.62% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less funds holding

Funds holding: 207 → 193 (-14)

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

61% less call options, than puts

Call options by funds: $505K | Put options by funds: $1.29M

Holders
193
Holders Change
-14
Holders Change %
-6.76%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
85
Reduced
52
Closed
33
Calls
$505K
Puts
$1.29M
Net Calls
-$790K
Net Calls Change
-$994K

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$17.8M
2
Norges Bank
Norges Bank
Norway
+$17.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.5M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$8.66M
5
Macquarie Group
Macquarie Group
Australia
+$4.81M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$9.53M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.47M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$4.15M
4
Millennium Management
Millennium Management
New York
-$4.15M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$310M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$186M +$14.5M +268,006 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$117M -$837K -15,460 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$89M +$17.8M +329,799 +22%
BlackRock
5
BlackRock
New York
$62.1M -$924K -17,078 -1%
Norges Bank
6
Norges Bank
Norway
$56.2M +$17.7M +327,705 +40%
YAM
7
Yacktman Asset Management
Texas
$41.5M +$2.37M +43,829 +5%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$23.8M +$8.66M +160,034 +49%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$20.2M +$3.79M +70,000 +20%
State Street
10
State Street
Massachusetts
$19.3M +$96.9K +1,790 +0.5%
Charles Schwab
11
Charles Schwab
California
$17.5M +$1.7M +31,368 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.4M +$773K +14,284 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$11.8M +$4.22M +77,930 +47%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$10.9M +$436K +8,060 +4%
TSW
15
Thompson Siegel & Walmsley
Virginia
$10.5M -$865K -15,984 -7%
Bank of America
16
Bank of America
North Carolina
$9.4M +$4.78M +88,386 +84%
Northern Trust
17
Northern Trust
Illinois
$9.11M +$17.2K +318 +0.2%
Federated Hermes
18
Federated Hermes
Pennsylvania
$8.81M +$630K +11,646 +7%
Ameriprise
19
Ameriprise
Minnesota
$8.5M +$678K +12,530 +8%
FRM
20
Foundation Resource Management
Arkansas
$7.52M +$402K +7,433 +5%
AS
21
AM Squared
Hong Kong
$6.94M – – –
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$6.75M -$137K -2,530 -2%
Teacher Retirement System of Texas
23
Teacher Retirement System of Texas
Texas
$6.51M +$4.22M +77,925 +139%
ZIC
24
ZWJ Investment Counsel
Georgia
$5.95M +$52.4K +968 +0.8%
Morgan Stanley
25
Morgan Stanley
New York
$5.33M +$1.32M +24,471 +29%
1
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EAF Hedge Fund Activity: Q1 2023 in Review

193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GrafTech (EAF) for Q1 2023, worth a combined $1.2B — up 7.5% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EAF and 21 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 85 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $17.8M. The largest seller was Renaissance Technologies, cutting an estimated $9.53M.

  • 193 institutional investors held GrafTech (EAF) as of Q1 2023, down from 207 in Q4 2022.
  • Funds reported $1.2B of GrafTech stock for Q1 2023, up 7.5% quarter-over-quarter.
  • 21 funds opened new GrafTech positions in Q1 2023 and 33 closed out, a net change of -12 holders.
  • The largest GrafTech buyer in Q1 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $17.8M added.
  • The largest GrafTech seller in Q1 2023 was Renaissance Technologies, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2023.