Greif Class B
GEF.B
33 hedge funds and large institutions have $106M invested in Greif Class B in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.32% less ownership
Funds ownership: 10.02% → 9.7% (-0.32%)
4% less capital invested
Capital invested by funds: $110M → $106M (-$4.01M)
13% less funds holding
Funds holding: 38 → 33 (-5)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Arbiter Partners Capital Management
New York
|
+$2.97M |
| 2 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$709K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$280K |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$236K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Cove Street Capital
El Segundo,
California
|
-$6.45M |
| 2 |
Morgan Stanley
New York
|
-$514K |
| 3 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$373K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$271K |
| 5 |
Primecap Management
Pasadena,
California
|
-$169K |
GEF.B Hedge Fund Activity: Q4 2014 in Review
33 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Greif Class B (GEF.B) for Q4 2014, worth a combined $106M — down 3.7% from $110M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of GEF.B and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was Arbiter Partners Capital Management, adding an estimated $2.97M. The largest seller was Cove Street Capital, exiting entirely with an estimated $6.45M sold.
- 33 institutional investors held Greif Class B (GEF.B) as of Q4 2014, down from 38 in Q3 2014.
- Funds reported $106M of Greif Class B stock for Q4 2014, down 3.7% quarter-over-quarter.
- 3 funds opened new Greif Class B positions in Q4 2014 and 7 closed out, a net change of -4 holders.
- The largest Greif Class B buyer in Q4 2014 was Arbiter Partners Capital Management, an estimated $2.97M added.
- The largest Greif Class B seller in Q4 2014 was Cove Street Capital, an estimated $6.45M sold.
Based on aggregated 13F filings for Q4 2014.