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Greif Class B

90 hedge funds and large institutions have $190M invested in Greif Class B in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

9% more capital invested

Capital invested by funds: $175M → $190M (+$15.1M)

6% more funds holding

Funds holding: 8590 (+5)

0.41% more ownership

Funds ownership: 11.8%12.22% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 35

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$26M +$975K +12,475 +4%
BlackRock
2
BlackRock
New York
$25.1M -$303K -3,883 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.2M -$5.38M -68,821 -22%
RJA
4
Raymond James & Associates
Florida
$17.4M -$1.81M -23,172 -9%
SIS
5
Sound Income Strategies
Florida
$17.2M +$1.87M +23,893 +12%
APCM
6
Arbiter Partners Capital Management
New York
$16.2M -$174K -2,223 -1%
State Street
7
State Street
Massachusetts
$8.97M +$330K +4,228 +4%
GF
8
Gabelli Funds
New York
$8.28M -$465K -5,946 -5%
AAM
9
Advisors Asset Management
Colorado
$8.1M -$3.05M -38,988 -27%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.1M +$222K +2,841 +4%
Northern Trust
11
Northern Trust
Illinois
$3.43M -$41.7K -533 -1%
GC
12
Globeflex Capital
California
$3.26M +$3.32M +42,543 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.74M -$60.3K -772 -2%
Charles Schwab
14
Charles Schwab
California
$2.65M -$71.7K -917 -3%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.88M +$188K +2,400 +11%
Primecap Management
16
Primecap Management
California
$1.84M
N
17
Nuveen
North Carolina
$1.82M -$127K -1,620 -6%
Morgan Stanley
18
Morgan Stanley
New York
$1.69M +$65.7K +841 +4%
TI
19
Tidal Investments
Wisconsin
$1.23M +$98.9K +1,266 +9%
Goldman Sachs
20
Goldman Sachs
New York
$1.18M +$220K +2,815 +22%
PMG
21
Private Management Group
California
$1.01M -$235K -3,008 -19%
UBS AM
22
UBS AM
Illinois
$944K +$307K +3,934 +47%
Swiss National Bank
23
Swiss National Bank
Switzerland
$911K -$109K -1,400 -11%
ECM
24
Elgethun Capital Management
South Dakota
$788K -$62K -793 -7%
WWP
25
Waypoint Wealth Partners
California
$765K

GEF.B Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Greif Class B (GEF.B) for Q1 2023, worth a combined $190M — up 8.6% from $175M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GEF.B positions and 8 closed out — a net gain of 5 holders — while 29 added to existing stakes and 35 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $13.1M. The largest seller was Vanguard Group, cutting an estimated $5.38M.

  • 90 institutional investors held Greif Class B (GEF.B) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $190M of Greif Class B stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 13 funds opened new Greif Class B positions in Q1 2023 and 8 closed out, a net change of +5 holders.
  • The largest Greif Class B buyer in Q1 2023 was Envestnet Asset Management, an estimated $13.1M added.
  • The largest Greif Class B seller in Q1 2023 was Vanguard Group, an estimated $5.38M sold.

Based on aggregated 13F filings for Q1 2023.