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GFA

Gafisa S.A.
GFA

Delisted

GFA was delisted on the 14th of December, 2018.

55 hedge funds and large institutions have $28.1M invested in Gafisa S.A. in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $18K | Put options by funds: $7K

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 5655 (-1)

42% less capital invested

Capital invested by funds: $48.8M → $28.1M (-$20.7M)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
14
Closed
13
Calls
$18K
Puts
$7K
Net Calls
+$11K
Net Calls Change
-$118K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.1M -$1.4M -52,976 -10%
Citigroup
2
Citigroup
New York
$3.49M +$391K +14,758 +10%
AL
3
AJO LP
Pennsylvania
$2.19M +$159K +6,015 +6%
Jane Street
4
Jane Street
New York
$1.91M +$2.23M +84,238 +1,117%
Bank of America
5
Bank of America
North Carolina
$1.62M -$1.32M -49,744 -39%
Morgan Stanley
6
Morgan Stanley
New York
$1.28M -$54.4K -2,055 -3%
OAM
7
Oxford Asset Management
United Kingdom
$1.14M +$17.3K +653 +1%
VanEck Associates
8
VanEck Associates
New York
$1.09M +$90.1K +3,404 +7%
Vanguard Group
9
Vanguard Group
Pennsylvania
$975K +$130K +4,925 +12%
OH
10
Orbis Holdings
Bermuda
$859K
State Street
11
State Street
Massachusetts
$365K
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$360K +$459K +17,349 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$328K +$122K +4,593 +41%
PPA
14
Parametric Portfolio Associates
Washington
$297K -$333K -12,577 -47%
Deutsche Bank
15
Deutsche Bank
Germany
$261K -$20.9K -789 -6%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$233K +$169K +6,379 +132%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$224K +$88.8K +3,353 +45%
Two Sigma Investments
18
Two Sigma Investments
New York
$185K +$235K +8,890 New
AG
19
Aperio Group
California
$115K +$12.6K +477 +9%
CS
20
Credit Suisse
Switzerland
$114K +$145K +5,480 New
PP
21
Prudential plc
United Kingdom
$109K
VKH
22
Virtu KCG Holdings
New York
$96K +$79.5K +3,004 +185%
CSS
23
Cubist Systematic Strategies
Connecticut
$89K +$44.5K +1,681 +64%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$86K +$47K +1,773 +75%
Wells Fargo
25
Wells Fargo
California
$69K +$32K +1,210 +57%

GFA Hedge Fund Activity: Q4 2014 in Review

55 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Gafisa S.A. (GFA) for Q4 2014, worth a combined $28.1M — down 42% from $48.8M a quarter earlier.

Fund positioning in GFA was balanced in Q4 2014: 13 funds opened new positions, 13 closed out, 16 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, adding an estimated $2.23M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.36M sold.

  • 55 institutional investors held Gafisa S.A. (GFA) as of Q4 2014, down from 56 in Q3 2014.
  • Funds reported $28.1M of Gafisa S.A. stock for Q4 2014, down 42% quarter-over-quarter.
  • 13 funds opened new Gafisa S.A. positions in Q4 2014 and 13 closed out, a net change of 0 holders.
  • The largest Gafisa S.A. buyer in Q4 2014 was Jane Street, an estimated $2.23M added.
  • The largest Gafisa S.A. seller in Q4 2014 was Clough Capital Partners, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2014.