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Griffon

141 hedge funds and large institutions have $321M invested in Griffon in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $936K | Put options by funds: $495K

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

0.64% less ownership

Funds ownership: 66.95%66.31% (-0.64%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 143141 (-2)

35% less capital invested

Capital invested by funds: $493M → $321M (-$173M)

Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
57
Reduced
34
Closed
24
Calls
$936K
Puts
$495K
Net Calls
+$441K
Net Calls Change
+$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$56.4M -$1.55M -121,961 -2%
BlackRock
2
BlackRock
New York
$52M +$1.59M +125,129 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.9M -$223K -17,577 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.4M -$9.28M -730,872 -19%
GF
5
Gabelli Funds
New York
$22.2M +$591K +46,515 +2%
RA
6
Royce & Associates
New York
$10.3M +$1.75M +137,961 +16%
Wells Fargo
7
Wells Fargo
California
$10.1M +$2.05M +161,691 +20%
State Street
8
State Street
Massachusetts
$9.73M +$382K +30,089 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.67M +$1.52M +120,045 +23%
TA
10
Teton Advisors
New York
$5.3M +$877K +69,000 +16%
Northern Trust
11
Northern Trust
Illinois
$4.81M -$41.8K -3,293 -0.7%
Charles Schwab
12
Charles Schwab
California
$4.08M +$359K +28,297 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.81M +$533K +41,991 +13%
Marshall Wace
14
Marshall Wace
United Kingdom
$3.67M +$3.73M +293,977 +511%
Goldman Sachs
15
Goldman Sachs
New York
$2.93M +$358K +28,197 +11%
Invesco
16
Invesco
Georgia
$2.87M +$2.21M +173,818 +172%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.87M +$23.5K +1,853 +0.7%
Deutsche Bank
18
Deutsche Bank
Germany
$2.63M +$2.06M +162,317 +180%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$2.3M +$290K +22,841 +12%
Ameriprise
20
Ameriprise
Minnesota
$2.05M +$57.7K +4,545 +2%
PCM
21
Penn Capital Management
Pennsylvania
$2.05M +$136K +10,696 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$1.79M +$942K +74,122 +76%
Morgan Stanley
23
Morgan Stanley
New York
$1.74M +$1.12M +88,390 +114%
MWNA
24
Marshall Wace North America
New York
$1.69M -$1.52M -120,013 -43%
TCIM
25
TIAA CREF Investment Management
New York
$1.65M -$215K -16,914 -10%

GFF Hedge Fund Activity: Q4 2018 in Review

141 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Griffon (GFF) for Q4 2018, worth a combined $321M — down 35% from $493M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of GFF and 22 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 57 added.

The largest buyer was Marshall Wace, adding an estimated $3.73M. The largest seller was Vanguard Group, cutting an estimated $9.28M.

  • 141 institutional investors held Griffon (GFF) as of Q4 2018, down from 143 in Q3 2018.
  • Funds reported $321M of Griffon stock for Q4 2018, down 35% quarter-over-quarter.
  • 22 funds opened new Griffon positions in Q4 2018 and 24 closed out, a net change of -2 holders.
  • The largest Griffon buyer in Q4 2018 was Marshall Wace, an estimated $3.73M added.
  • The largest Griffon seller in Q4 2018 was Vanguard Group, an estimated $9.28M sold.

Based on aggregated 13F filings for Q4 2018.