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Griffon

136 hedge funds and large institutions have $586M invested in Griffon in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

83% more capital invested

Capital invested by funds: $321M → $586M (+$265M)

2.19% more ownership

Funds ownership: 66.31%68.5% (+2.2%)

4% less funds holding

Funds holding: 141136 (-5)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

48% less call options, than puts

Call options by funds: $542K | Put options by funds: $1.03M

Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
57
Reduced
28
Closed
23
Calls
$542K
Puts
$1.03M
Net Calls
-$493K
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$102M +$2.15M +133,576 +2%
BlackRock
2
BlackRock
New York
$95M +$2.67M +166,522 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$72M +$11.2M +699,193 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$71.5M +$853K +53,113 +1%
GF
5
Gabelli Funds
New York
$39.9M +$539K +33,592 +2%
Wells Fargo
6
Wells Fargo
California
$19.3M +$1.18M +73,307 +8%
State Street
7
State Street
Massachusetts
$18.7M +$1.31M +81,511 +9%
RA
8
Royce & Associates
New York
$16.4M -$1.55M -96,765 -10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.9M +$57.1K +3,553 +0.6%
Goldman Sachs
10
Goldman Sachs
New York
$11.3M +$5.3M +330,006 +118%
TA
11
Teton Advisors
New York
$9.45M +$64.2K +4,000 +0.8%
Northern Trust
12
Northern Trust
Illinois
$8.72M +$185K +11,518 +3%
Charles Schwab
13
Charles Schwab
California
$8.09M +$753K +46,895 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.67M +$804K +50,035 +14%
Norges Bank
15
Norges Bank
Norway
$6.49M +$4.48M +279,144 +386%
Invesco
16
Invesco
Georgia
$5.78M +$606K +37,713 +14%
Principal Financial Group
17
Principal Financial Group
Iowa
$5.14M +$59.1K +3,679 +1%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$3.87M -$172K -10,693 -5%
Ameriprise
19
Ameriprise
Minnesota
$3.8M +$142K +8,818 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.68M +$3.2M +199,342 New
PPA
21
Parametric Portfolio Associates
Washington
$3.01M +$290K +18,046 +12%
TCIM
22
TIAA CREF Investment Management
New York
$2.92M +$6.86K +427 +0.3%
MWNA
23
Marshall Wace North America
New York
$2.87M -$106K -6,583 -4%
Morgan Stanley
24
Morgan Stanley
New York
$2.64M -$369K -22,970 -14%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.34M -$300K -18,700 -13%

GFF Hedge Fund Activity: Q1 2019 in Review

136 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Griffon (GFF) for Q1 2019, worth a combined $586M — up 83% from $321M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of GFF and 18 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 57 added.

The largest buyer was Vanguard Group, adding an estimated $11.2M. The largest seller was Marshall Wace, cutting an estimated $3.99M.

  • 136 institutional investors held Griffon (GFF) as of Q1 2019, down from 141 in Q4 2018.
  • Funds reported $586M of Griffon stock for Q1 2019, up 83% quarter-over-quarter.
  • 18 funds opened new Griffon positions in Q1 2019 and 23 closed out, a net change of -5 holders.
  • The largest Griffon buyer in Q1 2019 was Vanguard Group, an estimated $11.2M added.
  • The largest Griffon seller in Q1 2019 was Marshall Wace, an estimated $3.99M sold.

Based on aggregated 13F filings for Q1 2019.