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231 hedge funds and large institutions have $1.35B invested in Griffon in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $78.6M | Put options by funds: $46.4M

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 233231 (-2)

4% less capital invested

Capital invested by funds: $1.41B → $1.35B (-$61.2M)

1.09% less ownership

Funds ownership: 74.65%73.56% (-1.1%)

21% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 85

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
36
Increased
67
Reduced
85
Closed
36
Calls
$78.6M
Puts
$46.4M
Net Calls
+$32.2M
Net Calls Change
-$589K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M -$6.8M -185,774 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M -$6.4M -174,880 -3%
VC
3
Voss Capital
Texas
$104M +$12.5M +342,128 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.7M -$24.7M -675,603 -21%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$56.9M -$1.42M -38,695 -2%
GI
6
GAMCO Investors
Connecticut
$56.4M -$35M -954,536 -35%
State Street
7
State Street
Massachusetts
$54.4M +$1.14M +31,091 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$27.5M +$736K +20,103 +2%
GF
9
Gabelli Funds
New York
$21.3M -$3.79M -103,400 -13%
Millennium Management
10
Millennium Management
New York
$20.4M +$6.1M +166,450 +35%
RCG
11
Rock Creek Group
District of Columbia
$19.7M +$1.67M +45,500 +8%
Morgan Stanley
12
Morgan Stanley
New York
$19.2M +$3.91M +106,649 +22%
Norges Bank
13
Norges Bank
Norway
$19M +$6.82M +186,353 +46%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$17.9M -$1.27M -34,584 -6%
Charles Schwab
15
Charles Schwab
California
$17.1M -$913K -24,923 -4%
BFM
16
Boothbay Fund Management
New York
$15.4M +$4.3M +117,429 +32%
Northern Trust
17
Northern Trust
Illinois
$15.2M -$861K -23,507 -5%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$14.8M +$940K +25,660 +6%
CC
19
Conversant Capital
New Jersey
$14.6M
Invesco
20
Invesco
Georgia
$14.1M -$920K -25,132 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$13.7M +$8.69M +237,317 +124%
RJA
22
Raymond James & Associates
Florida
$12.3M +$601K +16,425 +4%
N
23
Nuveen
North Carolina
$11.8M +$3.18M +86,719 +31%
Bank of America
24
Bank of America
North Carolina
$11.3M +$5.71M +155,926 +79%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$11.1M +$7.97M +217,700 +171%

GFF Hedge Fund Activity: Q1 2023 in Review

231 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Griffon (GFF) for Q1 2023, worth a combined $1.35B — down 4.3% from $1.41B a quarter earlier.

Fund positioning in GFF was balanced in Q1 2023: 36 funds opened new positions, 36 closed out, 67 added to existing stakes and 85 trimmed.

The largest buyer was Voss Capital, adding an estimated $12.5M. The largest seller was GAMCO Investors, cutting an estimated $35M.

  • 231 institutional investors held Griffon (GFF) as of Q1 2023, down from 233 in Q4 2022.
  • Funds reported $1.35B of Griffon stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 36 funds opened new Griffon positions in Q1 2023 and 36 closed out, a net change of 0 holders.
  • The largest Griffon buyer in Q1 2023 was Voss Capital, an estimated $12.5M added.
  • The largest Griffon seller in Q1 2023 was GAMCO Investors, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2023.