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172 hedge funds and large institutions have $1.66B invested in Gerdau in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

15% more funds holding

Funds holding: 149172 (+23)

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

9% more capital invested

Capital invested by funds: $1.52B → $1.66B (+$141M)

0.9% more ownership

Funds ownership: 22.35%23.26% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

75% less call options, than puts

Call options by funds: $3.31M | Put options by funds: $13.1M

Holders
172
Holders Change
+23
Holders Change %
+15.44%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
39
Increased
58
Reduced
51
Closed
16
Calls
$3.31M
Puts
$13.1M
Net Calls
-$9.82M
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$5.87M +$3.02M +483,560 +105%
AllianceBernstein
52
AllianceBernstein
Tennessee
$4.92M +$556K +89,101 +13%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$4.31M -$1.67M -267,264 -28%
CRC
54
Curi RMB Capital
Illinois
$4.21M +$1.35M +215,801 +47%
MSA
55
Mason Street Advisors
Wisconsin
$4.11M +$4.12M +660,215 New
BG
56
BlackRock Group
United Kingdom
$4.08M -$32M -5,133,943 -89%
VAM
57
Visium Asset Management
New York
$3.92M +$3.93M +630,000 New
Citigroup
58
Citigroup
New York
$3.76M -$7.57M -1,213,089 -67%
JP Morgan Chase
59
JP Morgan Chase
New York
$3.28M -$8.6M -1,378,387 -72%
SGDR
60
SPX Gestao de Recursos
Brazil
$3.27M +$3.28M +525,385 New
GC
61
Guggenheim Capital
Illinois
$2.89M -$1.77M -283,017 -38%
Wells Fargo
62
Wells Fargo
California
$2.83M +$474K +75,858 +20%
Invesco
63
Invesco
Georgia
$2.77M -$562K -90,046 -17%
UGIF
64
US Global Investors Funds
Maine
$2.74M +$2.75M +441,000 New
USGIU
65
U.S. Global Investors (USGI)
Texas
$2.74M +$2.75M +441,000 New
Barclays
66
Barclays
United Kingdom
$2.59M +$2.04M +327,435 +236%
CLOS
67
Compagnie Lombard Odier SCmA
Switzerland
$2.58M +$2.58M +414,036 New
CA
68
Commerzbank Aktiengesellschaft
Germany
$2.5M +$867K +138,877 +45%
U
69
UBS
Switzerland
$2.41M +$1.03M +164,238 +73%
Bank of Nova Scotia
70
Bank of Nova Scotia
Ontario, Canada
$2.35M
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.28M -$4.87M -780,534 -68%
MAA
72
Managed Account Advisors
New Jersey
$2.25M +$814K +130,327 +57%
AG
73
Ashmore Group
United Kingdom
$1.99M
MIG
74
Mariner Investment Group
New York
$1.88M
GIA
75
Gateway Investment Advisers
Ohio
$1.84M -$787 -126 -0%

GGB Hedge Fund Activity: Q4 2013 in Review

172 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q4 2013, worth a combined $1.66B — up 9.3% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new GGB positions and 16 closed out — a net gain of 23 holders — while 58 added to existing stakes and 51 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $43.6M. The largest seller was BlackRock Group, cutting an estimated $32M.

  • 172 institutional investors held Gerdau (GGB) as of Q4 2013, up from 149 in Q3 2013.
  • Funds reported $1.66B of Gerdau stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 39 funds opened new Gerdau positions in Q4 2013 and 16 closed out, a net change of +23 holders.
  • The largest Gerdau buyer in Q4 2013 was Systematic Financial Management, an estimated $43.6M added.
  • The largest Gerdau seller in Q4 2013 was BlackRock Group, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2013.