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180 hedge funds and large institutions have $1.18B invested in Gerdau in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.78% less ownership

Funds ownership: 28.62%27.84% (-0.78%)

5% less funds holding

Funds holding: 190180 (-10)

11% less capital invested

Capital invested by funds: $1.34B → $1.18B (-$153M)

25% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 68

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

65% less call options, than puts

Call options by funds: $507K | Put options by funds: $1.44M

Holders
180
Holders Change
-10
Holders Change %
-5.26%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
51
Reduced
68
Closed
29
Calls
$507K
Puts
$1.44M
Net Calls
-$931K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.36M +$1.26M +349,643 +1,726%
Marshall Wace
52
Marshall Wace
United Kingdom
$1.31M +$1.29M +355,487 New
BMSSC
53
B. Metzler seel. Sohn & Co
Germany
$1.29M +$142K +39,240 +13%
GC
54
Guggenheim Capital
Illinois
$1.24M -$1.56K -432 -0.1%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.19M -$143K -39,485 -11%
CS
56
Credit Suisse
Switzerland
$1.14M -$1.18M -324,804 -51%
AG
57
AIA Group
Hong Kong
$1.12M
JP Morgan Chase
58
JP Morgan Chase
New York
$1.07M -$3.24M -894,823 -75%
CGIM
59
Capital Group Investment Management
Singapore
$1.02M
Optiver Holding
60
Optiver Holding
Netherlands
$991K +$973K +269,070 New
Invesco
61
Invesco
Georgia
$958K +$90.6K +25,049 +11%
BCV
62
Banque Cantonale Vaudoise
Switzerland
$950K
AAM
63
Advisors Asset Management
Colorado
$887K +$33K +9,135 +4%
Daiwa Securities Group
64
Daiwa Securities Group
Japan
$873K -$21.7K -6,000 -2%
VF
65
Virtu Financial
New York
$843K +$681K +188,329 +464%
AIM
66
ARGA Investment Management
Connecticut
$823K
Bank of New York Mellon
67
Bank of New York Mellon
New York
$823K +$303K +83,784 +60%
SO
68
STRS Ohio
Ohio
$816K
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$797K -$1.1M -303,355 -58%
UBS Group
70
UBS Group
Switzerland
$738K +$114K +31,383 +19%
LPL Financial
71
LPL Financial
California
$729K -$225K -62,177 -24%
PI
72
PineBridge Investments
New York
$723K -$298K -82,253 -30%
QI
73
Qtron Investments
Massachusetts
$626K
Pacer Advisors
74
Pacer Advisors
Pennsylvania
$621K +$104K +28,781 +21%
EI
75
Ethic Inc
New York
$573K +$125K +34,655 +29%

GGB Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q1 2024, worth a combined $1.18B — down 11% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GGB and 19 opened new positions — a net loss of 10 holders — while 68 trimmed existing stakes and 51 added.

The largest buyer was Goldman Sachs, adding an estimated $61.9M. The largest seller was Acadian Asset Management, cutting an estimated $22.6M.

  • 180 institutional investors held Gerdau (GGB) as of Q1 2024, down from 190 in Q4 2023.
  • Funds reported $1.18B of Gerdau stock for Q1 2024, down 11% quarter-over-quarter.
  • 19 funds opened new Gerdau positions in Q1 2024 and 29 closed out, a net change of -10 holders.
  • The largest Gerdau buyer in Q1 2024 was Goldman Sachs, an estimated $61.9M added.
  • The largest Gerdau seller in Q1 2024 was Acadian Asset Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2024.