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139 hedge funds and large institutions have $954M invested in Gerdau in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $691M → $954M (+$263M)

2.1% more ownership

Funds ownership: 20.41%22.51% (+2.1%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 139139 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

42% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 52

44% less call options, than puts

Call options by funds: $7.44M | Put options by funds: $13.4M

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
30
Reduced
52
Closed
23
Calls
$7.44M
Puts
$13.4M
Net Calls
-$5.92M
Net Calls Change
-$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
BlueCrest Capital Management
Jersey
$106K +$106K +28,790 New
T2I
102
Turim 21 Investimentos
Brazil
$96K
Creative Planning
103
Creative Planning
Kansas
$93K -$22 -6 -0%
Aviva
104
Aviva
United Kingdom
$91K
CFA
105
Capstone Financial Advisors
Illinois
$89K
NIT
106
NumerixS Investment Technologies
British Columbia, Canada
$86K -$58.7K -16,002 -40%
Wolverine Trading
107
Wolverine Trading
Illinois
$80K +$79.3K +21,600 New
CAN
108
Claraphi Advisory Network
United States
$80K +$79.6K +21,675 New
ED
109
Exane Derivatives
France
$77.7K -$11.6K -3,171 -12%
VF
110
Virtu Financial
New York
$70K -$813K -221,551 -92%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$67K -$5.55K -1,512 -8%
LNC
112
Lincoln National Corp
Pennsylvania
$65K -$64.1K -17,455 -50%
RJA
113
Raymond James & Associates
Florida
$51K -$6.94K -1,890 -12%
KBC Group
114
KBC Group
Belgium
$46K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$41K
HIIFS
116
Harel Insurance Investments & Financial Services
Israel
$29K
HMS
117
Hanseatic Management Services
New Mexico
$23K +$19.8K +5,394 +691%
IA
118
IFP Advisors
Florida
$21K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$19K
Wells Fargo
120
Wells Fargo
California
$19K
VEA
121
Virtus ETF Advisers
New York
$17K -$1.17K -320 -7%
PA
122
Parallel Advisors
California
$17K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$16K +$4.8K +1,309 +42%
AG
124
Advisor Group
Arizona
$14K +$11K +3,004 +362%
FHA
125
First Horizon Advisors
Tennessee
$13K -$4.85K -1,322 -27%

GGB Hedge Fund Activity: Q1 2018 in Review

139 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q1 2018, worth a combined $954M — up 38% from $691M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GGB positions and 23 closed out — a net gain of 1 holder — while 30 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $79.6M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.

  • 139 institutional investors held Gerdau (GGB) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $954M of Gerdau stock for Q1 2018, up 38% quarter-over-quarter.
  • 24 funds opened new Gerdau positions in Q1 2018 and 23 closed out, a net change of +1 holder.
  • The largest Gerdau buyer in Q1 2018 was Wellington Management Group, an estimated $79.6M added.
  • The largest Gerdau seller in Q1 2018 was Goldman Sachs, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2018.