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151 hedge funds and large institutions have $1.23B invested in Gerdau in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.21% less ownership

Funds ownership: 24.1%22.9% (-1.2%)

8% less funds holding

Funds holding: 165151 (-14)

13% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$176M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

91% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $13.2M

Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
15
Increased
58
Reduced
52
Closed
28
Calls
$1.15M
Puts
$13.2M
Net Calls
-$12.1M
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
126
RhumbLine Advisers
Massachusetts
$79K +$7.41K +1,512 +10%
QT
127
Quantbot Technologies
New York
$72K +$28.4K +5,796 +60%
ID
128
Integral Derivatives
New York
$71K -$43.2K -8,820 -37%
Wells Fargo
129
Wells Fargo
California
$68K -$2.5M -509,350 -97%
OA
130
OFI Advisors
Pennsylvania
$66K -$353 -72 -0.5%
WAM
131
Wolverine Asset Management
Illinois
$63K +$20.4K +4,158 +44%
DAM
132
Deltec Asset Management
New York
$59K
SEC
133
Seven Eight Capital
New York
$57K +$59.3K +12,096 New
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35K -$10.1K -2,054 -21%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$25K +$21.3K +4,354 +467%
RIA
136
Regal Investment Advisors
Michigan
$15K
US Bancorp
137
US Bancorp
Minnesota
$9K -$43.7K -8,915 -82%
PTA
138
Pear Tree Advisors
Massachusetts
$7K
FNBT
139
FineMark National Bank & Trust
Florida
$6K
FWM
140
Focused Wealth Management
New York
$5K
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$4K
PSUF
142
People's United Financial
Connecticut
$4K
LIA
143
LS Investment Advisors
Michigan
$2K
WEC
144
Winslow Evans & Crocker
Massachusetts
$1.18K
Creative Planning
145
Creative Planning
Kansas
$1K -$2.4K -489 -64%
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
TWA
147
TCI Wealth Advisors
Arizona
$1K
GSC
148
Ground Swell Capital
South Carolina
$1K +$1.24K +252 New
NFG
149
Next Financial Group
Texas
$1K +$1.54K +315 New
Walleye Trading
150
Walleye Trading
New York
$44 -$63.4K -12,940 -58%

GGB Hedge Fund Activity: Q2 2014 in Review

151 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q2 2014, worth a combined $1.23B — down 13% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GGB and 15 opened new positions — a net loss of 13 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was Genesis Asset Managers, opening a new position worth an estimated $36.3M. The largest seller was Systematic Financial Management, cutting an estimated $134M.

  • 151 institutional investors held Gerdau (GGB) as of Q2 2014, down from 165 in Q1 2014.
  • Funds reported $1.23B of Gerdau stock for Q2 2014, down 13% quarter-over-quarter.
  • 15 funds opened new Gerdau positions in Q2 2014 and 28 closed out, a net change of -13 holders.
  • The largest Gerdau buyer in Q2 2014 was Genesis Asset Managers, an estimated $36.3M added.
  • The largest Gerdau seller in Q2 2014 was Systematic Financial Management, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2014.