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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
DAM
151
Deltec Asset Management
New York
$78K -$78.7K -12,600 -50%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$72K -$37.8K -6,048 -34%
PAM
153
Panagora Asset Management
Massachusetts
$72K
OA
154
OFI Advisors
Pennsylvania
$66K -$3.49K -559 -5%
Walleye Trading
155
Walleye Trading
New York
$38K +$38K +6,083 New
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$35K +$35.1K +5,620 New
RIA
157
Regal Investment Advisors
Michigan
$20K
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$12K +$7.02K +1,125 +145%
PTA
159
Pear Tree Advisors
Massachusetts
$10K
AIG
160
American International Group
New York
$8.04K
FNBT
161
FineMark National Bank & Trust
Florida
$8K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$7K
FWM
163
Focused Wealth Management
New York
$6K
TRCT
164
Tower Research Capital (TRC)
New York
$5K -$58.3K -9,342 -93%
PSUF
165
People's United Financial
Connecticut
$5K
PTC
166
Private Trust Company
Ohio
$5K +$1.59K +254 +41%
EFSCE
167
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.11K +178 +37%
LIA
168
LS Investment Advisors
Michigan
$3K
Creative Planning
169
Creative Planning
Kansas
$3K +$12 +2 +0.4%
TWA
170
TCI Wealth Advisors
Arizona
$2K
WEC
171
Winslow Evans & Crocker
Massachusetts
$2K +$1.57K +252 New
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59 +$43.6K +6,992 +272%
BIT
173
BlackRock Institutional Trust
California
-$17.3M -2,921,604 Closed
BC
174
Bocage Capital
California
-$7.24M -1,223,253 Closed
ICP
175
Indus Capital Partners
New York
-$6.25M -1,056,258 Closed

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.