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173 hedge funds and large institutions have $1.51B invested in Gerdau in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

31% more capital invested

Capital invested by funds: $1.15B → $1.51B (+$355M)

7% more funds holding

Funds holding: 161173 (+12)

3% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $9.5M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.03% less ownership

Funds ownership: 25.81%25.78% (-0.03%)

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
65
Reduced
45
Closed
21
Calls
$9.77M
Puts
$9.5M
Net Calls
+$269K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Greenleaf Trust
Michigan
$67K
SFA
152
Sequoia Financial Advisors
Ohio
$67K +$56.5K +13,163 New
KeyBank National Association
153
KeyBank National Association
Ohio
$65K +$54.6K +12,716 New
CG
154
Cutler Group
California
$43K -$14.2K -3,309 -28%
Cerity Partners
155
Cerity Partners
New York
$33K +$6.57K +1,529 +7%
IA
156
IFP Advisors
Florida
$20K +$27.1K +6,300 New
QCG
157
Quadrant Capital Group
Ohio
$14K -$1.37K -318 -10%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$14K +$9.64K +2,244 +416%
NSIM
159
North Star Investment Management
Illinois
$13K
SMG
160
Spectrum Management Group
Indiana
$12K +$9.9K +2,306 New
LC
161
Lindbrook Capital
California
$9K
APA
162
American Portfolios Advisors
New York
$5.53K
ACM
163
Aquatic Capital Management
Illinois
$5K -$24.9K -5,796 -87%
FHA
164
First Horizon Advisors
Tennessee
$4K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.04K +707 New
EWA
166
EverSource Wealth Advisors
Alabama
$3K -$910 -212 -27%
GWS
167
Glassman Wealth Services
Virginia
$3K
PCG
168
Private Capital Group
Connecticut
$3K +$2.07K +481 New
JWA
169
JFS Wealth Advisors
Pennsylvania
$3K +$2.29K +534 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$1K
TWA
171
TCI Wealth Advisors
Arizona
$1K
Connor, Clark & Lunn Investment Management (CC&L)
172
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.55M -652,756 Closed
EOJOAM
173
E. Ohman J:or Asset Management
Sweden
-$1.11M -283,500 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
-$982K -251,412 Closed
PP
175
Paloma Partners
Connecticut
-$672K -172,111 Closed

GGB Hedge Fund Activity: Q1 2022 in Review

173 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q1 2022, worth a combined $1.51B — up 31% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GGB positions and 21 closed out — a net gain of 15 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $13.1M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $37.3M.

  • 173 institutional investors held Gerdau (GGB) as of Q1 2022, up from 161 in Q4 2021.
  • Funds reported $1.51B of Gerdau stock for Q1 2022, up 31% quarter-over-quarter.
  • 36 funds opened new Gerdau positions in Q1 2022 and 21 closed out, a net change of +15 holders.
  • The largest Gerdau buyer in Q1 2022 was Bank of America, an estimated $13.1M added.
  • The largest Gerdau seller in Q1 2022 was Itau Unibanco Holding S.A., an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2022.