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221 hedge funds and large institutions have $1.5B invested in Gerdau in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $4.14M

1% more capital invested

Capital invested by funds: $1.48B → $1.5B (+$17.3M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

1.34% less ownership

Funds ownership: 32.25%30.91% (-1.3%)

2% less funds holding

Funds holding: 225221 (-4)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
221
Holders Change
-4
Holders Change %
-1.78%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
82
Reduced
99
Closed
28
Calls
$8.63M
Puts
$4.14M
Net Calls
+$4.5M
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$111K -$3K -670 -2%
Corient Private Wealth
152
Corient Private Wealth
Florida
$110K +$21K +4,696 +21%
AWM
153
Axxcess Wealth Management
California
$103K +$112K +24,970 New
SFA
154
Sequoia Financial Advisors
Ohio
$100K -$4.76K -1,063 -4%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$95.8K
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$93.4K -$4 -1 -0%
RJA
157
Raymond James & Associates
Florida
$92.2K +$103 +23 +0.1%
YCM
158
Yousif Capital Management
Michigan
$91.6K -$4 -1 -0%
S
159
SignatureFD
Georgia
$91.2K +$67 +15 +0.1%
PFO
160
Pathstone Family Office
New Jersey
$87.6K -$318K -70,969 -78%
JF
161
Jump Financial
Illinois
$86.6K -$4.29M -957,195 -98%
BTI
162
Blue Trust Inc
Georgia
$79K +$26.8K +5,993 +54%
BL
163
Balentine LLC
Georgia
$78.3K -$7.71K -1,720 -8%
VCWA
164
Vanguard Capital Wealth Advisors
Colorado
$77.6K -$9.88K -2,206 -10%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$77.5K -$7.11K -1,588 -8%
Prudential Financial
166
Prudential Financial
New Jersey
$76.4K -$3.06K -682 -4%
IA
167
Inspire Advisors
Idaho
$72.2K +$11.6K +2,598 +17%
AWS
168
Atria Wealth Solutions
New York
$70K -$81.8K -18,270 -52%
TSS
169
Two Sigma Securities
New York
$69.9K -$1.08M -240,940 -93%
QCG
170
Quadrant Capital Group
Ohio
$68.9K +$860 +192 +1%
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$68.8K -$4 -1 -0%
TPCW
172
TD Private Client Wealth
New York
$67.2K +$6.51K +1,453 +10%
Creative Planning
173
Creative Planning
Kansas
$66.8K -$28.6K -6,393 -28%
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$66.5K +$5K +1,117 +8%
BTWM
175
Baker Tilly Wealth Management
Wisconsin
$66.2K +$14.1K +3,143 +24%

GGB Hedge Fund Activity: Q1 2023 in Review

221 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q1 2023, worth a combined $1.5B — up 1.2% from $1.48B a quarter earlier.

Fund positioning in GGB was balanced in Q1 2023: 28 funds opened new positions, 28 closed out, 82 added to existing stakes and 99 trimmed.

The largest buyer was Capital International Investors, adding an estimated $51.5M. The largest seller was Millennium Management, cutting an estimated $45.6M.

  • 221 institutional investors held Gerdau (GGB) as of Q1 2023, down from 225 in Q4 2022.
  • Funds reported $1.5B of Gerdau stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 28 funds opened new Gerdau positions in Q1 2023 and 28 closed out, a net change of 0 holders.
  • The largest Gerdau buyer in Q1 2023 was Capital International Investors, an estimated $51.5M added.
  • The largest Gerdau seller in Q1 2023 was Millennium Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q1 2023.