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187 hedge funds and large institutions have $1.33B invested in Gerdau in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $9.94M | Put options by funds: $8.73M

0.1% more ownership

Funds ownership: 28.58%28.68% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less capital invested

Capital invested by funds: $1.44B → $1.33B (-$106M)

7% less funds holding

Funds holding: 202187 (-15)

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

41% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 78

Holders
187
Holders Change
-15
Holders Change %
-7.43%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
46
Reduced
78
Closed
38
Calls
$9.94M
Puts
$8.73M
Net Calls
+$1.2M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$72.7K
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$72K -$9.52K -2,142 -10%
QT
153
Quantamental Technologies
New York
$70.6K +$78.9K +17,754 New
VCWA
154
Vanguard Capital Wealth Advisors
Colorado
$70.1K
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$66.5K
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$58.8K +$65.7K +14,780 New
Franklin Resources
157
Franklin Resources
California
$56.8K -$1.01K -228 -2%
Sumitomo Mitsui Trust Group
158
Sumitomo Mitsui Trust Group
Japan
$55.1K +$61.6K +13,862 New
MCC
159
Money Concepts Capital
Florida
$50.1K
PA
160
Parallel Advisors
California
$49.8K -$1.57K -354 -3%
Stifel Financial
161
Stifel Financial
Missouri
$47.7K -$2.37K -533 -4%
SAI
162
Systematic Alpha Investments
New Jersey
$46.1K +$51.5K +11,592 New
EWA
163
EverSource Wealth Advisors
Alabama
$43.1K +$515 +116 +1%
ACM
164
Aquatic Capital Management
Illinois
$26K -$676K -152,280 -96%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$17K +$338 +76 +2%
BTI
166
Blue Trust Inc
Georgia
$15K +$1.49K +335 +11%
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$12K -$37.3K -8,400 -74%
IPW
168
Impact Partnership Wealth
Georgia
$11.8K -$579K -130,326 -98%
NSIM
169
North Star Investment Management
Illinois
$10K
LC
170
Lindbrook Capital
California
$9.81K
OA
171
Operose Advisors
Wisconsin
$7.09K +$7.92K +1,783 New
ACA
172
Atlas Capital Advisors
Wyoming
$7.02K
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$7K -$15.2K -3,418 -65%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.01K
GWS
175
Glassman Wealth Services
Virginia
$3.95K

GGB Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q3 2023, worth a combined $1.33B — down 7.4% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of GGB and 23 opened new positions — a net loss of 15 holders — while 78 trimmed existing stakes and 46 added.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was Capital International Investors, cutting an estimated $68.3M.

  • 187 institutional investors held Gerdau (GGB) as of Q3 2023, down from 202 in Q2 2023.
  • Funds reported $1.33B of Gerdau stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 23 funds opened new Gerdau positions in Q3 2023 and 38 closed out, a net change of -15 holders.
  • The largest Gerdau buyer in Q3 2023 was Fidelity Investments, an estimated $115M added.
  • The largest Gerdau seller in Q3 2023 was Capital International Investors, an estimated $68.3M sold.

Based on aggregated 13F filings for Q3 2023.