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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
PB
176
Pinnacle Bancorp
Nebraska
$3.85K
JWA
177
JFS Wealth Advisors
Pennsylvania
$2.76K
AA
178
Addison Advisors
Vermont
$2.51K
BIA
179
Bell Investment Advisors
California
$2.29K -$1.36K -306 -35%
TPCW
180
TD Private Client Wealth
New York
$2.08K -$169K -38,023 -99%
AF
181
Allworth Financial
California
$1.96K
FFA
182
Farther Finance Advisors
California
$1.72K +$1.92K +432 New
TAM
183
Tucker Asset Management
Colorado
$1.5K -$3.22K -724 -66%
AWM
184
Abound Wealth Management
Tennessee
$315
TWD
185
True Wealth Design
Ohio
$187
MHR
186
Matthew Hamilton Rosenberg
$86
LSA
187
Leonteq Securities AG
Switzerland
$29 -$9.67K -2,177 -100%
HNB
188
Huntington National Bank
Ohio
$5
KWILP
189
Kiwi Wealth Investments Limited Partnership
New Zealand
-$1.67M -384,718 Closed
CIBC World Market
190
CIBC World Market
Ontario, Canada
-$1.64M -377,332 Closed
PL
191
Perpetual Ltd
Australia
-$1.52M -348,887 Closed
BBP
192
Banco BTG Pactual
Brazil
-$1.06M -242,684 Closed
AWM
193
AE Wealth Management
Kansas
-$616K -141,551 Closed
TG
194
TCW Group
California
-$577K -132,600 Closed
ACM
195
Aubrey Capital Management
United Kingdom
-$521K -120,071 Closed
KIA
196
KLR Investment Advisors
Rhode Island
-$458K -105,469 Closed
VIA
197
Vident Investment Advisory
Georgia
-$333K -76,512 Closed
HCA
198
Harbour Capital Advisors
Virginia
-$337K -75,619 Closed
MYIA
199
Mount Yale Investment Advisors
Colorado
-$230K -52,930 Closed
FA
200
FDx Advisors
Illinois
-$227K -52,274 Closed

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.