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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
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$220M +$9.56M +1,531,224 +5%
SFM
2
Systematic Financial Management
New Jersey
$122M +$43.6M +6,984,980 +55%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$116M +$7.52M +1,204,308 +7%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$106M +$11M +1,768,375 +12%
CII
5
Capital International Inc
California
$102M +$951K +152,334 +0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$93.4M -$9.73M -1,558,182 -9%
Lazard Asset Management
7
Lazard Asset Management
New York
$56.9M +$3.98M +637,932 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$48M +$6.61M +1,059,282 +16%
CIS
9
Capital International Sarl
California
$47.6M -$66.9K -10,710 -0.1%
Credit Agricole
10
Credit Agricole
France
$36.6M -$13.9M -2,221,635 -27%
Morgan Stanley
11
Morgan Stanley
New York
$34.4M -$3.7M -593,390 -10%
CGT
12
Capital Guardian Trust
California
$32.4M +$4.71M +754,362 +17%
Principal Financial Group
13
Principal Financial Group
Iowa
$31.5M -$1.56M -249,740 -5%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$28.5M +$21.7M +3,482,702 +316%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.8M +$456K +73,042 +2%
DCM
16
Driehaus Capital Management
Illinois
$23.2M +$23.3M +3,734,438 New
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$22.1M +$8.79M +1,407,420 +65%
DCMA
18
Daiwa Capital Markets America
New York
$22.1M +$22.2M +3,557,106 New
Macquarie Group
19
Macquarie Group
Australia
$20.9M -$1.83M -293,140 -8%
Fisher Asset Management
20
Fisher Asset Management
Washington
$20M +$2.35M +375,747 +13%
BFA
21
BlackRock Fund Advisors
California
$18.3M -$1.64M -263,255 -8%
Goldman Sachs
22
Goldman Sachs
New York
$16.5M +$7.04M +1,128,587 +74%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$15.9M -$1.38M -220,500 -8%
CAM
24
Coronation Asset Management
South Africa
$15.8M +$15.9M +2,546,964 New
Bank of America
25
Bank of America
North Carolina
$15.7M +$1.4M +224,412 +10%

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.