We are live on ! Find out more

151 hedge funds and large institutions have $1.23B invested in Gerdau in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 52

1.21% less ownership

Funds ownership: 24.1%22.9% (-1.2%)

8% less funds holding

Funds holding: 165151 (-14)

13% less capital invested

Capital invested by funds: $1.4B → $1.23B (-$176M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 28

91% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $13.2M

Holders
151
Holders Change
-14
Holders Change %
-8.48%
% of All Funds
4.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
15
Increased
58
Reduced
52
Closed
28
Calls
$1.15M
Puts
$13.2M
Net Calls
-$12.1M
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$158M -$5.34M -1,089,177 -3%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$127M +$27.2M +5,558,868 +26%
Lazard Asset Management
3
Lazard Asset Management
New York
$78.8M +$1.61M +329,216 +2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$71.5M -$9.28M -1,893,382 -11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.6M +$2.33M +476,375 +4%
CII
6
Capital International Inc
California
$55.8M -$21.9M -4,462,920 -27%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$44.4M +$1.14M +232,344 +3%
CAM
8
Coronation Asset Management
South Africa
$39.7M +$7.31M +1,490,827 +21%
GAM
9
Genesis Asset Managers
United Kingdom
$34.6M +$36.3M +7,404,961 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$30M +$21.3M +4,355,812 +210%
CIS
11
Capital International Sarl
California
$29.7M -$4.65M -948,780 -13%
CGT
12
Capital Guardian Trust
California
$29.4M +$5.32M +1,085,364 +21%
Morgan Stanley
13
Morgan Stanley
New York
$27.8M +$5.69M +1,160,878 +24%
Fisher Asset Management
14
Fisher Asset Management
Washington
$23.5M +$4.12M +841,157 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.3M -$836K -170,676 -4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$17.8M +$14.3M +2,910,978 +325%
Credit Agricole
17
Credit Agricole
France
$16.1M +$5.56M +1,135,250 +49%
Norges Bank
18
Norges Bank
Norway
$15.7M +$8.22M +1,676,767 +100%
State Street
19
State Street
Massachusetts
$15.4M +$5.66M +1,155,080 +54%
BFA
20
BlackRock Fund Advisors
California
$13.7M +$1.75M +356,865 +14%
Macquarie Group
21
Macquarie Group
Australia
$12.9M -$2.78M -567,882 -17%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$12.2M +$6.36M +1,298,304 +100%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$12M
CS
24
Credit Suisse
Switzerland
$11.5M +$943K +192,511 +8%
CC
25
Carlson Capital
Texas
$11.2M -$8.49M -1,732,626 -42%

GGB Hedge Fund Activity: Q2 2014 in Review

151 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q2 2014, worth a combined $1.23B — down 13% from $1.4B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GGB and 15 opened new positions — a net loss of 13 holders — while 52 trimmed existing stakes and 58 added.

The largest buyer was Genesis Asset Managers, opening a new position worth an estimated $36.3M. The largest seller was Systematic Financial Management, cutting an estimated $134M.

  • 151 institutional investors held Gerdau (GGB) as of Q2 2014, down from 165 in Q1 2014.
  • Funds reported $1.23B of Gerdau stock for Q2 2014, down 13% quarter-over-quarter.
  • 15 funds opened new Gerdau positions in Q2 2014 and 28 closed out, a net change of -13 holders.
  • The largest Gerdau buyer in Q2 2014 was Genesis Asset Managers, an estimated $36.3M added.
  • The largest Gerdau seller in Q2 2014 was Systematic Financial Management, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2014.