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137 hedge funds and large institutions have $637M invested in Gerdau in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $821K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

19% more capital invested

Capital invested by funds: $534M → $637M (+$103M)

5% more funds holding

Funds holding: 131137 (+6)

0.68% more ownership

Funds ownership: 21.57%22.25% (+0.68%)

35% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 51

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
26
Increased
33
Reduced
51
Closed
16
Calls
$2.25M
Puts
$821K
Net Calls
+$1.43M
Net Calls Change
+$796K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$78.9M -$3.46M -1,269,396 -4%
FC
2
Fairpointe Capital
Illinois
$74.1M -$23.2M -8,508,273 -22%
Renaissance Technologies
3
Renaissance Technologies
New York
$58.2M -$11.9M -4,378,122 -16%
AI
4
Axiom Investors
Connecticut
$48.6M +$52.4M +19,223,379 +6,498%
WBC
5
Westpac Banking Corp
Australia
$46.8M -$7.81M -2,867,218 -13%
CCM
6
Contrarian Capital Management
Connecticut
$33.3M -$461K -169,218 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$30.1M +$2.36M +865,430 +8%
Credit Agricole
8
Credit Agricole
France
$22.6M +$5.02M +1,843,380 +25%
JP Morgan Chase
9
JP Morgan Chase
New York
$20.3M +$20.3M +7,435,424 +1,052%
OCM
10
Oaktree Capital Management
California
$18.9M -$6.25M -2,292,663 -23%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$15.4M +$16.4M +6,025,019 New
PPA
12
Parametric Portfolio Associates
Washington
$15.3M +$1.96M +718,495 +13%
ICP
13
Indus Capital Partners
New York
$11.9M +$13M +4,780,546 New
PSCM
14
Prince Street Capital Management
New York
$11.6M +$12.6M +4,642,344 New
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$9.07M -$748K -274,513 -7%
VanEck Associates
16
VanEck Associates
New York
$8.57M +$3.42M +1,253,535 +57%
CS
17
Credit Suisse
Switzerland
$8.48M -$2.27M -834,681 -20%
Millennium Management
18
Millennium Management
New York
$7.88M +$4.99M +1,832,308 +138%
Bank of America
19
Bank of America
North Carolina
$7.76M +$373K +136,904 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.67M -$4.24M -1,557,814 -34%
BFA
21
BlackRock Fund Advisors
California
$7.66M +$350K +128,405 +4%
Two Sigma Investments
22
Two Sigma Investments
New York
$6.43M +$2.25M +826,522 +47%
State Street
23
State Street
Massachusetts
$5.75M -$784K -287,662 -11%
BG
24
BlackRock Group
United Kingdom
$5.71M
BIM
25
Bogle Investment Management
Massachusetts
$5.27M +$5.22M +1,915,694 +965%

GGB Hedge Fund Activity: Q4 2016 in Review

137 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q4 2016, worth a combined $637M — up 19% from $534M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new GGB positions and 16 closed out — a net gain of 10 holders — while 33 added to existing stakes and 51 trimmed.

The largest buyer was Axiom Investors, adding an estimated $52.4M. The largest seller was Morgan Stanley, cutting an estimated $31.6M.

  • 137 institutional investors held Gerdau (GGB) as of Q4 2016, up from 131 in Q3 2016.
  • Funds reported $637M of Gerdau stock for Q4 2016, up 19% quarter-over-quarter.
  • 26 funds opened new Gerdau positions in Q4 2016 and 16 closed out, a net change of +10 holders.
  • The largest Gerdau buyer in Q4 2016 was Axiom Investors, an estimated $52.4M added.
  • The largest Gerdau seller in Q4 2016 was Morgan Stanley, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2016.