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139 hedge funds and large institutions have $691M invested in Gerdau in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

1% more funds holding

Funds holding: 137139 (+2)

2% more capital invested

Capital invested by funds: $677M → $691M (+$13.7M)

0% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $2.61M

1.31% less ownership

Funds ownership: 21.72%20.41% (-1.3%)

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
47
Reduced
42
Closed
17
Calls
$2.6M
Puts
$2.61M
Net Calls
-$8K
Net Calls Change
+$914K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1
Fairpointe Capital
Illinois
$77.1M -$2.49M -916,422 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$75.1M -$8.46M -3,106,328 -11%
Renaissance Technologies
3
Renaissance Technologies
New York
$60.1M -$2.16M -794,682 -4%
Morgan Stanley
4
Morgan Stanley
New York
$50M +$10.3M +3,776,463 +29%
BlackRock
5
BlackRock
New York
$48.2M +$25.2M +9,261,757 +131%
AI
6
Axiom Investors
Connecticut
$41.7M -$3.52M -1,292,394 -8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$39.2M -$2.95M -1,084,172 -8%
CCM
8
Contrarian Capital Management
Connecticut
$37.8M -$2.06M -756,057 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$35.9M +$1.82M +667,039 +6%
Goldman Sachs
10
Goldman Sachs
New York
$19.3M +$1.97M +722,923 +12%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$14.6M -$16.5M -6,058,807 -55%
CS
12
Credit Suisse
Switzerland
$13.4M +$4.95M +1,817,463 +67%
Citigroup
13
Citigroup
New York
$10.8M +$1.9M +698,262 +24%
AC
14
AMS Capital
Brazil
$10.2M +$9.45M +3,471,300 New
AAMU
15
Amundi Asset Management US
Massachusetts
$9.56M +$8.82M +3,238,956 New
PPA
16
Parametric Portfolio Associates
Washington
$8.66M -$575K -211,161 -7%
PPFA
17
Provida Pension Fund Administrator
Chile
$8.52M +$7.86M +2,886,383 New
State Street
18
State Street
Massachusetts
$8.47M +$920K +338,034 +13%
SC
19
Sagil Capital
United Kingdom
$8.45M +$7.79M +2,862,294 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$8.45M -$2.37M -869,294 -23%
Bank of America
21
Bank of America
North Carolina
$7.29M -$8.08M -2,967,878 -55%
VanEck Associates
22
VanEck Associates
New York
$6.84M -$530K -194,899 -8%
SEI Investments
23
SEI Investments
Pennsylvania
$5.48M +$4.55M +1,670,411 +897%
SGDR
24
SPX Gestao de Recursos
Brazil
$5.2M +$2.82M +1,036,867 +143%
IUHSA
25
Itau Unibanco Holding S.A.
Brazil
$5.14M +$1.48M +544,572 +46%

GGB Hedge Fund Activity: Q4 2017 in Review

139 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q4 2017, worth a combined $691M — up 2% from $677M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GGB positions and 17 closed out — a net gain of 3 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $25.2M. The largest seller was Pendal Group, exiting entirely with an estimated $40.2M sold.

  • 139 institutional investors held Gerdau (GGB) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $691M of Gerdau stock for Q4 2017, up 2% quarter-over-quarter.
  • 20 funds opened new Gerdau positions in Q4 2017 and 17 closed out, a net change of +3 holders.
  • The largest Gerdau buyer in Q4 2017 was BlackRock, an estimated $25.2M added.
  • The largest Gerdau seller in Q4 2017 was Pendal Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2017.