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127 hedge funds and large institutions have $1.15B invested in Gerdau in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $752M → $1.15B (+$401M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.3% less ownership

Funds ownership: 26.24%25.94% (-0.3%)

4% less funds holding

Funds holding: 132127 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

52% less call options, than puts

Call options by funds: $7.73M | Put options by funds: $16.1M

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
21
Increased
36
Reduced
51
Closed
25
Calls
$7.73M
Puts
$16.1M
Net Calls
-$8.41M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$513M +$23.3M +7,841,881 +6%
CCM
2
Contrarian Capital Management
Connecticut
$115M +$8.03M +2,699,842 +10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$69.5M -$6.35M -2,134,391 -11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.2M -$33.9K -11,404 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$43.3M +$18.1M +6,086,008 +120%
Fisher Asset Management
6
Fisher Asset Management
Washington
$39.1M +$4.98M +1,674,584 +20%
JP Morgan Chase
7
JP Morgan Chase
New York
$37.8M -$21.8M -7,334,220 -43%
CII
8
Capital International Inc
California
$21.4M +$5.33M +1,791,720 +48%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$20.7M +$14.7M +4,939,200 +1,307%
State Street
10
State Street
Massachusetts
$20.6M +$523K +175,900 +3%
BlackRock
11
BlackRock
New York
$18.8M -$847K -284,849 -6%
Goldman Sachs
12
Goldman Sachs
New York
$18.3M -$487K -163,823 -3%
IUHSA
13
Itau Unibanco Holding S.A.
Brazil
$16.3M -$10.9M -3,649,338 -47%
Bank of America
14
Bank of America
North Carolina
$15.5M -$36.7M -12,321,226 -76%
PG
15
Pendal Group
Australia
$14.6M +$6.93M +2,330,733 +165%
GFM
16
Gramercy Funds Management
Connecticut
$14.3M
Deutsche Bank
17
Deutsche Bank
Germany
$9.76M +$529K +177,865 +8%
CIS
18
Capital International Sarl
California
$9.26M +$1.82M +613,279 +35%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$7.93M +$5.53M +1,857,560 +1,021%
PPA
20
Parametric Portfolio Associates
Washington
$7.39M -$490K -164,873 -8%
PPFA
21
Provida Pension Fund Administrator
Chile
$6.64M +$1.6M +536,724 +46%
ICP
22
Indus Capital Partners
New York
$5.2M +$2.54M +855,540 +178%
CI
23
Capital International
California
$4.43M +$1.09M +366,693 +48%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$4.15M +$1.46M +491,150 +85%
N
25
Nuveen
North Carolina
$3.46M -$5.32M -1,790,014 -67%

GGB Hedge Fund Activity: Q4 2019 in Review

127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q4 2019, worth a combined $1.15B — up 53% from $752M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of GGB and 21 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 36 added.

The largest buyer was Capital International Investors, adding an estimated $23.3M. The largest seller was Bank of America, cutting an estimated $36.7M.

  • 127 institutional investors held Gerdau (GGB) as of Q4 2019, down from 132 in Q3 2019.
  • Funds reported $1.15B of Gerdau stock for Q4 2019, up 53% quarter-over-quarter.
  • 21 funds opened new Gerdau positions in Q4 2019 and 25 closed out, a net change of -4 holders.
  • The largest Gerdau buyer in Q4 2019 was Capital International Investors, an estimated $23.3M added.
  • The largest Gerdau seller in Q4 2019 was Bank of America, an estimated $36.7M sold.

Based on aggregated 13F filings for Q4 2019.