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129 hedge funds and large institutions have $488M invested in Gerdau in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2.17% more ownership

Funds ownership: 25.94%28.11% (+2.2%)

2% more funds holding

Funds holding: 127129 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

58% less capital invested

Capital invested by funds: $1.15B → $488M (-$665M)

64% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $5.29M

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
39
Reduced
43
Closed
25
Calls
$1.9M
Puts
$5.29M
Net Calls
-$3.39M
Net Calls Change
+$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$235M +$73.1M +23,059,504 +17%
CCM
2
Contrarian Capital Management
Connecticut
$40.4M -$9.08M -2,865,649 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.9M -$4.6M -1,451,149 -8%
LM
4
Luminus Management
Texas
$18.4M +$38.5M +12,155,850 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.3M -$5.12M -1,614,925 -12%
Fisher Asset Management
6
Fisher Asset Management
Washington
$12.7M -$5.43M -1,712,489 -17%
Goldman Sachs
7
Goldman Sachs
New York
$12M +$10.2M +3,203,306 +68%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.5M -$8.86M -2,796,411 -29%
Renaissance Technologies
9
Renaissance Technologies
New York
$9.34M +$19.5M +6,163,652 New
State Street
10
State Street
Massachusetts
$8.03M +$28.8K +9,102 +0.2%
CII
11
Capital International Inc
California
$7.55M -$1.68M -530,590 -10%
Morgan Stanley
12
Morgan Stanley
New York
$7.5M -$19.6M -6,196,973 -56%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$7.14M +$11.5M +3,642,545 +342%
BlackRock
14
BlackRock
New York
$7.09M -$473K -149,232 -3%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$4.68M +$7.73M +2,437,949 +374%
PG
16
Pendal Group
Australia
$4.55M -$2.35M -742,892 -20%
IUHSA
17
Itau Unibanco Holding S.A.
Brazil
$3.92M -$5.05M -1,593,648 -38%
GFM
18
Gramercy Funds Management
Connecticut
$3.86M -$3.59M -1,134,000 -31%
PPA
19
Parametric Portfolio Associates
Washington
$3.28M +$832K +262,455 +14%
Citadel Advisors
20
Citadel Advisors
Florida
$3.08M +$3.86M +1,217,154 +150%
ICP
21
Indus Capital Partners
New York
$2.82M +$1.66M +522,860 +39%
Bank of America
22
Bank of America
North Carolina
$2.47M -$7.45M -2,349,792 -59%
Northern Trust
23
Northern Trust
Illinois
$2.08M +$1.56M +493,530 +56%
CI
24
Capital International
California
$2M +$566K +178,435 +16%
WCA
25
Windsor Creek Advisors
Vermont
$1.84M +$1.52M +479,586 +65%

GGB Hedge Fund Activity: Q1 2020 in Review

129 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q1 2020, worth a combined $488M — down 58% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GGB positions and 25 closed out — a net gain of 4 holders — while 39 added to existing stakes and 43 trimmed.

The largest buyer was Capital International Investors, adding an estimated $73.1M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $20.7M sold.

  • 129 institutional investors held Gerdau (GGB) as of Q1 2020, up from 127 in Q4 2019.
  • Funds reported $488M of Gerdau stock for Q1 2020, down 58% quarter-over-quarter.
  • 29 funds opened new Gerdau positions in Q1 2020 and 25 closed out, a net change of +4 holders.
  • The largest Gerdau buyer in Q1 2020 was Capital International Investors, an estimated $73.1M added.
  • The largest Gerdau seller in Q1 2020 was Bank of Nova Scotia, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2020.