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190 hedge funds and large institutions have $1.34B invested in Gerdau in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $7M | Put options by funds: $3.19M

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more funds holding

Funds holding: 187190 (+3)

0% more capital invested

Capital invested by funds: $1.33B → $1.34B (+$6.48M)

0.06% less ownership

Funds ownership: 28.68%28.62% (-0.06%)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
59
Reduced
73
Closed
19
Calls
$7M
Puts
$3.19M
Net Calls
+$3.81M
Net Calls Change
+$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$445M +$28.8M +7,521,975 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$170M +$62.1M +16,227,519 +63%
CCM
3
Contrarian Capital Management
Connecticut
$88.5M +$2.51M +656,681 +3%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$69.1M -$8.09M -2,115,030 -11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$65.9M -$2.02M -527,265 -3%
BlackRock
6
BlackRock
New York
$36.3M +$491K +128,319 +1%
CCM
7
Causeway Capital Management
California
$35.7M -$1.33M -346,962 -4%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$35.2M -$25.6M -6,678,231 -43%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.1M -$8.94M -2,336,807 -24%
AQR Capital Management
10
AQR Capital Management
Connecticut
$22.9M +$932K +243,588 +4%
MSAGDF
11
Moneda SA Administradora General de Fondos
Chile
$21M -$1.98M -516,751 -9%
Morgan Stanley
12
Morgan Stanley
New York
$16.8M +$10.5M +2,743,257 +194%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$15.7M -$805K -210,361 -5%
Vanguard Group
14
Vanguard Group
Pennsylvania
$14.7M -$1.14M -298,260 -8%
IUHSA
15
Itau Unibanco Holding S.A.
Brazil
$14.3M -$34M -8,895,976 -72%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$13.7M -$47.2K -12,340 -0.4%
State Street
17
State Street
Massachusetts
$11.8M +$601K +157,136 +6%
Man Group
18
Man Group
United Kingdom
$11.4M +$10.8M +2,811,690 New
Millennium Management
19
Millennium Management
New York
$11.2M +$4.37M +1,142,840 +70%
Renaissance Technologies
20
Renaissance Technologies
New York
$11M +$1.88M +491,190 +22%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$10.6M -$1.19M -312,006 -11%
American Century Companies
22
American Century Companies
Missouri
$10M +$894K +233,545 +10%
Goldman Sachs
23
Goldman Sachs
New York
$9.87M -$17.9M -4,669,761 -66%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$9.56M +$4.42M +1,153,934 +95%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$8.39M -$82.9K -21,666 -1%

GGB Hedge Fund Activity: Q4 2023 in Review

190 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gerdau (GGB) for Q4 2023, worth a combined $1.34B — up 0.49% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GGB positions and 19 closed out — a net gain of 6 holders — while 59 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62.1M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $34M.

  • 190 institutional investors held Gerdau (GGB) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $1.34B of Gerdau stock for Q4 2023, up 0.49% quarter-over-quarter.
  • 25 funds opened new Gerdau positions in Q4 2023 and 19 closed out, a net change of +6 holders.
  • The largest Gerdau buyer in Q4 2023 was Fidelity Investments, an estimated $62.1M added.
  • The largest Gerdau seller in Q4 2023 was Itau Unibanco Holding S.A., an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.