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599 hedge funds and large institutions have $10.6B invested in Graco in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 191 increasing their positions, 220 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $590K

7% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 54

0% less funds holding

Funds holding: 600 β†’ 599 (-1)

0.81% less ownership

Funds ownership: 86.72% β†’ 85.92% (-0.81%)

13% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 220

16% less capital invested

Capital invested by funds: $12.5B β†’ $10.6B (-$1.96B)

62% less funds holding in top 10

Funds holding in top 10: 13 β†’ 5 (-8)

Holders
599
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.51%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.08%
New
58
Increased
191
Reduced
220
Closed
54
Calls
$3.32M
Puts
$590K
Net Calls
+$2.73M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
576
Neo Ivy Capital Management
New York
$4K +$4.11K +52 New
Fuller & Thaler Asset Management
577
Fuller & Thaler Asset Management
California
$3.94K – – –
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$3.5K – – –
UFF
579
USA Financial Formulas
Michigan
$3.42K -$41.2K -521 -92%
BWL
580
Bogart Wealth LLC
Virginia
$3.13K – – –
CWP
581
Concord Wealth Partners
Virginia
$3.13K – – –
GWS
582
Glassman Wealth Services
Virginia
$3.13K – – –
SIC
583
SJS Investment Consulting
Ohio
$2.92K +$79 +1 +3%
CPG
584
Cornerstone Planning Group
New Jersey
$2.04K – – –
IFAM
585
Institutional & Family Asset Management
Colorado
$2.04K – – –
TFM
586
TFC Financial Management
Massachusetts
$1.97K – – –
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9K – – –
MFT
588
Moisand Fitzgerald Tamayo
Florida
$1.39K – – –
PPC
589
Park Place Capital
Alabama
$1.39K – – –
AAP
590
Arax Advisory Partners
Colorado
$1.31K -$553 -7 -28%
TFA
591
Transamerica Financial Advisors
Florida
$1K – – –
T
592
TOBAM
France
$1K +$1.03K +13 New
AW
593
Avion Wealth
Texas
$1K +$1.19K +15 +100%
GI
594
Gradient Investments
Minnesota
$947 – – –
HI
595
Harbour Investments
Wisconsin
$802 – – –
LIM
596
Longfellow Investment Management
Massachusetts
$729 – – –
TWP
597
TFO Wealth Partners
Ohio
$604 +$158 +2 +40%
TWD
598
True Wealth Design
Ohio
$292 – – –
CFGS
599
Concourse Financial Group Securities
Alabama
$291 -$1.58K -20 -83%
RA
600
Rise Advisors
New York
$33 -$12.6K -159 Closed

GGG Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Graco (GGG) for Q3 2023, worth a combined $10.6B β€” down 16% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new GGG positions and 54 closed out β€” a net gain of 4 holders β€” while 191 added to existing stakes and 220 trimmed.

The largest buyer was PineStone Asset Management, adding an estimated $148M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $150M.

  • 599 institutional investors held Graco (GGG) as of Q3 2023, down from 600 in Q2 2023.
  • Funds reported $10.6B of Graco stock for Q3 2023, down 16% quarter-over-quarter.
  • 58 funds opened new Graco positions in Q3 2023 and 54 closed out, a net change of +4 holders.
  • The largest Graco buyer in Q3 2023 was PineStone Asset Management, an estimated $148M added.
  • The largest Graco seller in Q3 2023 was Brown Brothers Harriman & Co, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2023.