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Graco
GGG

631 hedge funds and large institutions have $13B invested in Graco in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 208 increasing their positions, 217 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $1.04M

79% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 52

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

23% more capital invested

Capital invested by funds: $10.6B → $13B (+$2.47B)

5% more funds holding

Funds holding: 599 → 631 (+32)

3.26% more ownership

Funds ownership: 85.92% → 89.18% (+3.3%)

4% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 217

Holders
631
Holders Change
+32
Holders Change %
+5.34%
% of All Funds
9.2%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
93
Increased
208
Reduced
217
Closed
52
Calls
$3.09M
Puts
$1.04M
Net Calls
+$2.05M
Net Calls Change
-$686K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$324M
2
DCP
Durable Capital Partners
Maryland
+$104M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$67.3M
4
PAM
PineStone Asset Management
Quebec, Canada
+$39.2M
5
EIP
Epoch Investment Partners
New York
+$34.2M

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$56.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.1M
3
BlackRock
BlackRock
New York
-$40.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$35.5M
5
Lazard Asset Management
Lazard Asset Management
New York
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$3.73K – – –
FFA
602
Frazier Financial Advisors
Ohio
$3.38K +$3.07K +39 New
EC
603
EntryPoint Capital
New York
$2.86K +$2.6K +33 New
HI
604
Harbour Investments
Wisconsin
$2.78K +$1.65K +21 +191%
AF
605
Arrow Financial
New York
$2.52K +$2.28K +29 New
CPG
606
Cornerstone Planning Group
New Jersey
$2.43K – – –
IFAM
607
Institutional & Family Asset Management
Colorado
$2.43K – – –
TFM
608
TFC Financial Management
Massachusetts
$2.34K – – –
CWP
609
Concord Wealth Partners
Virginia
$2.26K -$1.34K -17 -40%
DPW
610
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$1.97K +25 New
VWM
611
Venturi Wealth Management
Texas
$2.08K +$1.89K +24 New
FPF
612
First Pacific Financial
Washington
$2K +$1.81K +23 New
RCM
613
Raleigh Capital Management
North Carolina
$2K +$1.81K +23 New
Jones Financial Companies
614
Jones Financial Companies
Missouri
$1.91K +$1.73K +22 New
PWA
615
Provenance Wealth Advisors
Florida
$1.74K +$1.57K +20 New
S
616
Sachetta
Massachusetts
$1.65K +$1.49K +19 New
PPC
617
Park Place Capital
Alabama
$1.65K – – –
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K – – –
AAP
619
Arax Advisory Partners
Colorado
$1.56K – – –
GI
620
Gradient Investments
Minnesota
$1.13K – – –
AW
621
Avion Wealth
Texas
$1K -$1.18K -15 -50%
FMP
622
Financial Management Professionals
Texas
$1K – – –
TFA
623
Transamerica Financial Advisors
Florida
$1K – – –
FBC
624
Fairfield, Bush & Co
Connecticut
$954 +$865 +11 New
LIM
625
Longfellow Investment Management
Massachusetts
$868 – – –
23 24
25
26 27

GGG Hedge Fund Activity: Q4 2023 in Review

631 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Graco (GGG) for Q4 2023, worth a combined $13B — up 23% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new GGG positions and 52 closed out — a net gain of 41 holders — while 208 added to existing stakes and 217 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $324M. The largest seller was Fiera Capital (Canada), cutting an estimated $56.1M.

  • 631 institutional investors held Graco (GGG) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $13B of Graco stock for Q4 2023, up 23% quarter-over-quarter.
  • 93 funds opened new Graco positions in Q4 2023 and 52 closed out, a net change of +41 holders.
  • The largest Graco buyer in Q4 2023 was Morgan Stanley, an estimated $324M added.
  • The largest Graco seller in Q4 2023 was Fiera Capital (Canada), an estimated $56.1M sold.

Based on aggregated 13F filings for Q4 2023.