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600 hedge funds and large institutions have $12.5B invested in Graco in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 227 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

744% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $526K

225% more funds holding in top 10

Funds holding in top 10: 413 (+9)

169% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $10.9B → $12.5B (+$1.66B)

9% more funds holding

Funds holding: 552600 (+48)

2.18% less ownership

Funds ownership: 88.9%86.72% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 227

Holders
600
Holders Change
+48
Holders Change %
+8.7%
% of All Funds
9.42%
Holding in Top 10
13
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+225%
% of All Funds
0.2%
New
78
Increased
183
Reduced
227
Closed
29
Calls
$4.44M
Puts
$526K
Net Calls
+$3.91M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.61B +$135M +1,739,458 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.41B -$34.8M -447,346 -3%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$745M -$41.2M -530,511 -6%
State Street
4
State Street
Massachusetts
$628M -$27.1M -348,160 -5%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$493M -$12M -154,376 -3%
MPI
6
Mairs & Power Inc
Minnesota
$360M -$5.97M -76,808 -2%
Morgan Stanley
7
Morgan Stanley
New York
$343M -$12.2M -156,832 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$257M +$14.8M +190,196 +7%
BBHC
9
Brown Brothers Harriman & Co
New York
$213M -$51.1M -657,858 -21%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$202M +$13.3M +170,628 +8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$201M -$3.65M -46,913 -2%
Amundi
12
Amundi
France
$190M +$76.4M +983,762 +80%
ATO
13
Alecta Tjanstepension Omsesidigt
Sweden
$181M -$179M -2,300,000 -52%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$174M -$4.7M -60,480 -3%
American Century Companies
15
American Century Companies
Missouri
$158M +$158K +2,033 +0.1%
CIP
16
Champlain Investment Partners
Vermont
$153M -$37.5M -483,065 -21%
Norges Bank
17
Norges Bank
Norway
$148M +$1.36M +17,522 +1%
Allianz Asset Management
18
Allianz Asset Management
Germany
$147M -$2.92M -37,575 -2%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$144M -$15.4M -198,065 -11%
JSP
20
Jackson Square Partners
California
$137M -$47.3M -608,400 -28%
Northern Trust
21
Northern Trust
Illinois
$130M -$2.08M -26,748 -2%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$128M +$1.53M +19,747 +1%
Fundsmith LLP
23
Fundsmith LLP
United Kingdom
$106M +$53.1M +683,317 +125%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$96.2M -$10.7M -137,086 -11%
FAM
25
Fenimore Asset Management
New York
$92.6M +$250K +3,216 +0.3%

GGG Hedge Fund Activity: Q2 2023 in Review

600 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Graco (GGG) for Q2 2023, worth a combined $12.5B — up 15% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GGG positions and 29 closed out — a net gain of 49 holders — while 183 added to existing stakes and 227 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Alecta Tjanstepension Omsesidigt, cutting an estimated $179M.

  • 600 institutional investors held Graco (GGG) as of Q2 2023, up from 552 in Q1 2023.
  • Funds reported $12.5B of Graco stock for Q2 2023, up 15% quarter-over-quarter.
  • 78 funds opened new Graco positions in Q2 2023 and 29 closed out, a net change of +49 holders.
  • The largest Graco buyer in Q2 2023 was BlackRock, an estimated $135M added.
  • The largest Graco seller in Q2 2023 was Alecta Tjanstepension Omsesidigt, an estimated $179M sold.

Based on aggregated 13F filings for Q2 2023.