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GMS

GMS Inc

Delisted

GMS was delisted on the 3rd of September, 2025.

238 hedge funds and large institutions have $2.36B invested in GMS Inc in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,621% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $1.87M

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

23% more capital invested

Capital invested by funds: $1.92B → $2.36B (+$438M)

4% more funds holding

Funds holding: 229238 (+9)

1% more ownership

Funds ownership: 98.62%99.62% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
238
Holders Change
+9
Holders Change %
+3.93%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
78
Reduced
92
Closed
25
Calls
$32.2M
Puts
$1.87M
Net Calls
+$30.3M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$398M -$20.2M -357,107 -5%
CCM
2
Coliseum Capital Management
Connecticut
$367M
Vanguard Group
3
Vanguard Group
Pennsylvania
$325M +$1.29M +22,707 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$148M +$2.3M +40,521 +2%
American Century Companies
5
American Century Companies
Missouri
$110M +$10.3M +181,514 +11%
State Street
6
State Street
Massachusetts
$92.4M +$410K +7,235 +0.5%
Pzena Investment Management
7
Pzena Investment Management
New York
$54.7M -$3.63M -64,007 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$52.9M -$20.6M -363,559 -28%
Federated Hermes
9
Federated Hermes
Pennsylvania
$46.3M +$7.76M +136,975 +21%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$45M +$1.4M +24,791 +3%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$35.7M +$11.6M +204,595 +50%
JP Morgan Chase
12
JP Morgan Chase
New York
$35.5M +$6.24M +110,185 +22%
Northern Trust
13
Northern Trust
Illinois
$32.4M +$102K +1,805 +0.3%
Charles Schwab
14
Charles Schwab
California
$31.2M +$609K +10,746 +2%
SCM
15
Scopia Capital Management
New York
$30.6M -$219K -3,865 -0.7%
RP
16
Reinhart Partners
Wisconsin
$28.9M -$139K -2,448 -0.5%
Morgan Stanley
17
Morgan Stanley
New York
$28.6M -$1.67M -29,529 -6%
Prudential Financial
18
Prudential Financial
New Jersey
$26.6M -$4.43M -78,195 -15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$24.5M -$994K -17,553 -4%
Invesco
20
Invesco
Georgia
$23.1M +$3.8M +67,133 +20%
RRAM
21
River Road Asset Management
Kentucky
$21.6M -$1.06M -18,758 -5%
LC
22
Littlejohn & Co
Connecticut
$20.3M -$19.7M -348,091 -50%
Goldman Sachs
23
Goldman Sachs
New York
$16.7M +$7.66M +135,142 +89%
SEI Investments
24
SEI Investments
Pennsylvania
$16.4M +$164K +2,901 +1%
Principal Financial Group
25
Principal Financial Group
Iowa
$15M -$644K -11,361 -4%

GMS Hedge Fund Activity: Q1 2023 in Review

238 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in GMS Inc (GMS) for Q1 2023, worth a combined $2.36B — up 23% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new GMS positions and 25 closed out — a net gain of 11 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $25.4M. The largest seller was Fidelity Investments, cutting an estimated $20.6M.

  • 238 institutional investors held GMS Inc (GMS) as of Q1 2023, up from 229 in Q4 2022.
  • Funds reported $2.36B of GMS Inc stock for Q1 2023, up 23% quarter-over-quarter.
  • 36 funds opened new GMS Inc positions in Q1 2023 and 25 closed out, a net change of +11 holders.
  • The largest GMS Inc buyer in Q1 2023 was Envestnet Asset Management, an estimated $25.4M added.
  • The largest GMS Inc seller in Q1 2023 was Fidelity Investments, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2023.