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GRFS

Grifois

184 hedge funds and large institutions have $2.54B invested in Grifois in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.25M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.34% more ownership

Funds ownership: 48.02%48.36% (+0.34%)

5% less funds holding

Funds holding: 193184 (-9)

13% less capital invested

Capital invested by funds: $2.92B → $2.54B (-$380M)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

Holders
184
Holders Change
-9
Holders Change %
-4.66%
% of All Funds
4.05%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
27
Increased
58
Reduced
71
Closed
32
Calls
$1.54M
Puts
$1.25M
Net Calls
+$287K
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AKO Capital
United Kingdom
$267M +$18.7M +835,287 +7%
CS
2
Credit Suisse
Switzerland
$267M +$26.1M +1,163,476 +10%
Fidelity International
3
Fidelity International
Bermuda
$248M +$736K +32,876 +0.3%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$156M -$55M -2,453,454 -24%
TGHSA
5
TPG Group Holdings (SBS) Advisors
Texas
$92.5M +$59.1M +2,636,372 +135%
Capital Research Global Investors
6
Capital Research Global Investors
California
$87.8M +$170K +7,595 +0.2%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$80.6M +$37.2M +1,662,872 +70%
BCIM
8
Black Creek Investment Management
Ontario, Canada
$66.1M -$18.1M -807,493 -20%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$64M +$71.1M +3,175,697 New
FCM
10
Farallon Capital Management
California
$62.7M
Ameriprise
11
Ameriprise
Minnesota
$62.1M -$32.6M -1,454,904 -32%
Norges Bank
12
Norges Bank
Norway
$60.7M
WA
13
Whitebox Advisors
Minnesota
$53.9M +$8.55M +381,486 +17%
NC
14
Nitorum Capital
New York
$53.6M +$59.6M +2,660,784 New
Millennium Management
15
Millennium Management
New York
$52.5M -$36.8M -1,641,545 -39%
First Trust Advisors
16
First Trust Advisors
Illinois
$48.5M -$904K -40,356 -2%
SFM
17
Soros Fund Management
New York
$46.9M +$5.57M +248,713 +12%
UBS AM
18
UBS AM
Illinois
$45M -$17.6M -784,900 -26%
AI
19
Axiom Investors
Connecticut
$44.3M +$15.1M +672,944 +44%
Impax Asset Management Group
20
Impax Asset Management Group
United Kingdom
$40.5M +$28.7M +1,279,698 +175%
Bank of America
21
Bank of America
North Carolina
$36.4M +$14.2M +632,099 +54%
AC
22
Amia Capital
United Kingdom
$36.3M -$7.93M -354,050 -16%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$24.6M +$2.13K +95 +0%
Morgan Stanley
24
Morgan Stanley
New York
$24.2M -$36.1M -1,611,934 -57%
BMO
25
Beck Mack & Oliver
New York
$22.8M -$660K -29,480 -3%

GRFS Hedge Fund Activity: Q1 2020 in Review

184 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Grifois (GRFS) for Q1 2020, worth a combined $2.54B — down 13% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of GRFS and 27 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 58 added.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $71.1M. The largest seller was Pictet Asset Management (UK), cutting an estimated $55M.

  • 184 institutional investors held Grifois (GRFS) as of Q1 2020, down from 193 in Q4 2019.
  • Funds reported $2.54B of Grifois stock for Q1 2020, down 13% quarter-over-quarter.
  • 27 funds opened new Grifois positions in Q1 2020 and 32 closed out, a net change of -5 holders.
  • The largest Grifois buyer in Q1 2020 was Baillie Gifford & Co, an estimated $71.1M added.
  • The largest Grifois seller in Q1 2020 was Pictet Asset Management (UK), an estimated $55M sold.

Based on aggregated 13F filings for Q1 2020.