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GRFS

Grifois

130 hedge funds and large institutions have $908M invested in Grifois in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $37.4M | Put options by funds: $7.43M

4.16% more ownership

Funds ownership: 47.84%52% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 142130 (-12)

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

37% less capital invested

Capital invested by funds: $1.45B → $908M (-$537M)

Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
35
Reduced
51
Closed
35
Calls
$37.4M
Puts
$7.43M
Net Calls
+$30M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$139M +$7.51M +961,700 +5%
BIP
2
Brandes Investment Partners
California
$114M +$28.1M +3,598,855 +27%
Millennium Management
3
Millennium Management
New York
$95.9M -$10.8M -1,385,753 -9%
PIP
4
Permian Investment Partners
Texas
$85.8M +$100M +12,839,299 New
BCIM
5
Black Creek Investment Management
Ontario, Canada
$76.5M +$17.2M +2,206,541 +24%
FFL
6
Flat Footed LLC
Wyoming
$47M -$2.51M -321,899 -4%
AC
7
Armistice Capital
New York
$44.4M +$51.9M +6,648,000 New
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$42.6M -$6.04M -773,755 -11%
Bank of America
9
Bank of America
North Carolina
$35.1M +$8.15M +1,043,640 +25%
Harris Associates
10
Harris Associates
Illinois
$25.8M +$8.6M +1,101,500 +40%
Goldman Sachs
11
Goldman Sachs
New York
$21.1M +$18.1M +2,323,021 +276%
Norges Bank
12
Norges Bank
Norway
$15.1M
BlackRock
13
BlackRock
New York
$15M +$1.42M +182,412 +9%
SEI Investments
14
SEI Investments
Pennsylvania
$14.1M +$835K +107,000 +5%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$13.7M
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$13.5M +$15.8M +2,018,203 New
Morgan Stanley
17
Morgan Stanley
New York
$12.6M -$31.9M -4,085,900 -68%
WA
18
Whitebox Advisors
Minnesota
$12.4M -$14.2M -1,822,812 -50%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$9.96M -$2.55M -327,100 -18%
JP Morgan Chase
20
JP Morgan Chase
New York
$7.03M -$6.57M -841,504 -44%
RL
21
Ruffer LLP
United Kingdom
$5.68M -$1.77M -226,315 -21%
Capital Research Global Investors
22
Capital Research Global Investors
California
$5.3M -$27.6M -3,537,532 -82%
UBS Group
23
UBS Group
Switzerland
$3.87M +$3.98M +509,819 +740%
Barclays
24
Barclays
United Kingdom
$3.82M +$1.49M +190,307 +50%
Wells Fargo
25
Wells Fargo
California
$3.62M +$198K +25,374 +5%

GRFS Hedge Fund Activity: Q1 2024 in Review

130 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Grifois (GRFS) for Q1 2024, worth a combined $908M — down 37% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of GRFS and 24 opened new positions — a net loss of 11 holders — while 51 trimmed existing stakes and 35 added.

The largest buyer was Permian Investment Partners, opening a new position worth an estimated $100M. The largest seller was First Trust Advisors, exiting entirely with an estimated $54.2M sold.

  • 130 institutional investors held Grifois (GRFS) as of Q1 2024, down from 142 in Q4 2023.
  • Funds reported $908M of Grifois stock for Q1 2024, down 37% quarter-over-quarter.
  • 24 funds opened new Grifois positions in Q1 2024 and 35 closed out, a net change of -11 holders.
  • The largest Grifois buyer in Q1 2024 was Permian Investment Partners, an estimated $100M added.
  • The largest Grifois seller in Q1 2024 was First Trust Advisors, an estimated $54.2M sold.

Based on aggregated 13F filings for Q1 2024.