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Gibraltar Industries

114 hedge funds and large institutions have $483M invested in Gibraltar Industries in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $411M → $483M (+$71.7M)

13% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 40

3% less funds holding

Funds holding: 117114 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
45
Reduced
40
Closed
7
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$55.9M +$523K +35,400 +1%
ACM
2
Archer Capital Management
New York
$43.9M +$2.37M +160,288 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.9M +$192K +12,954 +0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$38.2M +$373K +25,200 +1%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$32.7M -$1.15M -77,701 -4%
Pzena Investment Management
6
Pzena Investment Management
New York
$30.2M +$2.69M +182,164 +11%
BFA
7
BlackRock Fund Advisors
California
$28.2M +$2.66M +180,008 +12%
RA
8
Royce & Associates
New York
$20.6M +$909K +61,500 +5%
Northern Trust
9
Northern Trust
Illinois
$18.7M +$105K +7,080 +0.6%
Vanguard Group
10
Vanguard Group
Pennsylvania
$18.6M +$423K +28,576 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$15.8M -$225K -15,203 -2%
BIT
12
BlackRock Institutional Trust
California
$14M -$116K -7,850 -0.9%
State Street
13
State Street
Massachusetts
$9.52M -$105K -7,070 -1%
Ameriprise
14
Ameriprise
Minnesota
$7.04M -$1.33M -90,138 -17%
Norges Bank
15
Norges Bank
Norway
$6.14M +$1.51M +101,958 +37%
HA
16
Heartland Advisors
Wisconsin
$5.69M +$2.22M +150,000 +75%
AAM
17
Aberdeen Asset Management
United Kingdom
$5.59M +$1.97M +133,000 +63%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.53M -$36.6K -2,477 -0.7%
RR
19
Robotti Robert
$3.77M -$18.1K -1,225 -0.5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.17M +$25K +1,688 +0.9%
MSA
21
Mason Street Advisors
Wisconsin
$3.04M +$1.54K +104 +0.1%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.85M -$141K -9,511 -5%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.83M +$241K +16,300 +10%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$2.8M -$51.8K -3,500 -2%
BCM
25
Bridgeway Capital Management
Texas
$2.71M

ROCK Hedge Fund Activity: Q4 2014 in Review

114 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Gibraltar Industries (ROCK) for Q4 2014, worth a combined $483M — up 17% from $411M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ROCK and 6 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 45 added.

The largest buyer was Pzena Investment Management, adding an estimated $2.69M. The largest seller was Sagard Capital Partners Management, exiting entirely with an estimated $12.3M sold.

  • 114 institutional investors held Gibraltar Industries (ROCK) as of Q4 2014, down from 117 in Q3 2014.
  • Funds reported $483M of Gibraltar Industries stock for Q4 2014, up 17% quarter-over-quarter.
  • 6 funds opened new Gibraltar Industries positions in Q4 2014 and 7 closed out, a net change of -1 holder.
  • The largest Gibraltar Industries buyer in Q4 2014 was Pzena Investment Management, an estimated $2.69M added.
  • The largest Gibraltar Industries seller in Q4 2014 was Sagard Capital Partners Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2014.