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CEE

Central and Eastern Europe Fund

29 hedge funds and large institutions have $140M invested in Central and Eastern Europe Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.05% less ownership

Funds ownership: 61.8%58.75% (-3%)

12% less funds holding

Funds holding: 3329 (-4)

22% less capital invested

Capital invested by funds: $179M → $140M (-$38.5M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
10
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$48.5M -$10.3M -393,050 -16%
Lazard Asset Management
2
Lazard Asset Management
New York
$41.3M -$6.08M -232,863 -12%
Wells Fargo
3
Wells Fargo
California
$10.4M +$1.43M +54,853 +14%
SO
4
STRS Ohio
Ohio
$9.46M -$570K -21,857 -5%
1CP
5
1607 Capital Partners
Virginia
$7.22M -$214K -8,189 -3%
GFM
6
Gramercy Funds Management
Connecticut
$5.61M +$1.52M +58,171 +33%
GF
7
Gabelli Funds
New York
$4.63M -$440K -16,857 -8%
RCM
8
Rivernorth Capital Management
Florida
$3.69M -$270K -10,354 -6%
WAM
9
Wolverine Asset Management
Illinois
$2.37M +$1.46M +56,066 +127%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.43M +$792K +30,352 +101%
CL
11
CSS LLC
Illinois
$940K +$256K +9,796 +33%
MIC
12
Meridian Investment Counsel
California
$806K -$30K -1,148 -3%
MIM
13
Montgomery Investment Management
Maryland
$790K -$95.2K -3,648 -10%
SI
14
SII Investments
Wisconsin
$670K +$197K +7,561 +37%
DA
15
Doliver Advisors
Texas
$512K +$564K +21,612 New
Morgan Stanley
16
Morgan Stanley
New York
$496K +$20.7K +792 +4%
CA
17
Cornerstone Advisors
North Carolina
$291K +$321K +12,298 New
BI
18
Bulldog Investors
New Jersey
$260K -$22.7K -871 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$216K +$226K +8,676 +1,915%
EGA
20
Eagle Global Advisors
Texas
$210K -$18.3K -701 -7%
U
21
UBS
Switzerland
$119K -$10.4K -397 -7%
Bank of America
22
Bank of America
North Carolina
$114K -$20.9K -802 -14%
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$102K -$8.9K -341 -7%
Canada Life
24
Canada Life
Manitoba, Canada
$32K
Creative Planning
25
Creative Planning
Kansas
$30K +$3.16K +121 +11%

CEE Hedge Fund Activity: Q3 2014 in Review

29 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q3 2014, worth a combined $140M — down 22% from $179M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CEE and 2 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 10 added.

The largest buyer was Gramercy Funds Management, adding an estimated $1.52M. The largest seller was City of London Investment Management, cutting an estimated $10.3M.

  • 29 institutional investors held Central and Eastern Europe Fund (CEE) as of Q3 2014, down from 33 in Q2 2014.
  • Funds reported $140M of Central and Eastern Europe Fund stock for Q3 2014, down 22% quarter-over-quarter.
  • 2 funds opened new Central and Eastern Europe Fund positions in Q3 2014 and 6 closed out, a net change of -4 holders.
  • The largest Central and Eastern Europe Fund buyer in Q3 2014 was Gramercy Funds Management, an estimated $1.52M added.
  • The largest Central and Eastern Europe Fund seller in Q3 2014 was City of London Investment Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2014.