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CEE

Central and Eastern Europe Fund

27 hedge funds and large institutions have $108M invested in Central and Eastern Europe Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.74% less ownership

Funds ownership: 58.75%54.01% (-4.7%)

7% less funds holding

Funds holding: 2927 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

23% less capital invested

Capital invested by funds: $140M → $108M (-$32.4M)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
16
Closed
5
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
$36.6M -$4.44M -200,078 -10%
Lazard Asset Management
2
Lazard Asset Management
New York
$30.5M -$4.54M -204,291 -12%
Wells Fargo
3
Wells Fargo
California
$10.1M +$1.6M +72,248 +16%
SO
4
STRS Ohio
Ohio
$7.55M -$412K -18,569 -5%
1CP
5
1607 Capital Partners
Virginia
$5.89M -$160K -7,193 -2%
GFM
6
Gramercy Funds Management
Connecticut
$4.59M -$110K -4,934 -2%
GF
7
Gabelli Funds
New York
$3.68M -$211K -9,483 -5%
RCM
8
Rivernorth Capital Management
Florida
$2.94M -$161K -7,242 -5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.14M -$62.2K -2,801 -5%
MIM
10
Montgomery Investment Management
Maryland
$1.05M +$440K +19,830 +59%
CL
11
CSS LLC
Illinois
$788K +$3.51K +158 +0.4%
MIC
12
Meridian Investment Counsel
California
$608K -$72.5K -3,266 -10%
TC
13
TFS Capital
Pennsylvania
$523K +$588K +26,450 New
SI
14
SII Investments
Wisconsin
$515K -$51.3K -2,309 -8%
Morgan Stanley
15
Morgan Stanley
New York
$425K +$11.8K +532 +3%
VKH
16
Virtu KCG Holdings
New York
$255K +$287K +12,907 New
SG Americas Securities
17
SG Americas Securities
New York
$250K +$280K +12,615 New
Bank of America
18
Bank of America
North Carolina
$106K +$12.8K +577 +12%
UBS Group
19
UBS Group
Switzerland
$95K +$106K +4,780 New
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$82K -$4.46K -201 -5%
Citigroup
21
Citigroup
New York
$31K +$3.78K +170 +17%
Canada Life
22
Canada Life
Manitoba, Canada
$29K -$1.33K -60 -5%
Creative Planning
23
Creative Planning
Kansas
$14K -$12K -542 -43%
TRCT
24
Tower Research Capital (TRC)
New York
$13K +$10K +451 +198%
AIG
25
American International Group
New York
$752 -$44 -2 -5%

CEE Hedge Fund Activity: Q4 2014 in Review

27 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q4 2014, worth a combined $108M — down 23% from $140M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CEE and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 7 added.

The largest buyer was Wells Fargo, adding an estimated $1.6M. The largest seller was Lazard Asset Management, cutting an estimated $4.54M.

  • 27 institutional investors held Central and Eastern Europe Fund (CEE) as of Q4 2014, down from 29 in Q3 2014.
  • Funds reported $108M of Central and Eastern Europe Fund stock for Q4 2014, down 23% quarter-over-quarter.
  • 4 funds opened new Central and Eastern Europe Fund positions in Q4 2014 and 5 closed out, a net change of -1 holder.
  • The largest Central and Eastern Europe Fund buyer in Q4 2014 was Wells Fargo, an estimated $1.6M added.
  • The largest Central and Eastern Europe Fund seller in Q4 2014 was Lazard Asset Management, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2014.