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CEE

Central and Eastern Europe Fund

26 hedge funds and large institutions have $97.9M invested in Central and Eastern Europe Fund in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $93.2M → $97.9M (+$4.76M)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.21% less ownership

Funds ownership: 56.02%54.81% (-1.2%)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
12
Closed
1
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
$32.2M +$1.38M +71,405 +5%
Lazard Asset Management
2
Lazard Asset Management
New York
$26M -$806K -41,611 -3%
Wells Fargo
3
Wells Fargo
California
$14.6M +$90.5K +4,670 +0.7%
SO
4
STRS Ohio
Ohio
$7.38M
1CP
5
1607 Capital Partners
Virginia
$5.96M -$15.5K -800 -0.3%
GF
6
Gabelli Funds
New York
$3.52M
MC
7
Matisse Capital
Oregon
$2.23M -$908K -46,857 -30%
Citigroup
8
Citigroup
New York
$1.43M -$128K -6,609 -9%
SI
9
SII Investments
Wisconsin
$740K -$10.3K -530 -1%
PVWM
10
Point View Wealth Management
New Jersey
$677K -$23.2K -1,196 -4%
CL
11
CSS LLC
Illinois
$554K
MIC
12
Meridian Investment Counsel
California
$546K -$24.5K -1,262 -5%
MIM
13
Montgomery Investment Management
Maryland
$431K -$96.9K -5,000 -19%
AMI
14
Amica Mutual Insurance
Rhode Island
$429K +$224K +11,540 +124%
Morgan Stanley
15
Morgan Stanley
New York
$381K -$8.51K -439 -2%
DA
16
Doliver Advisors
Texas
$352K -$254K -13,127 -43%
KLI
17
Kelman-Lazarov Inc
Tennessee
$130K +$122K +6,300 New
Bank of America
18
Bank of America
North Carolina
$90K -$20.5K -1,060 -19%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$76K
UBS Group
20
UBS Group
Switzerland
$49K -$34.2K -1,766 -42%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$37K
APFBOT
22
Amica Pension Fund Board of Trustees
Rhode Island
$29K +$15.3K +788 +125%
Creative Planning
23
Creative Planning
Kansas
$16K
Barclays
24
Barclays
United Kingdom
$14K
ARMT
25
Amica Retiree Medical Trust
Rhode Island
$4K +$2.31K +119 +121%

CEE Hedge Fund Activity: Q4 2016 in Review

26 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q4 2016, worth a combined $97.9M — up 5.1% from $93.2M a quarter earlier.

Fund positioning in CEE was balanced in Q4 2016: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 12 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.38M. The largest seller was Gramercy Funds Management, exiting entirely with an estimated $1.55M sold.

  • 26 institutional investors held Central and Eastern Europe Fund (CEE) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $97.9M of Central and Eastern Europe Fund stock for Q4 2016, up 5.1% quarter-over-quarter.
  • 1 fund opened new Central and Eastern Europe Fund positions in Q4 2016 and 1 closed out, a net change of 0 holders.
  • The largest Central and Eastern Europe Fund buyer in Q4 2016 was City of London Investment Management, an estimated $1.38M added.
  • The largest Central and Eastern Europe Fund seller in Q4 2016 was Gramercy Funds Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2016.