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CEE

Central and Eastern Europe Fund

25 hedge funds and large institutions have $116M invested in Central and Eastern Europe Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $103M → $116M (+$13.1M)

1.94% more ownership

Funds ownership: 60.96%62.89% (+1.9%)

0% more funds holding

Funds holding: 2525 (0)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
6
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
$41.7M +$934K +36,703 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$30.4M +$3.3M +129,671 +13%
Wells Fargo
3
Wells Fargo
California
$18.4M +$28.8K +1,131 +0.2%
1CP
4
1607 Capital Partners
Virginia
$8.84M +$127K +5,000 +2%
SO
5
STRS Ohio
Ohio
$6.94M
GF
6
Gabelli Funds
New York
$4.67M -$139K -5,460 -3%
UCI
7
Uncommon Cents Investing
Wisconsin
$1.14M -$18.4K -723 -2%
PVWM
8
Point View Wealth Management
New Jersey
$821K
CL
9
CSS LLC
Illinois
$744K
MIC
10
Meridian Investment Counsel
California
$717K
Morgan Stanley
11
Morgan Stanley
New York
$413K
MC
12
Matisse Capital
Oregon
$325K -$1.15M -45,000 -79%
MIM
13
Montgomery Investment Management
Maryland
$315K -$73.4K -2,885 -20%
UBS Group
14
UBS Group
Switzerland
$203K -$1.12K -44 -0.6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$100K
SBL
16
Sargent Bickham Lagudis
Colorado
$71K
WAM
17
Wolverine Asset Management
Illinois
$69K +$64.7K +2,543 New
Bank of America
18
Bank of America
North Carolina
$62K
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$49K
BL
20
Balentine LLC
Georgia
$27K +$25.5K +1,000 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K
Barclays
22
Barclays
United Kingdom
$19K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$6K
WT
24
Whittier Trust
California
-$189K -7,856 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$9.09K -357 -95%

CEE Hedge Fund Activity: Q2 2019 in Review

25 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q2 2019, worth a combined $116M — up 13% from $103M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CEE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $3.3M. The largest seller was Matisse Capital, cutting an estimated $1.15M.

  • 25 institutional investors held Central and Eastern Europe Fund (CEE) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $116M of Central and Eastern Europe Fund stock for Q2 2019, up 13% quarter-over-quarter.
  • 2 funds opened new Central and Eastern Europe Fund positions in Q2 2019 and 1 closed out, a net change of +1 holder.
  • The largest Central and Eastern Europe Fund buyer in Q2 2019 was Lazard Asset Management, an estimated $3.3M added.
  • The largest Central and Eastern Europe Fund seller in Q2 2019 was Matisse Capital, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2019.