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CEE

Central and Eastern Europe Fund

26 hedge funds and large institutions have $124M invested in Central and Eastern Europe Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

11% more capital invested

Capital invested by funds: $111M → $124M (+$12.4M)

8% more funds holding

Funds holding: 2426 (+2)

1.56% more ownership

Funds ownership: 63.11%64.67% (+1.6%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
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
$44.1M +$92K +3,374 +0.2%
Lazard Asset Management
2
Lazard Asset Management
New York
$31.4M -$234K -8,575 -0.8%
Wells Fargo
3
Wells Fargo
California
$18.2M +$22.5K +824 +0.1%
1CP
4
1607 Capital Partners
Virginia
$9.42M +$218K +8,000 +2%
SO
5
STRS Ohio
Ohio
$7.22M
GF
6
Gabelli Funds
New York
$4.13M -$695K -25,500 -15%
CA
7
Cornerstone Advisors
North Carolina
$3.11M +$3M +110,041 New
UCI
8
Uncommon Cents Investing
Wisconsin
$1.19M
CL
9
CSS LLC
Illinois
$774K
LCM
10
Legato Capital Management
California
$771K +$743K +27,261 New
PVWM
11
Point View Wealth Management
New Jersey
$739K -$4.28K -157 -0.6%
MIC
12
Meridian Investment Counsel
California
$721K -$16.8K -616 -2%
Morgan Stanley
13
Morgan Stanley
New York
$426K -$682 -25 -0.2%
WAM
14
Wolverine Asset Management
Illinois
$382K +$21.4K +784 +6%
MIM
15
Montgomery Investment Management
Maryland
$329K
MC
16
Matisse Capital
Oregon
$299K -$38.4K -1,407 -12%
UBS Group
17
UBS Group
Switzerland
$175K +$2.75K +101 +2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$104K
Bank of America
19
Bank of America
North Carolina
$101K +$35.4K +1,297 +57%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$89K +$37.1K +1,360 +76%
SBL
21
Sargent Bickham Lagudis
Colorado
$72K +$9.16K +336 +15%
Barclays
22
Barclays
United Kingdom
$20K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$6K
MA
24
MCF Advisors
Kentucky
$4K +$3.87K +142 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3K

CEE Hedge Fund Activity: Q4 2019 in Review

26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q4 2019, worth a combined $124M — up 11% from $111M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CEE positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Legato Capital Management, opening a new position worth an estimated $743K. The largest seller was Gabelli Funds, cutting an estimated $695K.

  • 26 institutional investors held Central and Eastern Europe Fund (CEE) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $124M of Central and Eastern Europe Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 3 funds opened new Central and Eastern Europe Fund positions in Q4 2019 and 1 closed out, a net change of +2 holders.
  • The largest Central and Eastern Europe Fund buyer in Q4 2019 was Legato Capital Management, an estimated $743K added.
  • The largest Central and Eastern Europe Fund seller in Q4 2019 was Gabelli Funds, an estimated $695K sold.

Based on aggregated 13F filings for Q4 2019.