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CEE

Central and Eastern Europe Fund

22 hedge funds and large institutions have $78.1M invested in Central and Eastern Europe Fund in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

0.74% more ownership

Funds ownership: 64.67%65.41% (+0.74%)

15% less funds holding

Funds holding: 2622 (-4)

37% less capital invested

Capital invested by funds: $124M → $78.1M (-$45.8M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
7
Closed
4
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
$28M +$332K +13,545 +0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
$20.1M +$899K +36,700 +3%
Wells Fargo
3
Wells Fargo
California
$11.4M +$134K +5,488 +0.9%
1CP
4
1607 Capital Partners
Virginia
$5.75M -$130K -5,300 -2%
SO
5
STRS Ohio
Ohio
$4.48M
GF
6
Gabelli Funds
New York
$2.7M +$189K +7,706 +5%
CA
7
Cornerstone Advisors
North Carolina
$1.53M -$556K -22,701 -21%
MC
8
Matisse Capital
Oregon
$1.01M +$1.15M +46,848 +444%
UCI
9
Uncommon Cents Investing
Wisconsin
$819K +$113K +4,605 +11%
LCM
10
Legato Capital Management
California
$503K +$35.2K +1,437 +5%
CL
11
CSS LLC
Illinois
$457K -$32K -1,305 -5%
PVWM
12
Point View Wealth Management
New Jersey
$434K -$32.6K -1,331 -5%
MIC
13
Meridian Investment Counsel
California
$434K -$18.3K -748 -3%
Morgan Stanley
14
Morgan Stanley
New York
$267K +$4.53K +185 +1%
Bank of America
15
Bank of America
North Carolina
$72K +$13.7K +558 +16%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$66K
UBS Group
17
UBS Group
Switzerland
$20K -$123K -5,025 -81%
Barclays
18
Barclays
United Kingdom
$12K
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$4K -$71.7K -2,928 -93%
Osaic Holdings
20
Osaic Holdings
Arizona
$4K +$5.34K +218 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2K
WAM
22
Wolverine Asset Management
Illinois
-$382K -13,501 Closed
MIM
23
Montgomery Investment Management
Maryland
-$329K -11,613 Closed
SBL
24
Sargent Bickham Lagudis
Colorado
-$72K -2,551 Closed
MA
25
MCF Advisors
Kentucky
-$4K -142 Closed

CEE Hedge Fund Activity: Q1 2020 in Review

22 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q1 2020, worth a combined $78.1M — down 37% from $124M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CEE and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Matisse Capital, adding an estimated $1.15M. The largest seller was Cornerstone Advisors, cutting an estimated $556K.

  • 22 institutional investors held Central and Eastern Europe Fund (CEE) as of Q1 2020, down from 26 in Q4 2019.
  • Funds reported $78.1M of Central and Eastern Europe Fund stock for Q1 2020, down 37% quarter-over-quarter.
  • 1 fund opened new Central and Eastern Europe Fund positions in Q1 2020 and 4 closed out, a net change of -3 holders.
  • The largest Central and Eastern Europe Fund buyer in Q1 2020 was Matisse Capital, an estimated $1.15M added.
  • The largest Central and Eastern Europe Fund seller in Q1 2020 was Cornerstone Advisors, an estimated $556K sold.

Based on aggregated 13F filings for Q1 2020.