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CEE

Central and Eastern Europe Fund

22 hedge funds and large institutions have $91.1M invested in Central and Eastern Europe Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 68.29%68.75% (+0.46%)

5% less capital invested

Capital invested by funds: $95.7M → $91.1M (-$4.59M)

4% less funds holding

Funds holding: 2322 (-1)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
9
Closed
2
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
$33.1M +$716K +33,571 +2%
Lazard Asset Management
2
Lazard Asset Management
New York
$23.8M -$204K -9,585 -0.8%
Wells Fargo
3
Wells Fargo
California
$14.2M +$504K +23,654 +3%
1CP
4
1607 Capital Partners
Virginia
$6.48M -$25.6K -1,200 -0.4%
SO
5
STRS Ohio
Ohio
$5.01M
GF
6
Gabelli Funds
New York
$2.98M
CA
7
Cornerstone Advisors
North Carolina
$1.44M -$44.2K -2,073 -3%
MC
8
Matisse Capital
Oregon
$1.04M -$76.7K -3,600 -6%
UCI
9
Uncommon Cents Investing
Wisconsin
$987K +$69.9K +3,279 +7%
PVWM
10
Point View Wealth Management
New Jersey
$483K -$2.77K -130 -0.5%
CL
11
CSS LLC
Illinois
$480K -$12.9K -603 -2%
MIC
12
Meridian Investment Counsel
California
$437K -$43.9K -2,058 -8%
Morgan Stanley
13
Morgan Stanley
New York
$329K -$597 -28 -0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$196K +$213K +10,000 New
WAM
15
Wolverine Asset Management
Illinois
$90K +$23.4K +1,096 +31%
Bank of America
16
Bank of America
North Carolina
$74K -$6.86K -322 -8%
UBS Group
17
UBS Group
Switzerland
$34K +$8.29K +389 +28%
Barclays
18
Barclays
United Kingdom
$17K
TRCT
19
Tower Research Capital (TRC)
New York
$6K +$597 +28 +10%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$4K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2K
LCM
22
Legato Capital Management
California
-$445K -21,324 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$2K -117 Closed

CEE Hedge Fund Activity: Q3 2020 in Review

22 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q3 2020, worth a combined $91.1M — down 4.8% from $95.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CEE and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.

The largest buyer was City of London Investment Management, adding an estimated $716K. The largest seller was Legato Capital Management, exiting entirely with an estimated $445K sold.

  • 22 institutional investors held Central and Eastern Europe Fund (CEE) as of Q3 2020, down from 23 in Q2 2020.
  • Funds reported $91.1M of Central and Eastern Europe Fund stock for Q3 2020, down 4.8% quarter-over-quarter.
  • 1 fund opened new Central and Eastern Europe Fund positions in Q3 2020 and 2 closed out, a net change of -1 holder.
  • The largest Central and Eastern Europe Fund buyer in Q3 2020 was City of London Investment Management, an estimated $716K added.
  • The largest Central and Eastern Europe Fund seller in Q3 2020 was Legato Capital Management, an estimated $445K sold.

Based on aggregated 13F filings for Q3 2020.