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CEE

Central and Eastern Europe Fund

21 hedge funds and large institutions have $16.6M invested in Central and Eastern Europe Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1921 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.48% less ownership

Funds ownership: 31.47%30.99% (-0.48%)

7% less capital invested

Capital invested by funds: $17.7M → $16.6M (-$1.16M)

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
1
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGIC
1
Continental General Insurance Company
Texas
$5.02M -$371K -41,116 -7%
WCM
2
Whitefort Capital Management
New York
$4.38M -$494K -54,741 -10%
MAP
3
Madison Avenue Partners
New York
$1.81M
GF
4
Gabelli Funds
New York
$1.2M -$72.3K -8,000 -5%
NFG
5
Nations Financial Group
Iowa
$993K +$40.6K +4,500 +4%
Stifel Financial
6
Stifel Financial
Missouri
$935K -$14.3K -1,581 -1%
UCI
7
Uncommon Cents Investing
Wisconsin
$704K -$5.42K -600 -0.7%
SAM
8
Simplify Asset Management
Nevada
$335K +$352K +38,957 New
MC
9
Matisse Capital
Oregon
$292K
BI
10
Bulldog Investors
New Jersey
$283K +$297K +32,849 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$209K
AC
12
Annandale Capital
Texas
$180K
Belvedere Trading
13
Belvedere Trading
Illinois
$120K
Morgan Stanley
14
Morgan Stanley
New York
$96.8K
GI
15
Gradient Investments
Minnesota
$6.02K +$6.32K +700 New
Barclays
16
Barclays
United Kingdom
$5.54K
UB
17
UMB Bank
Missouri
$4.16K
UBS Group
18
UBS Group
Switzerland
$2.1K -$8.26K -914 -79%
TRCT
19
Tower Research Capital (TRC)
New York
$860 +$903 +100 New
Wells Fargo
20
Wells Fargo
California
$4 -$849 -94 -99%
HCM
21
Hollencrest Capital Management
California
-$1.02K -113 Closed
Bank of America
22
Bank of America
North Carolina
-$36 -4 Closed

CEE Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Central and Eastern Europe Fund (CEE) for Q3 2023, worth a combined $16.6M — down 6.5% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CEE positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 7 trimmed.

The largest buyer was Simplify Asset Management, opening a new position worth an estimated $352K. The largest seller was Whitefort Capital Management, cutting an estimated $494K.

  • 21 institutional investors held Central and Eastern Europe Fund (CEE) as of Q3 2023, up from 19 in Q2 2023.
  • Funds reported $16.6M of Central and Eastern Europe Fund stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 4 funds opened new Central and Eastern Europe Fund positions in Q3 2023 and 2 closed out, a net change of +2 holders.
  • The largest Central and Eastern Europe Fund buyer in Q3 2023 was Simplify Asset Management, an estimated $352K added.
  • The largest Central and Eastern Europe Fund seller in Q3 2023 was Whitefort Capital Management, an estimated $494K sold.

Based on aggregated 13F filings for Q3 2023.