European Equity Fund
27 hedge funds and large institutions have $33.7M invested in European Equity Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
13% more capital invested
Capital invested by funds: $29.8M → $33.7M (+$3.86M)
2.01% more ownership
Funds ownership: 53.81% → 55.82% (+2%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$900K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$148K |
| 3 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$135K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$107K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$94.6K |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$49K |
| 3 |
LPL Financial
San Diego,
California
|
-$8.33K |
| 4 |
JP Morgan Chase
New York
|
-$1.95K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$1.66K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $389 | – | – | – |
|
27
Citigroup
New York
| $43 | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$94.6K | -11,900 | Closed |
|
|
29
JP Morgan Chase
New York
| – | -$1.95K | -245 | Closed |
|
EEA Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in European Equity Fund (EEA) for Q4 2023, worth a combined $33.7M — up 13% from $29.8M a quarter earlier.
Fund positioning in EEA was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $900K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $94.6K sold.
- 27 institutional investors held European Equity Fund (EEA) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $33.7M of European Equity Fund stock for Q4 2023, up 13% quarter-over-quarter.
- 2 funds opened new European Equity Fund positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest European Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $900K added.
- The largest European Equity Fund seller in Q4 2023 was Susquehanna International Group, an estimated $94.6K sold.
Based on aggregated 13F filings for Q4 2023.