European Equity Fund
25 hedge funds and large institutions have $30.1M invested in European Equity Fund in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $28.6M → $30.1M (+$1.52M)
1.87% more ownership
Funds ownership: 36.49% → 38.36% (+1.9%)
4% less funds holding
Funds holding: 26 → 25 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.42M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$910K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$251K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$146K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$98.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$1.26M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$95K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$61.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$53.8K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$48.1K |
EEA Hedge Fund Activity: Q4 2014 in Review
25 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in European Equity Fund (EEA) for Q4 2014, worth a combined $30.1M — up 5.3% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EEA positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.42M. The largest seller was Lazard Asset Management, cutting an estimated $1.26M.
- 25 institutional investors held European Equity Fund (EEA) as of Q4 2014, down from 26 in Q3 2014.
- Funds reported $30.1M of European Equity Fund stock for Q4 2014, up 5.3% quarter-over-quarter.
- 2 funds opened new European Equity Fund positions in Q4 2014 and 1 closed out, a net change of +1 holder.
- The largest European Equity Fund buyer in Q4 2014 was Karpus Investment Management, an estimated $1.42M added.
- The largest European Equity Fund seller in Q4 2014 was Lazard Asset Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2014.