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EEA

European Equity Fund

23 hedge funds and large institutions have $28.5M invested in European Equity Fund in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

1.53% more ownership

Funds ownership: 36.93%38.46% (+1.5%)

7% less capital invested

Capital invested by funds: $30.6M → $28.5M (-$2.04M)

8% less funds holding

Funds holding: 2523 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$10.2M -$28.2K -3,212 -0.3%
KIM
2
Karpus Investment Management
New York
$6.09M -$149K -16,914 -2%
Wells Fargo
3
Wells Fargo
California
$4.08M +$161K +18,320 +4%
Lazard Asset Management
4
Lazard Asset Management
New York
$3.26M +$8.16K +929 +0.2%
GFM
5
Gramercy Funds Management
Connecticut
$1.56M
SFS
6
Shaker Financial Services
Virginia
$1.43M -$252K -28,735 -15%
NSIM
7
North Star Investment Management
Illinois
$486K +$12.8K +1,458 +3%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$314K +$124K +14,132 +62%
GF
9
Gabelli Funds
New York
$272K +$3.19K +363 +1%
RJA
10
Raymond James & Associates
Florida
$238K -$17.8K -2,022 -7%
Morgan Stanley
11
Morgan Stanley
New York
$160K -$5.95K -677 -3%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$140K +$790 +90 +0.5%
SFM
13
Signet Financial Management
New Jersey
$100K +$1.18K +134 +1%
Bank of America
14
Bank of America
North Carolina
$97K +$1.12K +128 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$69K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$36K
US Bancorp
17
US Bancorp
Minnesota
$33K
DAM
18
Delta Asset Management
Tennessee
$5K
MFS
19
MSI Financial Services
Massachusetts
$3K +$26 +3 +0.9%
FWM
20
Focused Wealth Management
New York
$3K +$44 +5 +1%
TRCT
21
Tower Research Capital (TRC)
New York
$1K +$659 +75 New
BTS
22
BB&T Securities
Virginia
-$940K -10,739 Closed
DA
23
Doliver Advisors
Texas
-$88K -10,067 Closed
Citigroup
24
Citigroup
New York
-$19.2K -2,190 -100%
UBS Group
25
UBS Group
Switzerland
-$17K -1,956 Closed

EEA Hedge Fund Activity: Q2 2015 in Review

23 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in European Equity Fund (EEA) for Q2 2015, worth a combined $28.5M — down 6.7% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EEA and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Wells Fargo, adding an estimated $161K. The largest seller was BB&T Securities, exiting entirely with an estimated $940K sold.

  • 23 institutional investors held European Equity Fund (EEA) as of Q2 2015, down from 25 in Q1 2015.
  • Funds reported $28.5M of European Equity Fund stock for Q2 2015, down 6.7% quarter-over-quarter.
  • 1 fund opened new European Equity Fund positions in Q2 2015 and 3 closed out, a net change of -2 holders.
  • The largest European Equity Fund buyer in Q2 2015 was Wells Fargo, an estimated $161K added.
  • The largest European Equity Fund seller in Q2 2015 was BB&T Securities, an estimated $940K sold.

Based on aggregated 13F filings for Q2 2015.