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EEA

European Equity Fund

27 hedge funds and large institutions have $26.5M invested in European Equity Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 39.37%39.25% (-0.12%)

2% less capital invested

Capital invested by funds: $27M → $26.5M (-$468K)

4% less funds holding

Funds holding: 2827 (-1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$10.1M -$20.6K -2,600 -0.2%
KIM
2
Karpus Investment Management
New York
$4.66M -$124K -15,681 -3%
Wells Fargo
3
Wells Fargo
California
$3.92M -$23.7K -2,982 -0.6%
Lazard Asset Management
4
Lazard Asset Management
New York
$1.92M -$56.6K -7,134 -3%
SFS
5
Shaker Financial Services
Virginia
$1.88M +$90.5K +11,409 +5%
GFM
6
Gramercy Funds Management
Connecticut
$1.42M
SI
7
SII Investments
Wisconsin
$732K +$144K +18,100 +24%
NSIM
8
North Star Investment Management
Illinois
$456K -$12.9K -1,625 -3%
BBPWM
9
Blue Bell Private Wealth Management
Pennsylvania
$301K -$22.1K -2,780 -7%
GF
10
Gabelli Funds
New York
$248K
Citigroup
11
Citigroup
New York
$197K +$103K +12,964 +104%
Morgan Stanley
12
Morgan Stanley
New York
$163K +$67K +8,449 +67%
RJA
13
Raymond James & Associates
Florida
$149K -$16.6K -2,086 -10%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$112K
SCI
15
S&CO Inc
Massachusetts
$84K
UBS Group
16
UBS Group
Switzerland
$61K +$49K +6,170 +361%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$59K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$32K
Bank of America
19
Bank of America
North Carolina
$28K +$1.49K +188 +5%
Creative Planning
20
Creative Planning
Kansas
$7K
DAM
21
Delta Asset Management
Tennessee
$4K
BBHC
22
Brown Brothers Harriman & Co
New York
$4K +$3.97K +500 New
MFS
23
MSI Financial Services
Massachusetts
$3K -$801 -101 -24%
FWM
24
Focused Wealth Management
New York
$3K
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$770 +97 +32%

EEA Hedge Fund Activity: Q2 2016 in Review

27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in European Equity Fund (EEA) for Q2 2016, worth a combined $26.5M — down 1.7% from $27M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EEA and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was SII Investments, adding an estimated $144K. The largest seller was Karpus Investment Management, cutting an estimated $124K.

  • 27 institutional investors held European Equity Fund (EEA) as of Q2 2016, down from 28 in Q1 2016.
  • Funds reported $26.5M of European Equity Fund stock for Q2 2016, down 1.7% quarter-over-quarter.
  • 2 funds opened new European Equity Fund positions in Q2 2016 and 3 closed out, a net change of -1 holder.
  • The largest European Equity Fund buyer in Q2 2016 was SII Investments, an estimated $144K added.
  • The largest European Equity Fund seller in Q2 2016 was Karpus Investment Management, an estimated $124K sold.

Based on aggregated 13F filings for Q2 2016.