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EEA

European Equity Fund
EEA

24 hedge funds and large institutions have $34M invested in European Equity Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $30.1M → $34M (+$3.94M)

0.73% more ownership

Funds ownership: 54.64% → 55.37% (+0.73%)

0% more funds holding

Funds holding: 24 → 24 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Matisse Capital
Oregon
+$947K
2
SFS
Shaker Financial Services
Virginia
+$805K
3
AC
Almitas Capital
California
+$423K
4
AA
Ancora Advisors
Ohio
+$177K
5
WAM
Wolverine Asset Management
Illinois
+$101K

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$1.24M
2
1CP
1607 Capital Partners
Virginia
-$306K
3
Bank of America
Bank of America
North Carolina
-$181K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$59.6K
5
Morgan Stanley
Morgan Stanley
New York
-$37.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$16.2M -$306K -34,632 -2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$6.04M -$35.6K -4,024 -0.6%
SFS
3
Shaker Financial Services
Virginia
$3.57M +$805K +91,113 +30%
UCI
4
Uncommon Cents Investing
Wisconsin
$2.88M -$34.6K -3,919 -1%
MC
5
Matisse Capital
Oregon
$1.71M +$947K +107,172 +132%
Morgan Stanley
6
Morgan Stanley
New York
$723K -$37.1K -4,199 -5%
AC
7
Almitas Capital
California
$582K +$423K +47,889 +298%
WAM
8
Wolverine Asset Management
Illinois
$545K +$101K +11,386 +23%
CL
9
CSS LLC
Illinois
$465K +$7.19K +814 +2%
GF
10
Gabelli Funds
New York
$293K – – –
LSC
11
Logan Stone Capital
Illinois
$207K +$5.12K +579 +3%
AA
12
Ancora Advisors
Ohio
$182K +$177K +20,000 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$137K +$1.64K +186 +1%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$128K -$13.3K -1,510 -10%
LPL Financial
15
LPL Financial
California
$124K +$1.9K +215 +2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$121K -$59.6K -6,742 -34%
UBS Group
17
UBS Group
Switzerland
$36.2K -$19.7K -2,231 -36%
NSG
18
Nalls Sherbakoff Group
Tennessee
$18.2K +$17.7K +2,000 New
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$11.8K +$4.85K +549 +74%
Bank of America
20
Bank of America
North Carolina
$6.53K -$181K -20,431 -97%
Wells Fargo
21
Wells Fargo
California
$4.55K -$11K -1,248 -71%
US Bancorp
22
US Bancorp
Minnesota
$3.43K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$410 – – –
Citigroup
24
Citigroup
New York
$46 – – –
Lazard Asset Management
25
Lazard Asset Management
New York
– -$1.24M -152,550 Closed
1
2

EEA Hedge Fund Activity: Q1 2025 in Review

24 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in European Equity Fund (EEA) for Q1 2025, worth a combined $34M — up 13% from $30.1M a quarter earlier.

Fund positioning in EEA was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was Matisse Capital, adding an estimated $947K. The largest seller was Lazard Asset Management, exiting entirely with an estimated $1.24M sold.

  • 24 institutional investors held European Equity Fund (EEA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $34M of European Equity Fund stock for Q1 2025, up 13% quarter-over-quarter.
  • 2 funds opened new European Equity Fund positions in Q1 2025 and 2 closed out, a net change of 0 holders.
  • The largest European Equity Fund buyer in Q1 2025 was Matisse Capital, an estimated $947K added.
  • The largest European Equity Fund seller in Q1 2025 was Lazard Asset Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2025.