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Gaia
GAIA

51 hedge funds and large institutions have $58.3M invested in Gaia in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $53.3M → $58.3M (+$5M)

0.96% more ownership

Funds ownership: 48.85% → 49.81% (+0.96%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

4% less funds holding

Funds holding: 53 → 51 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.41M
2
OP
Oldfield Partners
United Kingdom
+$422K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$369K
4
Millennium Management
Millennium Management
New York
+$348K
5
SAMC
Spectrum Asset Management (California)
California
+$147K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.68M
2
TG
TCW Group
California
-$835K
3
Renaissance Technologies
Renaissance Technologies
New York
-$637K
4
ARM
Adirondack Research & Management
New York
-$418K
5
Boston Partners
Boston Partners
Massachusetts
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$229K – – –
TA
27
Teachers Advisors
New York
$190K – – –
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$173K -$12.6K -1,100 -7%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$138K -$3.43K -300 -3%
Morgan Stanley
30
Morgan Stanley
New York
$135K +$41.9K +3,663 +48%
AWW
31
Alan W. Weber
$108K – – –
Wells Fargo
32
Wells Fargo
California
$99K +$6.97K +610 +8%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$79K – – –
AIG
34
American International Group
New York
$71K +$5.02K +439 +8%
TDC
35
Thompson Davis & Co
Virginia
$56K +$52.9K +4,625 New
NFA
36
Nationwide Fund Advisors
Ohio
$52K -$16.2K -1,418 -25%
Citigroup
37
Citigroup
New York
$48K -$1.07K -94 -2%
SO
38
STRS Ohio
Ohio
$44K -$378K -33,100 -90%
CG
39
Cutler Group
California
$33K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$29K +$6.56K +574 +32%
UBS Group
41
UBS Group
Switzerland
$27K +$25.9K +2,262 +7,540%
SPIA
42
Steward Partners Investment Advisory
New York
$16K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$13K – – –
AIP
44
Ameritas Investment Partners
Nebraska
$11K – – –
Bank of America
45
Bank of America
North Carolina
$10K +$5.82K +509 +169%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$7.13K +624 +709%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$5.74K -$1.36K -119 -20%
Barclays
48
Barclays
United Kingdom
$5K -$19.8K -1,736 -79%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$4K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
1
2
3

GAIA Hedge Fund Activity: Q3 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Gaia (GAIA) for Q3 2017, worth a combined $58.3M — up 9.4% from $53.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GAIA and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Fidelity Investments, adding an estimated $4.41M. The largest seller was Vanguard Group, cutting an estimated $1.68M.

  • 51 institutional investors held Gaia (GAIA) as of Q3 2017, down from 53 in Q2 2017.
  • Funds reported $58.3M of Gaia stock for Q3 2017, up 9.4% quarter-over-quarter.
  • 4 funds opened new Gaia positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest Gaia buyer in Q3 2017 was Fidelity Investments, an estimated $4.41M added.
  • The largest Gaia seller in Q3 2017 was Vanguard Group, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2017.