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52 hedge funds and large institutions have $60.3M invested in Gaia in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 5152 (+1)

3% more capital invested

Capital invested by funds: $58.3M → $60.3M (+$1.94M)

0.06% less ownership

Funds ownership: 49.81%49.75% (-0.06%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$216K +$75.9K +6,121 +54%
TA
27
Teachers Advisors
New York
$197K
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$179K
Prudential Financial
29
Prudential Financial
New Jersey
$176K -$60.7K -4,900 -26%
SB
30
Suntrust Banks
Georgia
$137K +$136K +11,010 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$132K -$11.4K -923 -8%
AWW
32
Alan W. Weber
$112K
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$82K
AIG
34
American International Group
New York
$73K +$359 +29 +0.5%
TDC
35
Thompson Davis & Co
Virginia
$73K +$15.8K +1,275 +28%
Wells Fargo
36
Wells Fargo
California
$68K -$33.6K -2,710 -33%
Citigroup
37
Citigroup
New York
$51K +$1.75K +141 +4%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$31.1K +$25.2K +2,034 +426%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$21.5K +1,732 +243%
TRCT
40
Tower Research Capital (TRC)
New York
$24K +$21.9K +1,764 +985%
JP Morgan Chase
41
JP Morgan Chase
New York
$24K +$23.5K +1,896 New
Legal & General Group
42
Legal & General Group
United Kingdom
$23K +$9.03K +729 +65%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$22K -$7.28K -587 -25%
Barclays
44
Barclays
United Kingdom
$22K +$15.9K +1,285 +272%
Bank of America
45
Bank of America
North Carolina
$21K +$10.7K +860 +106%
SPIA
46
Steward Partners Investment Advisory
New York
$17K
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
$16K +$16.1K +1,302 New
AIP
48
Ameritas Investment Partners
Nebraska
$13K
UBS Group
49
UBS Group
Switzerland
$5K -$22.8K -1,843 -80%
MFT
50
Moisand Fitzgerald Tamayo
Florida
$4K

GAIA Hedge Fund Activity: Q4 2017 in Review

52 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Gaia (GAIA) for Q4 2017, worth a combined $60.3M — up 3.3% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GAIA positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $562K. The largest seller was Ariel Investments, cutting an estimated $973K.

  • 52 institutional investors held Gaia (GAIA) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $60.3M of Gaia stock for Q4 2017, up 3.3% quarter-over-quarter.
  • 4 funds opened new Gaia positions in Q4 2017 and 3 closed out, a net change of +1 holder.
  • The largest Gaia buyer in Q4 2017 was Vanguard Group, an estimated $562K added.
  • The largest Gaia seller in Q4 2017 was Ariel Investments, an estimated $973K sold.

Based on aggregated 13F filings for Q4 2017.