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44 hedge funds and large institutions have $16.7M invested in Gaia in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.45% more ownership

Funds ownership: 43.38%46.83% (+3.4%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

10% less capital invested

Capital invested by funds: $18.5M → $16.7M (-$1.82M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $87K

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
5
Calls
$1K
Puts
$87K
Net Calls
-$86K
Net Calls Change
-$57K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$43.1K +$11 +4 +0%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$29.7K -$556 -200 -2%
NA
28
NewEdge Advisors
Louisiana
$26.8K -$767 -276 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$25.5K
JIR
30
James Investment Research
Ohio
$24.5K
UBS Group
31
UBS Group
Switzerland
$22.1K -$2.46K -884 -8%
TRCT
32
Tower Research Capital (TRC)
New York
$15.3K -$7.06K -2,539 -28%
Simplex Trading
33
Simplex Trading
Illinois
$14K +$1.9K +685 +12%
Bank of America
34
Bank of America
North Carolina
$5.53K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$5K +$5.65K +2,033 +2,186%
Wells Fargo
36
Wells Fargo
California
$4.85K +$11 +4 +0.2%
GGHC
37
Gilder Gagnon Howe & Co
New York
$4.48K +$5.39K +1,940 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.93K +$4.72K +1,700 New
GEA
39
Glen Eagle Advisors
New Jersey
$1.23K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$467
AF
41
Allworth Financial
California
$116
Citigroup
42
Citigroup
New York
$14
CYG
43
Clean Yield Group
Vermont
$2 +$3 +1 New
GC
44
GMT Capital
Georgia
-$947K -340,614 Closed
OP
45
Oldfield Partners
United Kingdom
-$309K -111,104 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$80.2K -28,864 Closed
PWAG
47
Polaris Wealth Advisory Group
California
-$43.5K -15,631 Closed
NMG
48
New Millennium Group
Utah
-$200 -72 Closed

GAIA Hedge Fund Activity: Q2 2023 in Review

44 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Gaia (GAIA) for Q2 2023, worth a combined $16.7M — down 9.8% from $18.5M a quarter earlier.

Fund positioning in GAIA was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was Cornerstone Advisors Asset Management, opening a new position worth an estimated $2.12M. The largest seller was GMT Capital, exiting entirely with an estimated $947K sold.

  • 44 institutional investors held Gaia (GAIA) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $16.7M of Gaia stock for Q2 2023, down 9.8% quarter-over-quarter.
  • 5 funds opened new Gaia positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Gaia buyer in Q2 2023 was Cornerstone Advisors Asset Management, an estimated $2.12M added.
  • The largest Gaia seller in Q2 2023 was GMT Capital, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2023.