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Gaia
GAIA

60 hedge funds and large institutions have $81.3M invested in Gaia in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $74.3M → $81.3M (+$7M)

7% more funds holding

Funds holding: 56 → 60 (+4)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

1.26% less ownership

Funds ownership: 71.6% → 70.34% (-1.3%)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$958K
2
AI
Ariel Investments
Illinois
+$857K
3
SST
S Squared Technology
New York
+$486K
4
Marshall Wace
Marshall Wace
United Kingdom
+$282K
5
BlackRock
BlackRock
New York
+$230K

Top Sellers

Rank Fund Capital Flow
1
VNB
Virginia National Bank
Virginia
-$2.41M
2
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$405K
3
Renaissance Technologies
Renaissance Technologies
New York
-$314K
4
AIC
AWM Investment Company
New York
-$300K
5
Two Sigma Investments
Two Sigma Investments
New York
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
51
Moisand Fitzgerald Tamayo
Florida
$10K +$7.6K +934 New
AIP
52
Ameritas Investment Partners
Nebraska
$9K – – –
Morgan Stanley
53
Morgan Stanley
New York
$7K -$111K -13,664 -94%
MAM
54
Meeder Asset Management
Ohio
$3K +$2.8K +344 New
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
Simplex Trading
56
Simplex Trading
Illinois
$2K +$2.24K +275 New
ST
57
Sageworth Trust
Pennsylvania
$2K +$2.27K +279 New
CYG
58
Clean Yield Group
Vermont
$1K – – –
BCA
59
Berman Capital Advisors
Georgia
$1K +$1.52K +187 New
ARTA
60
A.R.T. Advisors
New York
– -$145K -18,087 Closed
Russell Investments Group
61
Russell Investments Group
United Kingdom
– -$143K -17,980 Closed
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
– -$115K -14,431 Closed
FIA
63
FNY Investment Advisers
New York
– -$64K -8,081 Closed
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
– -$11K -1,319 Closed
Osaic Holdings
65
Osaic Holdings
Arizona
– +$163 +20 New
1 2
3

GAIA Hedge Fund Activity: Q1 2020 in Review

60 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Gaia (GAIA) for Q1 2020, worth a combined $81.3M — up 9.4% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GAIA positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $958K. The largest seller was Virginia National Bank, cutting an estimated $2.41M.

  • 60 institutional investors held Gaia (GAIA) as of Q1 2020, up from 56 in Q4 2019.
  • Funds reported $81.3M of Gaia stock for Q1 2020, up 9.4% quarter-over-quarter.
  • 10 funds opened new Gaia positions in Q1 2020 and 5 closed out, a net change of +5 holders.
  • The largest Gaia buyer in Q1 2020 was Vanguard Group, an estimated $958K added.
  • The largest Gaia seller in Q1 2020 was Virginia National Bank, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2020.