We are live on ! Find out more

65 hedge funds and large institutions have $77.9M invested in Gaia in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

8% more funds holding

Funds holding: 6065 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 70.34%69.54% (-0.8%)

4% less capital invested

Capital invested by funds: $81.3M → $77.9M (-$3.41M)

96% less call options, than puts

Call options by funds: $4K | Put options by funds: $111K

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
24
Reduced
17
Closed
7
Calls
$4K
Puts
$111K
Net Calls
-$107K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$36K -$18.4K -2,116 -33%
JP Morgan Chase
52
JP Morgan Chase
New York
$33K -$107K -12,364 -76%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$21K +$22.1K +2,540 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$15K -$321 -37 -2%
Citigroup
55
Citigroup
New York
$14K -$12.9K -1,484 -48%
Legal & General Group
56
Legal & General Group
United Kingdom
$12K
Simplex Trading
57
Simplex Trading
Illinois
$12K +$11K +1,262 +459%
SPIA
58
Steward Partners Investment Advisory
New York
$10K
AIP
59
Ameritas Investment Partners
Nebraska
$9K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$8K +$8.03K +924 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$8.69K -1,000 -67%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$3.59K -$24.7K -2,844 -87%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$2K
AG
64
Algert Global
California
-$97K -10,923 Closed
Victory Capital Management
65
Victory Capital Management
Texas
-$24K -2,808 Closed
MFT
66
Moisand Fitzgerald Tamayo
Florida
-$10K -934 Closed
MAM
67
Meeder Asset Management
Ohio
-$3K -344 Closed
ST
68
Sageworth Trust
Pennsylvania
-$2K -279 Closed
BCA
69
Berman Capital Advisors
Georgia
-$1K -187 Closed
CYG
70
Clean Yield Group
Vermont
-$1K -110 Closed
VFA
71
Valeo Financial Advisors
Indiana
+$113 +13 New

GAIA Hedge Fund Activity: Q2 2020 in Review

65 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Gaia (GAIA) for Q2 2020, worth a combined $77.9M — down 4.2% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GAIA positions and 7 closed out — a net gain of 6 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Millrace Asset Group, opening a new position worth an estimated $1.87M. The largest seller was Ariel Investments, cutting an estimated $3.55M.

  • 65 institutional investors held Gaia (GAIA) as of Q2 2020, up from 60 in Q1 2020.
  • Funds reported $77.9M of Gaia stock for Q2 2020, down 4.2% quarter-over-quarter.
  • 13 funds opened new Gaia positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest Gaia buyer in Q2 2020 was Millrace Asset Group, an estimated $1.87M added.
  • The largest Gaia seller in Q2 2020 was Ariel Investments, an estimated $3.55M sold.

Based on aggregated 13F filings for Q2 2020.