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GAM

General American Investors Company
GAM

66 hedge funds and large institutions have $353M invested in General American Investors Company in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 64 → 66 (+2)

1.8% more ownership

Funds ownership: 32.43% → 34.23% (+1.8%)

1% less capital invested

Capital invested by funds: $357M → $353M (-$4.26M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
14
Increased
30
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.7M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.1M
3
BI
Bulldog Investors
New Jersey
+$2.4M
4
WAM
Weiss Asset Management
Massachusetts
+$2.16M
5
MIG
Mariner Investment Group
New York
+$873K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$4.51M
2
SFS
Shaker Financial Services
Virginia
-$3.34M
3
KIM
Karpus Investment Management
New York
-$2.34M
4
CAN
Cetera Advisor Networks
California
-$1.2M
5
CA
Cornerstone Advisors
North Carolina
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
51
SignatureFD
Georgia
$82K +$7.5K +210 +10%
Creative Planning
52
Creative Planning
Kansas
$53K +$28.9K +809 +116%
HR
53
Howe & Rusling
New York
$31K – – –
ClearBridge Investments
54
ClearBridge Investments
New York
$29K – – –
KA
55
Klingman & Associates
New York
$23K +$24.2K +679 New
Citigroup
56
Citigroup
New York
$19K -$5.64K -158 -23%
NPC
57
National Planning Corporation
California
$12.7K +$13.5K +378 New
RIA
58
Regal Investment Advisors
Michigan
$12K – – –
MFS
59
MSI Financial Services
Massachusetts
$12K +$1.04K +29 +10%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$12K +$12.4K +346 New
FAM
61
Formidable Asset Management
Ohio
$10K +$857 +24 +10%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$6K +$6.5K +182 New
MAA
63
Managed Account Advisors
New Jersey
$5K +$5.5K +154 New
TRCT
64
Tower Research Capital (TRC)
New York
$4K +$3.57K +100 New
HCC
65
Hirtle Callaghan & Co
Pennsylvania
$1K +$750 +21 New
BRWA
66
B. Riley Wealth Advisors
Florida
$8 +$8.61K +241 New
WAM
67
Wolverine Asset Management
Illinois
– -$4.51M -121,604 Closed
SFS
68
Shaker Financial Services
Virginia
– -$3.34M -90,007 Closed
CAN
69
Cetera Advisor Networks
California
– -$1.2M -32,344 Closed
OC
70
Oppenheimer & Co
New York
– -$215K -5,803 Closed
ST
71
Sentinel Trust
Texas
– -$206K -5,569 Closed
Bank of New York Mellon
72
Bank of New York Mellon
New York
– -$201K -5,437 Closed
BMO
73
Beck Mack & Oliver
New York
– -$201K -5,416 Closed
NFG
74
Next Financial Group
Texas
– -$97K -2,609 Closed
PSUF
75
People's United Financial
Connecticut
– -$51K -2,000 Closed
1 2
3
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GAM Hedge Fund Activity: Q4 2014 in Review

66 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in General American Investors Company (GAM) for Q4 2014, worth a combined $353M — down 1.2% from $357M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GAM positions and 11 closed out — a net gain of 3 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $13.7M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $4.51M sold.

  • 66 institutional investors held General American Investors Company (GAM) as of Q4 2014, up from 64 in Q3 2014.
  • Funds reported $353M of General American Investors Company stock for Q4 2014, down 1.2% quarter-over-quarter.
  • 14 funds opened new General American Investors Company positions in Q4 2014 and 11 closed out, a net change of +3 holders.
  • The largest General American Investors Company buyer in Q4 2014 was Sit Investment Associates, an estimated $13.7M added.
  • The largest General American Investors Company seller in Q4 2014 was Wolverine Asset Management, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2014.