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GAM

General American Investors Company
GAM

70 hedge funds and large institutions have $304M invested in General American Investors Company in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more capital invested

Capital invested by funds: $286M → $304M (+$18.8M)

0.64% less ownership

Funds ownership: 29.2% → 28.56% (-0.64%)

3% less funds holding

Funds holding: 72 → 70 (-2)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
18
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$4.1M
2
WAM
Wolverine Asset Management
Illinois
+$860K
3
Barclays
Barclays
United Kingdom
+$520K
4
PPA
Parametric Portfolio Associates
Washington
+$387K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$371K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.2M
2
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$2.48M
3
SIA
Sit Investment Associates
Minnesota
-$2.23M
4
QC
Quantedge Capital
Singapore
-$2.05M
5
Wells Fargo
Wells Fargo
California
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Mission Wealth Management
California
$225K +$220K +5,183 New
LPL Financial
52
LPL Financial
California
$216K +$211K +4,964 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$209K -$54.7K -1,288 -21%
WIC
54
Whitegate Investment Counselors
New Hampshire
$207K +$203K +4,768 New
UBS Group
55
UBS Group
Switzerland
$206K -$97.4K -2,292 -33%
EVM
56
Eaton Vance Management
Massachusetts
$203K -$1.1K -26 -0.6%
GC
57
Guggenheim Capital
Illinois
$202K +$198K +4,650 New
HI
58
Harbour Investments
Wisconsin
$191K +$132K +3,106 +240%
Bessemer Group
59
Bessemer Group
New Jersey
$175K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$163K -$112K -2,641 -41%
GWM
61
Geneos Wealth Management
Colorado
$145K – – –
EW
62
Evoke Wealth
California
$144K – – –
First Manhattan
63
First Manhattan
New York
$126K +$9.56K +225 +8%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$94K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$63K – – –
AIM
66
Anchor Investment Management
South Carolina
$28.2K – – –
TFM
67
TFC Financial Management
Massachusetts
$8K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$4K – – –
Walleye Capital
69
Walleye Capital
New York
$876 +$86.9K +2,045 +11%
QC
70
Quantedge Capital
Singapore
– -$2.05M -51,388 Closed
KIM
71
Karpus Investment Management
New York
– -$303K -7,597 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– -$117K -2,846 Closed
VFA
73
Valeo Financial Advisors
Indiana
– -$57K -1,429 Closed
WAP
74
Wealthcare Advisory Partners
Pennsylvania
– -$28K -692 Closed
EP
75
Eudaimonia Partners
Tennessee
– -$12K -300 Closed
1 2
3
4

GAM Hedge Fund Activity: Q2 2021 in Review

70 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in General American Investors Company (GAM) for Q2 2021, worth a combined $304M — up 6.6% from $286M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of GAM and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was Shaker Financial Services, adding an estimated $4.1M. The largest seller was Cohen & Steers, cutting an estimated $3.2M.

  • 70 institutional investors held General American Investors Company (GAM) as of Q2 2021, down from 72 in Q1 2021.
  • Funds reported $304M of General American Investors Company stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 6 funds opened new General American Investors Company positions in Q2 2021 and 8 closed out, a net change of -2 holders.
  • The largest General American Investors Company buyer in Q2 2021 was Shaker Financial Services, an estimated $4.1M added.
  • The largest General American Investors Company seller in Q2 2021 was Cohen & Steers, an estimated $3.2M sold.

Based on aggregated 13F filings for Q2 2021.