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Great Elm Group

33 hedge funds and large institutions have $15.7M invested in Great Elm Group in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3433 (-1)

32% less capital invested

Capital invested by funds: $23.2M → $15.7M (-$7.5M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$2.87M
KCM
2
Kingdon Capital Management
New York
$2.56M
NC
3
Nokomis Capital
Texas
$2.03M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.9M
Renaissance Technologies
5
Renaissance Technologies
New York
$1.29M +$55.3K +10,202 +4%
EA
6
Emerald Acquisition
Washington
$873K
BIT
7
BlackRock Institutional Trust
California
$583K
Boston Partners
8
Boston Partners
Massachusetts
$563K
BHMP
9
Bardin Hill Management Partners
New York
$523K -$82.9K -15,300 -12%
CHAM
10
Clear Harbor Asset Management
Connecticut
$511K +$232K +42,900 +65%
GI
11
Greenwood Investments
Massachusetts
$478K -$260K -48,017 -32%
SST
12
S Squared Technology
New York
$423K
CC
13
Cannell Capital
Wyoming
$307K +$163K +29,986 +84%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$187K +$195 +36 +0.1%
OC
15
Oppenheimer & Co
New York
$106K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$97K
Northern Trust
17
Northern Trust
Illinois
$86K
JC
18
JBF Capital
Colorado
$78K
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56K -$9.61K -1,773 -13%
OAM
20
Oxford Asset Management
United Kingdom
$48K -$2.82K -520 -5%
Deutsche Bank
21
Deutsche Bank
Germany
$41K +$26.4K +4,866 +122%
BFA
22
BlackRock Fund Advisors
California
$39K +$732 +135 +2%
UBS Group
23
UBS Group
Switzerland
$16K +$17K +3,145 +1,797%
SV
24
Stilwell Value
New York
$14K +$15.7K +2,900 New
BA
25
BlackRock Advisors
Delaware
$9K

GEG Hedge Fund Activity: Q3 2016 in Review

33 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q3 2016, worth a combined $15.7M — down 32% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GEG and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was Clear Harbor Asset Management, adding an estimated $232K. The largest seller was AWM Investment Company, exiting entirely with an estimated $1.16M sold.

  • 33 institutional investors held Great Elm Group (GEG) as of Q3 2016, down from 34 in Q2 2016.
  • Funds reported $15.7M of Great Elm Group stock for Q3 2016, down 32% quarter-over-quarter.
  • 2 funds opened new Great Elm Group positions in Q3 2016 and 3 closed out, a net change of -1 holder.
  • The largest Great Elm Group buyer in Q3 2016 was Clear Harbor Asset Management, an estimated $232K added.
  • The largest Great Elm Group seller in Q3 2016 was AWM Investment Company, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2016.