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Great Elm Group

31 hedge funds and large institutions have $20.8M invested in Great Elm Group in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

32% more capital invested

Capital invested by funds: $15.7M → $20.8M (+$5.09M)

25.7% more ownership

Funds ownership: 0%25.7% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3331 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
16
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$5.01M +$3.07M +722,137 +118%
KCM
2
Kingdon Capital Management
New York
$4.76M +$3.08M +724,177 +133%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.46M +$2.2M +517,329 +128%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$1.57M +$1.83M +430,159 New
Renaissance Technologies
5
Renaissance Technologies
New York
$1.13M +$106K +24,979 +9%
BIT
6
BlackRock Institutional Trust
California
$1.08M +$693K +162,837 +131%
CC
7
Cannell Capital
Wyoming
$972K +$824K +193,821 +296%
GI
8
Greenwood Investments
Massachusetts
$883K +$568K +133,607 +131%
Boston Partners
9
Boston Partners
Massachusetts
$450K
SV
10
Stilwell Value
New York
$388K +$428K +100,600 +3,469%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$180K +$115K +27,146 +131%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$132K -$19.9K -4,668 -12%
BFA
13
BlackRock Fund Advisors
California
$110K +$88.8K +20,870 +249%
Deutsche Bank
14
Deutsche Bank
Germany
$106K +$82.9K +19,484 +220%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$90K +$51.7K +12,148 +103%
OC
16
Oppenheimer & Co
New York
$82K -$3.4K -800 -4%
Northern Trust
17
Northern Trust
Illinois
$81K +$14K +3,289 +18%
Bank of America
18
Bank of America
North Carolina
$80K +$90.9K +21,375 New
JC
19
JBF Capital
Colorado
$62K
OAM
20
Oxford Asset Management
United Kingdom
$46K +$8.86K +2,082 +21%
State Street
21
State Street
Massachusetts
$42K +$47.3K +11,125 New
WHI
22
William Harris Investors
Illinois
$37K +$42.5K +10,000 New
BIM
23
BlackRock Investment Management
Delaware
$26K +$24.2K +5,687 +427%
BA
24
BlackRock Advisors
Delaware
$17K +$11.1K +2,601 +131%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K

GEG Hedge Fund Activity: Q4 2016 in Review

31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q4 2016, worth a combined $20.8M — up 32% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GEG and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 16 added.

The largest buyer was Kingdon Capital Management, adding an estimated $3.08M. The largest seller was Nokomis Capital, exiting entirely with an estimated $2.03M sold.

  • 31 institutional investors held Great Elm Group (GEG) as of Q4 2016, down from 33 in Q3 2016.
  • Funds reported $20.8M of Great Elm Group stock for Q4 2016, up 32% quarter-over-quarter.
  • 4 funds opened new Great Elm Group positions in Q4 2016 and 5 closed out, a net change of -1 holder.
  • The largest Great Elm Group buyer in Q4 2016 was Kingdon Capital Management, an estimated $3.08M added.
  • The largest Great Elm Group seller in Q4 2016 was Nokomis Capital, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2016.