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Great Elm Group

33 hedge funds and large institutions have $49.7M invested in Great Elm Group in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

0.19% more ownership

Funds ownership: 45.38%45.57% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $50.1M → $49.7M (-$490K)

3% less funds holding

Funds holding: 3433 (-1)

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$10.3M
CSC
2
Cove Street Capital
California
$6.81M +$248K +60,880 +4%
KCM
3
Kingdon Capital Management
New York
$5.45M
APCM
4
Arbiter Partners Capital Management
New York
$4.95M
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.88M -$186K -45,603 -5%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.48M -$5.92K -1,454 -0.2%
RA
7
Royce & Associates
New York
$2.93M
Russell Investments Group
8
Russell Investments Group
United Kingdom
$2.25M +$140K +34,512 +7%
PAIM
9
Punch & Associates Investment Management
Minnesota
$1.64M +$897K +220,300 +137%
BlackRock
10
BlackRock
New York
$1.44M +$10K +2,458 +0.7%
MPAM
11
Monarch Partners Asset Management
Massachusetts
$1.27M +$204K +50,000 +20%
CC
12
Cannell Capital
Wyoming
$1.11M
GPC
13
Glacier Peak Capital
Washington
$865K +$26.5K +6,515 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$785K +$255K +62,582 +52%
FTCM
15
First Trust Capital Management
Illinois
$750K -$962K -236,263 -58%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$593K +$6.27K +1,540 +1%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$206K
OC
18
Oppenheimer & Co
New York
$189K -$12.5K -3,071 -7%
BCM
19
Bridgeway Capital Management
Texas
$172K
Northern Trust
20
Northern Trust
Illinois
$163K -$4.8K -1,179 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$145K
Morgan Stanley
22
Morgan Stanley
New York
$68K +$63.5K +15,601 +20,261%
TCOT
23
Trust Company of Toledo
Ohio
$65K
Charles Schwab
24
Charles Schwab
California
$51K
Wells Fargo
25
Wells Fargo
California
$37K +$34.4K +8,463 +5,038%

GEG Hedge Fund Activity: Q2 2019 in Review

33 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q2 2019, worth a combined $49.7M — down 0.98% from $50.1M a quarter earlier.

Fund positioning in GEG was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $897K. The largest seller was Solas Capital Management, exiting entirely with an estimated $1.82M sold.

  • 33 institutional investors held Great Elm Group (GEG) as of Q2 2019, down from 34 in Q1 2019.
  • Funds reported $49.7M of Great Elm Group stock for Q2 2019, down 0.98% quarter-over-quarter.
  • 3 funds opened new Great Elm Group positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest Great Elm Group buyer in Q2 2019 was Punch & Associates Investment Management, an estimated $897K added.
  • The largest Great Elm Group seller in Q2 2019 was Solas Capital Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2019.