We are live on ! Find out more
GEG icon

Great Elm Group

33 hedge funds and large institutions have $22.7M invested in Great Elm Group in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.96% less ownership

Funds ownership: 46.65%45.69% (-0.96%)

13% less funds holding

Funds holding: 3833 (-5)

13% less capital invested

Capital invested by funds: $26.2M → $22.7M (-$3.46M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$4.65M
CSC
2
Cove Street Capital
California
$2.89M +$13.7K +7,000 +0.4%
AGC
3
Alden Global Capital
Florida
$2.32M
KCM
4
Kingdon Capital Management
New York
$2.28M
APCM
5
Arbiter Partners Capital Management
New York
$2.08M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.73M -$98.6K -50,541 -5%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.32M -$53.6K -27,500 -4%
RA
8
Royce & Associates
New York
$1.24M
TMC
9
Trellus Management Company
Florida
$690K
BlackRock
10
BlackRock
New York
$628K -$3.23K -1,656 -0.5%
CP
11
Clayton Partners
California
$539K +$191K +98,000 +49%
CC
12
Cannell Capital
Wyoming
$502K -$77.7K -39,833 -13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$360K
BCM
14
Bridgeway Capital Management
Texas
$332K +$74.9K +38,400 +26%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$240K
CWP
16
Curated Wealth Partners
California
$209K
OAM
17
Oppenheimer Asset Management
New York
$141K +$1.21K +621 +0.8%
State Street
18
State Street
Massachusetts
$127K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$122K +$39K +20,000 +42%
Morgan Stanley
20
Morgan Stanley
New York
$97K +$304 +156 +0.3%
Northern Trust
21
Northern Trust
Illinois
$78K
TSS
22
Two Sigma Securities
New York
$49K -$9.56K -4,900 -15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$33K
TCOT
24
Trust Company of Toledo
Ohio
$27K
GIM
25
Greenwich Investment Management
Connecticut
$25K +$3.82K +1,960 +17%

GEG Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q1 2022, worth a combined $22.7M — down 13% from $26.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GEG and 0 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Clayton Partners, adding an estimated $191K. The largest seller was Vanguard Group, cutting an estimated $98.6K.

  • 33 institutional investors held Great Elm Group (GEG) as of Q1 2022, down from 38 in Q4 2021.
  • Funds reported $22.7M of Great Elm Group stock for Q1 2022, down 13% quarter-over-quarter.
  • 0 funds opened new Great Elm Group positions in Q1 2022 and 4 closed out, a net change of -4 holders.
  • The largest Great Elm Group buyer in Q1 2022 was Clayton Partners, an estimated $191K added.
  • The largest Great Elm Group seller in Q1 2022 was Vanguard Group, an estimated $98.6K sold.

Based on aggregated 13F filings for Q1 2022.