We are live on ! Find out more
GEG icon

Great Elm Group

30 hedge funds and large institutions have $26.7M invested in Great Elm Group in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $22.7M → $26.7M (+$3.94M)

0.53% less ownership

Funds ownership: 45.69%45.16% (-0.53%)

9% less funds holding

Funds holding: 3330 (-3)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
7
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
$6.87M +$1.26M +626,951 +24%
KCM
2
Kingdon Capital Management
New York
$2.96M +$240K +120,000 +10%
AGC
3
Alden Global Capital
Florida
$2.76M
CSC
4
Cove Street Capital
California
$2.44M -$925K -461,748 -29%
APCM
5
Arbiter Partners Capital Management
New York
$2.07M -$371K -185,230 -16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.05M
BlackRock
7
BlackRock
New York
$1.69M +$882K +440,459 +127%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.56M -$12K -6,000 -0.8%
RA
9
Royce & Associates
New York
$1.47M
TMC
10
Trellus Management Company
Florida
$819K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$430K +$2.72K +1,356 +0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$268K -$16.4K -8,182 -6%
BCM
13
Bridgeway Capital Management
Texas
$225K -$158K -79,000 -43%
CWP
14
Curated Wealth Partners
California
$215K
OAM
15
Oppenheimer Asset Management
New York
$168K
State Street
16
State Street
Massachusetts
$150K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$146K
Morgan Stanley
18
Morgan Stanley
New York
$115K -$314 -157 -0.3%
Northern Trust
19
Northern Trust
Illinois
$93K
TSS
20
Two Sigma Securities
New York
$44K -$13K -6,467 -24%
OC
21
Oppenheimer & Co
New York
$44K +$14.9K +7,419 +57%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$39K
TCOT
23
Trust Company of Toledo
Ohio
$32K
UBS Group
24
UBS Group
Switzerland
$3K -$707 -353 -20%
Bank of America
25
Bank of America
North Carolina
$3K

GEG Hedge Fund Activity: Q2 2022 in Review

30 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q2 2022, worth a combined $26.7M — up 17% from $22.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GEG and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Northern Right Capital Management, adding an estimated $1.26M. The largest seller was Cove Street Capital, cutting an estimated $925K.

  • 30 institutional investors held Great Elm Group (GEG) as of Q2 2022, down from 33 in Q1 2022.
  • Funds reported $26.7M of Great Elm Group stock for Q2 2022, up 17% quarter-over-quarter.
  • 1 fund opened new Great Elm Group positions in Q2 2022 and 4 closed out, a net change of -3 holders.
  • The largest Great Elm Group buyer in Q2 2022 was Northern Right Capital Management, an estimated $1.26M added.
  • The largest Great Elm Group seller in Q2 2022 was Cove Street Capital, an estimated $925K sold.

Based on aggregated 13F filings for Q2 2022.