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Great Elm Group

31 hedge funds and large institutions have $24.4M invested in Great Elm Group in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.12% less ownership

Funds ownership: 40.47%40.34% (-0.12%)

3% less funds holding

Funds holding: 3231 (-1)

7% less capital invested

Capital invested by funds: $26.3M → $24.4M (-$1.9M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
14
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$8.13M +$433K +223,384 +6%
KCM
2
Kingdon Capital Management
New York
$2.69M +$19.1K +9,858 +0.7%
AGC
3
Alden Global Capital
Florida
$2.33M -$54.6K -28,165 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.01M +$20.7K +10,696 +1%
CSC
5
Cove Street Capital
California
$1.98M +$25.6K +13,200 +1%
APCM
6
Arbiter Partners Capital Management
New York
$1.65M -$137K -70,503 -8%
RA
7
Royce & Associates
New York
$1.32M
Renaissance Technologies
8
Renaissance Technologies
New York
$1.31M -$43K -22,200 -3%
CP
9
Clayton Partners
California
$677K +$46.9K +24,204 +7%
BlackRock
10
BlackRock
New York
$654K +$801 +413 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$461K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$285K +$415 +214 +0.1%
BCM
13
Bridgeway Capital Management
Texas
$217K +$372 +192 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$179K +$89.4K +46,125 +100%
State Street
15
State Street
Massachusetts
$130K
Northern Trust
16
Northern Trust
Illinois
$89.4K -$2K -1,031 -2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$84.4K
OAM
18
Oppenheimer Asset Management
New York
$74.9K -$22.7K -11,694 -23%
OC
19
Oppenheimer & Co
New York
$39.1K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$35.4K
TCOT
21
Trust Company of Toledo
Ohio
$29.1K
TRCT
22
Tower Research Capital (TRC)
New York
$9.33K +$4.2K +2,166 +82%
Bank of America
23
Bank of America
North Carolina
$2.69K +$21 +11 +0.8%
UBS Group
24
UBS Group
Switzerland
$1.31K +$851 +439 +188%
Wells Fargo
25
Wells Fargo
California
$419 +$25 +13 +6%

GEG Hedge Fund Activity: Q4 2023 in Review

31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q4 2023, worth a combined $24.4M — down 7.2% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of GEG and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 14 added.

The largest buyer was Northern Right Capital Management, adding an estimated $433K. The largest seller was Arbiter Partners Capital Management, cutting an estimated $137K.

  • 31 institutional investors held Great Elm Group (GEG) as of Q4 2023, down from 32 in Q3 2023.
  • Funds reported $24.4M of Great Elm Group stock for Q4 2023, down 7.2% quarter-over-quarter.
  • 0 funds opened new Great Elm Group positions in Q4 2023 and 1 closed out, a net change of -1 holder.
  • The largest Great Elm Group buyer in Q4 2023 was Northern Right Capital Management, an estimated $433K added.
  • The largest Great Elm Group seller in Q4 2023 was Arbiter Partners Capital Management, an estimated $137K sold.

Based on aggregated 13F filings for Q4 2023.