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GF

New Germany Fund

34 hedge funds and large institutions have $109M invested in New Germany Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $100M → $109M (+$8.32M)

0.92% less ownership

Funds ownership: 46.12%45.2% (-0.92%)

3% less funds holding

Funds holding: 3534 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$42.7M -$63.3K -4,300 -0.2%
Wells Fargo
2
Wells Fargo
California
$27.9M +$3.91M +265,395 +17%
1CP
3
1607 Capital Partners
Virginia
$17.9M -$3.91M -265,504 -19%
KIM
4
Karpus Investment Management
New York
$4.87M -$2.34M -158,899 -34%
SI
5
SII Investments
Wisconsin
$3.43M +$622K +42,286 +24%
GF
6
Gabelli Funds
New York
$3.31M +$626K +42,547 +25%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.73M +$12.1K +823 +0.7%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$1.26M +$118 +8 +0%
Bank of America
9
Bank of America
North Carolina
$1.08M +$82.5K +5,604 +9%
TAM
10
Tocqueville Asset Management
New York
$764K +$725K +49,275 New
CL
11
CSS LLC
Illinois
$583K
WAM
12
Weiss Asset Management
Massachusetts
$498K -$1.32M -89,872 -74%
Morgan Stanley
13
Morgan Stanley
New York
$360K +$41.6K +2,824 +14%
OC
14
Oppenheimer & Co
New York
$274K +$260K +17,668 New
GI
15
GAMCO Investors
Connecticut
$271K +$51.1K +3,473 +25%
LPL Financial
16
LPL Financial
California
$241K +$22.7K +1,545 +11%
RVP
17
Relative Value Partners
Illinois
$200K +$15 +1 +0%
ClearBridge Investments
18
ClearBridge Investments
New York
$195K
Northern Trust
19
Northern Trust
Illinois
$193K -$377K -25,610 -67%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$178K +$33.7K +2,288 +25%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$152K +$11.2K +762 +8%
AIG
22
American International Group
New York
$122K +$21.4K +1,454 +23%
Citigroup
23
Citigroup
New York
$78K +$73.6K +5,000 New
WEC
24
Winslow Evans & Crocker
Massachusetts
$76K -$43.2K -2,932 -37%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$57K -$8.05K -547 -13%

GF Hedge Fund Activity: Q1 2015 in Review

34 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in New Germany Fund (GF) for Q1 2015, worth a combined $109M — up 8.3% from $100M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GF and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $3.91M. The largest seller was 1607 Capital Partners, cutting an estimated $3.91M.

  • 34 institutional investors held New Germany Fund (GF) as of Q1 2015, down from 35 in Q4 2014.
  • Funds reported $109M of New Germany Fund stock for Q1 2015, up 8.3% quarter-over-quarter.
  • 4 funds opened new New Germany Fund positions in Q1 2015 and 5 closed out, a net change of -1 holder.
  • The largest New Germany Fund buyer in Q1 2015 was Wells Fargo, an estimated $3.91M added.
  • The largest New Germany Fund seller in Q1 2015 was 1607 Capital Partners, an estimated $3.91M sold.

Based on aggregated 13F filings for Q1 2015.