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GF

New Germany Fund

39 hedge funds and large institutions have $99.8M invested in New Germany Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 3739 (+2)

0.42% less ownership

Funds ownership: 47.65%47.23% (-0.42%)

7% less capital invested

Capital invested by funds: $107M → $99.8M (-$7.17M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
11
Closed
3
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
$36.7M -$1.13M -81,620 -3%
Wells Fargo
2
Wells Fargo
California
$29.4M +$175K +12,684 +0.6%
1CP
3
1607 Capital Partners
Virginia
$14.7M +$470K +34,060 +3%
KIM
4
Karpus Investment Management
New York
$4M +$1.04M +75,078 +33%
SI
5
SII Investments
Wisconsin
$3.18M
GF
6
Gabelli Funds
New York
$3.1M
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.49M +$35K +2,535 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.44M -$20.6K -1,494 -1%
Citigroup
9
Citigroup
New York
$949K +$759K +55,007 +305%
Bank of America
10
Bank of America
North Carolina
$619K -$351K -25,434 -35%
SFS
11
Shaker Financial Services
Virginia
$600K +$143K +10,356 +30%
CL
12
CSS LLC
Illinois
$512K
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$375K +$240K +17,356 +159%
LCM
14
Landscape Capital Management
New Jersey
$308K -$112K -8,106 -26%
GFM
15
Gramercy Funds Management
Connecticut
$256K
DA
16
Doliver Advisors
Texas
$255K +$70.4K +5,102 +36%
GI
17
GAMCO Investors
Connecticut
$253K
HighTower Advisors
18
HighTower Advisors
Illinois
$211K
LPL Financial
19
LPL Financial
California
$194K -$209K -15,163 -50%
ClearBridge Investments
20
ClearBridge Investments
New York
$178K
Northern Trust
21
Northern Trust
Illinois
$170K -$110K -7,972 -38%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$163K
Morgan Stanley
23
Morgan Stanley
New York
$159K +$73.3K +5,313 +79%
RVPG
24
Relative Value Partners Group
$158K -$11.9K -864 -7%
KLI
25
Kelman-Lazarov Inc
Tennessee
$112K

GF Hedge Fund Activity: Q2 2016 in Review

39 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in New Germany Fund (GF) for Q2 2016, worth a combined $99.8M — down 6.7% from $107M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GF positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.04M. The largest seller was City of London Investment Management, exiting entirely with an estimated $1.19M sold.

  • 39 institutional investors held New Germany Fund (GF) as of Q2 2016, up from 37 in Q1 2016.
  • Funds reported $99.8M of New Germany Fund stock for Q2 2016, down 6.7% quarter-over-quarter.
  • 5 funds opened new New Germany Fund positions in Q2 2016 and 3 closed out, a net change of +2 holders.
  • The largest New Germany Fund buyer in Q2 2016 was Karpus Investment Management, an estimated $1.04M added.
  • The largest New Germany Fund seller in Q2 2016 was City of London Investment Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2016.