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GF

New Germany Fund

34 hedge funds and large institutions have $79.7M invested in New Germany Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

10% more funds holding

Funds holding: 3134 (+3)

9% more capital invested

Capital invested by funds: $73.3M → $79.7M (+$6.41M)

0.85% more ownership

Funds ownership: 52.35%53.2% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$22.5M -$176K -21,500 -0.8%
Lazard Asset Management
2
Lazard Asset Management
New York
$18.6M -$940K -114,900 -5%
1CP
3
1607 Capital Partners
Virginia
$14.2M +$445K +54,369 +3%
COLIM
4
City of London Investment Management
United Kingdom
$10.7M +$304K +37,139 +3%
SFS
5
Shaker Financial Services
Virginia
$2.69M +$593K +72,507 +31%
UCI
6
Uncommon Cents Investing
Wisconsin
$2.68M -$28.7K -3,512 -1%
GF
7
Gabelli Funds
New York
$2.35M -$20.4K -2,500 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$817K -$51.4K -6,283 -6%
AA
9
AQR Arbitrage
Connecticut
$623K +$187K +22,837 +47%
CL
10
CSS LLC
Illinois
$516K
HPM
11
Hudson Portfolio Management
New York
$343K -$32K -3,911 -9%
Bank of America
12
Bank of America
North Carolina
$321K -$40.9K -5,002 -12%
LSC
13
Logan Stone Capital
Illinois
$316K +$295K +36,100 New
AL
14
Arnhold LLC
New York
$285K
AC
15
Almitas Capital
California
$276K +$258K +31,573 New
WAM
16
Wolverine Asset Management
Illinois
$254K -$5.78K -707 -2%
LCM
17
Landscape Capital Management
New Jersey
$230K +$215K +26,333 New
SMC
18
Smith, Moore & Co
Missouri
$215K
Morgan Stanley
19
Morgan Stanley
New York
$205K +$111K +13,561 +137%
GI
20
GAMCO Investors
Connecticut
$202K
KIM
21
Karpus Investment Management
New York
$200K +$187K +22,882 New
SPC
22
Sigma Planning Corp
Michigan
$170K +$8 +1 +0%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$168K +$1.87K +229 +1%
MIC
24
Meridian Investment Counsel
California
$151K
RVPG
25
Relative Value Partners Group
$137K

GF Hedge Fund Activity: Q4 2023 in Review

34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in New Germany Fund (GF) for Q4 2023, worth a combined $79.7M — up 8.7% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GF positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $593K. The largest seller was Lazard Asset Management, cutting an estimated $940K.

  • 34 institutional investors held New Germany Fund (GF) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $79.7M of New Germany Fund stock for Q4 2023, up 8.7% quarter-over-quarter.
  • 4 funds opened new New Germany Fund positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest New Germany Fund buyer in Q4 2023 was Shaker Financial Services, an estimated $593K added.
  • The largest New Germany Fund seller in Q4 2023 was Lazard Asset Management, an estimated $940K sold.

Based on aggregated 13F filings for Q4 2023.