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KEF

Korea Equity Fund

Delisted

KEF was delisted on the 17th of July, 2017.

21 hedge funds and large institutions have $53.1M invested in Korea Equity Fund in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

2% more capital invested

Capital invested by funds: $52M → $53.1M (+$1.03M)

19% less funds holding

Funds holding: 2621 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$28M +$3.75M +473,509 +16%
Lazard Asset Management
2
Lazard Asset Management
New York
$16.4M +$401K +50,600 +3%
1CP
3
1607 Capital Partners
Virginia
$3.82M -$292K -36,900 -7%
GFM
4
Gramercy Funds Management
Connecticut
$1.48M -$222K -28,032 -13%
SO
5
STRS Ohio
Ohio
$988K
Wells Fargo
6
Wells Fargo
California
$560K +$47.5K +6,000 +10%
Morgan Stanley
7
Morgan Stanley
New York
$490K +$7.92K +1,000 +2%
KIM
8
Karpus Investment Management
New York
$484K -$303K -38,232 -39%
FWSM
9
First Wilshire Securities Management
California
$193K
CL
10
CSS LLC
Illinois
$190K
Bank of America
11
Bank of America
North Carolina
$125K +$31.7K +3,998 +36%
GC
12
Guggenheim Capital
Illinois
$108K +$1.69K +213 +2%
OC
13
Oppenheimer & Co
New York
$85K -$61.9K -7,814 -43%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$54K -$43.5K -5,488 -45%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$41K +$39.6K +5,000 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$31K
Citigroup
17
Citigroup
New York
$17K +$13.5K +1,703 +424%
HCM
18
Highlander Capital Management
New Jersey
$11K
U
19
UBS
Switzerland
$2K
PSI
20
Pinnacle Summer Investments
Virginia
$1K
AG
21
Ashmore Group
United Kingdom
-$1.15M -138,254 Closed
WAM
22
Weiss Asset Management
Massachusetts
-$885K -106,384 Closed
Barclays
23
Barclays
United Kingdom
-$159K -20,029 -100%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$42K -5,100 Closed
Creative Planning
25
Creative Planning
Kansas
-$10K -1,186 Closed

KEF Hedge Fund Activity: Q1 2014 in Review

21 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Korea Equity Fund (KEF) for Q1 2014, worth a combined $53.1M — up 2% from $52M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KEF and 1 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was City of London Investment Management, adding an estimated $3.75M. The largest seller was Ashmore Group, exiting entirely with an estimated $1.15M sold.

  • 21 institutional investors held Korea Equity Fund (KEF) as of Q1 2014, down from 26 in Q4 2013.
  • Funds reported $53.1M of Korea Equity Fund stock for Q1 2014, up 2% quarter-over-quarter.
  • 1 fund opened new Korea Equity Fund positions in Q1 2014 and 6 closed out, a net change of -5 holders.
  • The largest Korea Equity Fund buyer in Q1 2014 was City of London Investment Management, an estimated $3.75M added.
  • The largest Korea Equity Fund seller in Q1 2014 was Ashmore Group, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2014.