We are live on ! Find out more
KEF

Korea Equity Fund

Delisted

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

18 hedge funds and large institutions have $53.3M invested in Korea Equity Fund in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

5% less capital invested

Capital invested by funds: $56.2M → $53.3M (-$2.89M)

25% less funds holding

Funds holding: 2418 (-6)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
18
Holders Change
-6
Holders Change %
-25%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
3
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
$31M +$1.86M +237,056 +6%
Lazard Asset Management
2
Lazard Asset Management
New York
$14.2M -$622K -79,262 -4%
1CP
3
1607 Capital Partners
Virginia
$3.55M +$4.71K +600 +0.1%
GFM
4
Gramercy Funds Management
Connecticut
$1.66M
SO
5
STRS Ohio
Ohio
$924K
Wells Fargo
6
Wells Fargo
California
$716K +$98.9K +12,600 +16%
Morgan Stanley
7
Morgan Stanley
New York
$358K -$103K -13,075 -22%
KIM
8
Karpus Investment Management
New York
$199K -$156K -19,914 -44%
CL
9
CSS LLC
Illinois
$178K
FWSM
10
First Wilshire Securities Management
California
$171K
Bank of America
11
Bank of America
North Carolina
$124K
GC
12
Guggenheim Capital
Illinois
$105K
BIA
13
Barry Investment Advisors
Massachusetts
$95K +$96.5K +12,289 New
NPC
14
National Planning Corporation
California
$45.7K +$47.1K +5,996 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$29K
Citigroup
16
Citigroup
New York
$29K +$16.7K +2,130 +125%
HCM
17
Highlander Capital Management
New Jersey
$10K
PSI
18
Pinnacle Summer Investments
Virginia
$1K
OC
19
Oppenheimer & Co
New York
-$86K -10,358 Closed
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
-$54K -6,600 Closed
FFC
21
First Financial Corp
Indiana
-$14K -1,718 Closed
Creative Planning
22
Creative Planning
Kansas
-$14K -1,700 Closed
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
-$4.29K -519 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$2K -200 Closed

KEF Hedge Fund Activity: Q4 2014 in Review

18 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Korea Equity Fund (KEF) for Q4 2014, worth a combined $53.3M — down 5.1% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of KEF and 2 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 4 added.

The largest buyer was City of London Investment Management, adding an estimated $1.86M. The largest seller was Lazard Asset Management, cutting an estimated $622K.

  • 18 institutional investors held Korea Equity Fund (KEF) as of Q4 2014, down from 24 in Q3 2014.
  • Funds reported $53.3M of Korea Equity Fund stock for Q4 2014, down 5.1% quarter-over-quarter.
  • 2 funds opened new Korea Equity Fund positions in Q4 2014 and 6 closed out, a net change of -4 holders.
  • The largest Korea Equity Fund buyer in Q4 2014 was City of London Investment Management, an estimated $1.86M added.
  • The largest Korea Equity Fund seller in Q4 2014 was Lazard Asset Management, an estimated $622K sold.

Based on aggregated 13F filings for Q4 2014.