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KEF

Korea Equity Fund

Delisted

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

24 hedge funds and large institutions have $50.2M invested in Korea Equity Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 2724 (-3)

33% less capital invested

Capital invested by funds: $74.9M → $50.2M (-$24.7M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$14.3M +$4.98M +540,887 +36%
WIM
2
Waverton Investment Management
United Kingdom
$10M +$1.16M +125,481 +29%
CS
3
Credit Suisse
Switzerland
$5.12M +$5.09M +552,300 +316%
1CP
4
1607 Capital Partners
Virginia
$4.69M
YCM
5
Yakira Capital Management
Connecticut
$3.7M +$3.76M +408,276 +349%
WAM
6
Weiss Asset Management
Massachusetts
$1.97M +$660K +71,685 +35%
CL
7
CSS LLC
Illinois
$1.83M +$1.98M +215,000 +485%
Wells Fargo
8
Wells Fargo
California
$1.56M +$180K +19,577 +10%
AGM
9
Alpine Global Management
New York
$1.54M -$837K -90,838 -29%
AGU
10
Alpine Group USVI
U.S. Virgin Islands
$1.54M +$2.01M +218,280 New
IA
11
Icon Advisers
Colorado
$1.51M +$1.97M +214,307 New
SO
12
STRS Ohio
Ohio
$844K
RCM
13
Rivernorth Capital Management
Florida
$344K +$450K +48,903 New
Morgan Stanley
14
Morgan Stanley
New York
$224K
BC
15
Brinker Capital
Pennsylvania
$214K -$6.89K -748 -2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$211K +$276K +30,000 New
IG
17
ING Group
Netherlands
$211K +$276K +30,000 New
Nomura Asset Management
18
Nomura Asset Management
Japan
$163K
Bank of America
19
Bank of America
North Carolina
$120K
BIA
20
Barry Investment Advisors
Massachusetts
$74K
IA
21
IFP Advisors
Florida
$38K -$9.21K -1,000 -16%
UBS Group
22
UBS Group
Switzerland
$25K +$15.7K +1,707 +96%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$9K
HCM
24
Highlander Capital Management
New Jersey
$5K
Lazard Asset Management
25
Lazard Asset Management
New York
-$13.1M -1,494,675 Closed

KEF Hedge Fund Activity: Q2 2017 in Review

24 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Korea Equity Fund (KEF) for Q2 2017, worth a combined $50.2M — down 33% from $74.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KEF and 5 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Credit Suisse, adding an estimated $5.09M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $13.1M sold.

  • 24 institutional investors held Korea Equity Fund (KEF) as of Q2 2017, down from 27 in Q1 2017.
  • Funds reported $50.2M of Korea Equity Fund stock for Q2 2017, down 33% quarter-over-quarter.
  • 5 funds opened new Korea Equity Fund positions in Q2 2017 and 8 closed out, a net change of -3 holders.
  • The largest Korea Equity Fund buyer in Q2 2017 was Credit Suisse, an estimated $5.09M added.
  • The largest Korea Equity Fund seller in Q2 2017 was Lazard Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2017.