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Credit Acceptance

225 hedge funds and large institutions have $4.31B invested in Credit Acceptance in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 78 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $3.85B → $4.31B (+$462M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

2% less funds holding

Funds holding: 230225 (-5)

2.62% less ownership

Funds ownership: 68.72%66.1% (-2.6%)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

17% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 78

42% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $122M

Holders
225
Holders Change
-5
Holders Change %
-2.17%
% of All Funds
3.53%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
31
Increased
65
Reduced
78
Closed
36
Calls
$71.2M
Puts
$122M
Net Calls
-$51.1M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PGP
1
Prescott General Partners
Florida
$792M
Cerity Partners
2
Cerity Partners
New York
$451M +$129K +276 +0%
RCG
3
Ruane, Cunniff & Goldfarb
New York
$400M +$3.25M +6,953 +0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$305M -$8.03M -17,161 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$298M -$2.87M -6,132 -1%
GC
6
Gobi Capital
California
$241M -$28.2M -60,189 -11%
BMO
7
Beck Mack & Oliver
New York
$165M +$459K +980 +0.3%
BlackRock
8
BlackRock
New York
$133M -$4.41M -9,418 -3%
CCM
9
Cantillon Capital Management
New York
$131M +$7.18M +15,340 +6%
SCM
10
Smead Capital Management
Arizona
$95M -$1.12M -2,389 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$93.4M +$2.14M +4,580 +3%
RC
12
RV Capital
Switzerland
$87.8M +$1.64M +3,500 +2%
ABI
13
Abrams Bison Investments
Maryland
$84.7M
KC
14
Kize Capital
New York
$78.5M -$12.5M -26,640 -15%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$59.8M +$502K +1,073 +0.9%
IFLIT
16
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$59M
LP
17
LMR Partners
United Kingdom
$57.9M -$2.9M -6,200 -5%
State Street
18
State Street
Massachusetts
$51.8M -$2.62M -5,608 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$49.6M +$518K +1,107 +1%
TWS
20
Thomas W. Smith
$49.1M
AC
21
Alfreton Capital
United Kingdom
$45.7M +$936K +2,000 +2%
Bank of America
22
Bank of America
North Carolina
$38M -$15.8M -33,694 -31%
Charles Schwab
23
Charles Schwab
California
$33.6M +$1.43M +3,057 +5%
JFL
24
Jarislowsky, Fraser Ltd
Quebec, Canada
$32.4M +$11.5M +24,576 +63%
GIG
25
Goodnow Investment Group
Connecticut
$31.1M -$84.2K -180 -0.3%

CACC Hedge Fund Activity: Q2 2023 in Review

225 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Credit Acceptance (CACC) for Q2 2023, worth a combined $4.31B — up 12% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of CACC and 31 opened new positions — a net loss of 5 holders — while 78 trimmed existing stakes and 65 added.

The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $11.5M. The largest seller was BloombergSen, cutting an estimated $50.8M.

  • 225 institutional investors held Credit Acceptance (CACC) as of Q2 2023, down from 230 in Q1 2023.
  • Funds reported $4.31B of Credit Acceptance stock for Q2 2023, up 12% quarter-over-quarter.
  • 31 funds opened new Credit Acceptance positions in Q2 2023 and 36 closed out, a net change of -5 holders.
  • The largest Credit Acceptance buyer in Q2 2023 was Jarislowsky, Fraser Ltd, an estimated $11.5M added.
  • The largest Credit Acceptance seller in Q2 2023 was BloombergSen, an estimated $50.8M sold.

Based on aggregated 13F filings for Q2 2023.